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Fund Intelligence | Best Managers | MUPNX Insights | MUPNX Score | MUPNX Performance | MUPNX Manager | MUPNX News | MUPNX Allocation | MUPNX Holdings Change

Mutual Fund Insights: MassMutual Discovery Value N Fund (MUPNX)

In-depth Analysis of MassMutual Discovery Value N Fund (MUPNX)

Mutual fund chart: MassMutual Discovery Value N Fund (MUPNX)

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See MassMutual Discovery Value N Fund (MUPNX) performance details as of February 28, 2010

  

    Last Trade: $8.86 on 3/19/2010, Change: -0.06 (-0.67%)
Experiment our closing price forecasting tool for MassMutual Discovery Value N Fund (MUPNX) (alpha release)

  

Fund Manager - John Damian

Fund Manager Tenure: 3.7 years   [Similar Funds: MUPAX  MUPLX  MUPSX  MUPYX ]
Fundmojo Fund Grade: E (Score: 0.36)     (What does this score mean?)
John Damian has been portfolio manager and a senior vice president of OppenheimerFunds Inc. since February 2004. Before joining Oppenheimer in September 2001, John Damian was a senior analyst at Citigroup Asset Management from November 1999 through September 2001. Prior to that, from October 1997 through November 1999, John Damian was a senior research analyst at Pzena Investment Management.  Get more insights on John Damian

  

What we like about MassMutual Discovery Value N Fund (MUPNX) What we like about MassMutual Discovery Value N Fund (MUPNX)

Data for MassMutual Discovery Value N Fund (MUPNX) as of February 28, 2010

  • MassMutual Discovery Value N Fund (MUPNX) management has been with MassMutual Discovery Value N Fund for 3.7 years
  • MassMutual Discovery Value N Fund (MUPNX) has good mid-term performance (3-year return -8.95% vs -5.22 % Mid-Cap Blend category average)

  

What we are cautious about MassMutual Discovery Value N Fund (MUPNX) What we are cautious about MassMutual Discovery Value N Fund (MUPNX)

Data for MassMutual Discovery Value N Fund (MUPNX) as of February 28, 2010

  • MassMutual Discovery Value N Fund (MUPNX) has a less-than-ideal short-term performance (1-year return 64.20% vs 65.14 % Mid-Cap Blend category average)
  • MassMutual Discovery Value N Fund (MUPNX) ratio of up-years vs down years can be improved
  • MassMutual Discovery Value N Fund (MUPNX) has a Morningstar rating of 3 and below
  • MassMutual Discovery Value N Fund (MUPNX) is less safe compared to its Mid-Cap Blend peers
  • MassMutual Discovery Value N Fund (MUPNX) has an annual stock turnover rate of 109.00% that is higher than the Mid-Cap Blend average of 98.84%. This could mean MassMutual Discovery Value N is more nimble, but also signal potential high tax impact and high trading fees
  • MassMutual Discovery Value N Fund (MUPNX) does not have a good risk adjusted return as its 3-year Alpha of -0.58 is worse than category average of 2.24, and its 3-year Sharpe ratio is -0.29
  • MassMutual Discovery Value N Fund (MUPNX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.34 that is higher than category average of 24.26
  • MassMutual Discovery Value N Fund (MUPNX) has a higher management fee of 1.70% than its Mid-Cap Blend average of 1.38%
  • MassMutual Discovery Value N Fund (MUPNX) carries a 1% load
See MassMutual Discovery Value N Fund (MUPNX) performance details as of February 28, 2010

  

  

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MassMutual Discovery Value N Fund (MUPNX) Net Asset

Track net asset change of MassMutual Discovery Value N fund (MUPNX)

DateNet Asset
02/2010$53.99M
01/2010$560.00K
11/2009$560.00K
More historic net asset information on MassMutual Discovery Value N Fund (MUPNX)

  

MassMutual Discovery Value N Fund (MUPNX) Portfolio Allocation

Track portfolio allocation change of MassMutual Discovery Value N fund (MUPNX)

DateCashStockBondOther
11/20093.72%96.28%0%0%
08/20097.02%92.98%0%0%
05/20096.55%93.45%0%0%
Click here to see more historic asset allocation information on MassMutual Discovery Value N Fund (MUPNX)

  

Most Recent Top 10 Holdings in MassMutual Discovery Value N Fund (MUPNX)

Discover what MassMutual Discovery Value N Fund (MUPNX) manager is buying

30-Nov-09
EVEREST RE GRP LTD [2.47%]
CMS ENERGY CP [2.36%]
TYCO INTL LTD SWZ [2.08%]
NAVISTAR INTL CP [2.05%]
TeleTech Holdings, Inc. [2%]
HOSPIRA INC [1.94%]
ASSURANT INC [1.9%]
ACE LTD [1.82%]
GOODRICH CORPORATION [1.72%]
BRINKER INTL INC [1.71%]

31-Aug-09
CMS ENERGY CP [2.74%]
TYCO INTL LTD SWZ [2.59%]
ASSURANT INC [2.45%]
EVEREST RE GRP LTD [2.41%]
LUBRIZOL CP [2.09%]
MOLSON COORS CO CL B [1.94%]
ACE LTD [1.92%]
LORILLARD, INC [1.79%]
KROGER CO [1.77%]
NAVISTAR INTL CP [1.77%]

31-May-09
CMS ENERGY CP [2.65%]
TYCO INTL LTD SWZ [2.58%]
EVEREST RE GRP LTD [2.56%]
Molson Coors Brewing Company [2.47%]
ACE LTD [2.36%]
ASSURANT INC [2.21%]
NAVISTAR INTL CP [2.2%]
LUBRIZOL CP [2.09%]
HOSPIRA INC [1.93%]
LORILLARD, INC [1.91%]
Click here for Stock Holding Change Map in MassMutual Discovery Value N Fund (MUPNX)

  

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