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MassMutual Select Equity Opportunities Fund;R5

Ranked 760 out of 1886 in - US over 12 months
All calculations are in USD unless stated

Managed by

Donald J Kilbride

John D Linehan

John D. Linehan holds a BA degree from Amherst College in Massachusetts and an MBA from Stanford University. He is currently vice president and portfolio manager in the equity division at T. Rowe Price Associates, having joined the company in 1998. Prior to this he gained nine years of investment experience working for Bankers Trust and E.T. Petroleum. John is a Chartered Financial Analyst.

Objective

The Fund seeks growth of capital over the long term. It seeks to achieve its objective by investing primarily in a non-diversified portfolio of U.S. equity securities.

Performance

US over : 30/09/2017 - 30/09/2018
  • Rank 760/1886 Total Return
  • Rank 457/1886 Standard Deviation
  • Rank 753/1886 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 3.4% 6.5%
2017 21.5% 6.1% 3.8% 3.7% 6.4%
2016 18.2% -0.5% -1.2% 9.2% 10.1%
2015 -9.0% -1.8% 1.3% -13.4% 5.7%
2014 12.4% -0.8% 7.4% -0.4% 5.9%
2013 38.3% 11.5% 7.1% 6.2% 9.0%
2012 21.2% 14.9% -6.0% 7.1% 4.8%
2011 -0.2% 6.3% -1.0% -18.1% 15.8%
2010 21.8% 9.9% -14.4% 14.5% 13.1%
2009 63.2% -2.2% 24.5% 27.5% 5.2%
2008 -42.8% -10.4% -6.3% -6.7% -27.0%
2007 2.1% 1.6% 9.3% -0.9% -7.3%
2006 20.3% 4.4% -2.0% 7.0% 9.8%
2005 3.5% -1.4% 2.9% 1.3% 0.7%
2004 11.9% 3.6% 0.8% -3.5% 11.1%
2003 45.9% 0.7% 23.2% 1.1% 16.4%
2002 -9.8% 3.5% -12.3% -14.2% 16.0%
2001 31.7% 6.8% 14.3% -10.2% 20.1%
2000 3.7% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/05/2000
  • Share Class size189Mn
  • Base currencyUSD
  • ISIN US57629S8364

Purchase Info

  • Min. initial investment100Mn
  • Min. regular additional investment0

Charges

  • Annual management0.84%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).