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: 18.2 years
Fund 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 (“ADRs”), 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 18.2 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

See MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX) performance details 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%

 

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

More historic net asset information on MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX)

  

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%

Click here to see more historic asset allocation information on MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX)

 

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

Mar 30, 2016 Fiserv, Inc. [2.02%] 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%]

Dec 30, 2015 Fiserv, Inc. [1.92%] 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%]

Sep 29, 2015 Fiserv, Inc. [2.02%] 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%]

Click here for Stock Holding Change Map in MassMutual Select Mid Cap Gr Eq II R5 Fund (MGRFX)

  

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