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MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund Ranking and Research
Ranking, Research and Recommendation of MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund
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Fund Manager - Brian W.H. Berghuis
Fund Manager Information
Fund Manager Tenure: 18.7 yearsFund Family: MassMutual
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.88) (What does this score mean?)
Mr. Berghuis has been chairman of the committee.He started at T. Rowe Price in 1985 as an analyst following the retail sector, and he became a portfolio manager in 1992. Previously, Berghuis was a summer research associate at Dominion Securities Pitfield and spent two years at Kidder, Peabody & Co. as a deferred admission associate in utility corporate finance. Berghuis earned a BA, cum laude, from Princeton University's Woodrow Wilson School of Public and International Affairs. He also holds an MBA from Harvard Business School. Berghuis has earned the CFA designation. Get more insights on Brian W.H. Berghuis
MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) Profile
Fund Profile and Description
MassMutual Select Mid Cap Gr Eq II R5 Fund seeks growth of capital over the long-term. MassMutual Select Mid Cap Gr Eq II R5 Fund invests at least 80% of net assets in a broadly diversified portfolio of common stocks of mid-cap companies. It may invest up to 20% of net assets in stocks whose market capitalizations are outside of that capitalization range. It typically invests most of assets in equity securities of U.S. companies, but may invest in foreign securities and American Depositary Receipts (âADRsâ), including emerging market securities. MassMutual Select Mid Cap Gr Eq II R5 Fund generally will not invest more than 25% of total assets in foreign securities.
What we like about MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund
Data for MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) as of May 30, 2016
- MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) management has been with MassMutual Select Mid Cap Gr Eq II R5 Fund for 18.7 years
- MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) has good short-term performance (1-year return -0.24% vs -5.73% Mid-Cap Growth category median performance)
- MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) has good mid-term performance (3-year return 12.97% vs 8.38% Mid-Cap Growth category median performance)
- MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) has good Long-term performance (5-year return 11.31% vs 7.70% Mid-Cap Growth category median performance)
- MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) ratio of up-years vs down years is greater than 2
- MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) has a Morningstar rating of 4 and above
- Asset base in MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.24, lower than category average of 13.49
- MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) has a lower expense ratio than its Mid-Cap Growth average: 0.85% vs 1.28%
- MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund
Data for MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) as of May 30, 2016
What do you think?
Compare with other top Mid-Cap Growth category mutual funds
Aadditional top Mid-Cap Growth mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
MassMutual Select Mid Cap Gr Eq II R5 | 2.50 | -0.24 | 12.97 | 11.31 | |
Akre Focus Instl (AKRIX) | 3.59 | 1.80 | 11.15 | 15.02 | Compare |
Baron Asset Instl (BARIX) | 1.54 | -1.98 | 10.28 | 10.08 | Compare |
Bright Rock Mid Cap Growth Instl (BQMGX) | 8.53 | 4.53 | 9.87 | 5.79 | Compare |
See top fund managers for Mid-Cap Growth Category Funds
Compare with Mid-Cap Growth category ETFs
Some Mid-Cap Growth ETFs for your consideration
ETF | Year to Date | One Year | Three Year | Guggenheim S&P MidCap 400 Pure Gr ETF (RFG) | 0 | 0 | 0 | PowerShares Russell Midcap Pure Gr ETF (PXMG) | -0.83% | -6.85% | 5.24% | RevenueShares NavellierOverall A-100 ETF (RWV) | 1.16% | -5.74% | 7.25% | iShares Morningstar Mid-Cap Growth (JKH) | 1.51% | -5.25% | 9.06% | Vanguard Mid-Cap Growth ETF (VOT) | 3.05% | -4.02% | 9.94% |
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MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund Net Asset
Track net asset change of MassMutual Select Mid Cap Gr Eq II R5 fund (MGRFX)
Date | Net Asset |
05/2016 | $3.13B |
03/2016 | $2.90B |
02/2016 | $2.65B |
MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund Portfolio Allocation
Track portfolio allocation change of MassMutual Select Mid Cap Gr Eq II R5 fund (MGRFX)
Date | Cash | Stock | Bond | Other |
03/2016 | 5.38% | 94.11% | 0% | 0.51% |
12/2015 | 5.98% | 93.58% | 0% | 0.44% |
09/2015 | 6.35% | 92.61% | 0% | 1.04% |
Top 10 Holdings in MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund
Discover what MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) manager is buying
Equifax, Inc. Common Stock [1.59%] Willis Towers Watson Public Lim [1.53%] Roper Technologies, Inc. Common [1.49%] Dollar General Corporation Comm [1.49%] VeriSign, Inc. [1.47%] Teleflex Incorporated Common St [1.4%] Norwegian Cruise Line Holdings [1.37%] Vantiv, Inc. Class A Common Sto [1.33%] AutoZone, Inc. Common Stock [1.32%] | Alkermes plc [1.52%] Roper Technologies, Inc. Common [1.51%] Equifax, Inc. Common Stock [1.47%] Norwegian Cruise Line Holdings [1.44%] Red Hat, Inc. Common Stock [1.43%] VeriSign, Inc. [1.42%] Textron Inc. Common Stock [1.36%] CarMax Inc [1.31%] | Global Payments Inc. Common Sto [1.65%] Norwegian Cruise Line Holdings [1.45%] CarMax Inc [1.43%] IHS Inc. IHS Inc. Class A Commo [1.35%] Dollar General Corporation Comm [1.32%] Roper Technologies, Inc. Common [1.29%] Red Hat, Inc. Common Stock [1.27%] Textron Inc. Common Stock [1.25%] |
Latest News on MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund
See what is happening with MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX)
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See more information on MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund
Popular pages on MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund
- MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund Research and Recommendation
- MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund Performance Data
- MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund Manager Information
- Historic MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund Asset Allocation Report
- Historic MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund Top 10 Holding Tracking
- Historic MassMutual Select Mid Cap Gr Eq II R5 (MGRFX) Fund Asset Under Management Tracking