Find A Portfolio/Ticker
Comparison Box
MEFZX: MASSMUTUAL SELECT MID CAP GROWTH EQUITY II FUND CLASS I (MUTUAL FUND)
Basic Info 20.47 0.03(0.15%) April 25
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (3%) |
Start Date: | 11/16/2010 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 5.48% |
Expenses | 0.76% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/16/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 3.4 | 19.0 | -0.5 | 8.2 | 10.4 | 12.1 | 19.7 | -24.1 | 14.6 | 26.2 | 32.3 | -3.3 | 24.8 | 6.2 | 6.0 | 13.0 | 36.4 | 14.7 | -1.7 | 9.1 |
Sharpe Ratio | NA | -0.1 | 0.64 | -0.14 | 0.27 | 0.48 | 0.58 | 1.0 | -0.89 | 0.9 | 0.75 | 2.29 | -0.28 | 2.98 | 0.4 | 0.42 | 0.98 | 1.96 | 1.0 | -0.07 | 9.07 |
Draw Down(%) | NA | 7.6 | 15.1 | 33.8 | 36.8 | 36.8 | 36.8 | 15.1 | 30.6 | 9.1 | 36.8 | 6.8 | 19.9 | 3.2 | 14.2 | 10.7 | 9.5 | 9.0 | 10.4 | 23.4 | 1.2 |
Standard Deviation(%) | NA | 13.7 | 14.4 | 20.5 | 23.1 | 19.0 | 19.2 | 15.7 | 28.6 | 16.2 | 34.3 | 13.5 | 16.5 | 8.1 | 14.9 | 14.3 | 13.2 | 18.6 | 14.8 | 26.4 | 11.4 |
Treynor Ratio | NA | -0.01 | 0.1 | -0.03 | 0.07 | 0.1 | 0.12 | 0.17 | -0.29 | 0.17 | 0.27 | 0.33 | -0.05 | 0.25 | 0.07 | 0.07 | 0.14 | 0.39 | 0.16 | -0.02 | 1.16 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 |
Beta | NA | 0.91 | 0.94 | 0.88 | 0.91 | 0.91 | 0.92 | 0.91 | 0.88 | 0.85 | 0.95 | 0.95 | 0.89 | 0.95 | 0.91 | 0.89 | 0.95 | 0.94 | 0.9 | 0.93 | 0.89 |
RSquared | NA | 0.92 | 0.94 | 0.96 | 0.97 | 0.97 | 0.93 | 0.96 | 0.98 | 0.92 | 0.98 | 0.96 | 0.97 | 0.93 | 0.95 | 0.97 | 0.97 | 0.45 | 0.95 | 0.99 | 0.96 |
Yield(%) | N/A | 0.0 | 5.9 | 10.4 | 11.0 | 11.1 | N/A | 6.1 | 10.0 | 21.4 | 6.7 | 6.7 | 8.9 | 7.7 | 5.0 | 8.8 | 11.4 | 12.9 | 9.3 | 7.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -59.3 | 101.5 | 57.2 | N/A | N/A | -59.3 | -55.8 | 274.2 | 25.2 | -34.2 | 35.9 | 59.6 | -45.7 | -21.2 | 4.5 | 49.6 | 12.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX® Fund) 0.18% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 0.29% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 0.03% (97%)
- PDP (Invesco DWA Momentum ETF) 0.06% (97%)
- RFG (Invesco S&P MidCap 400® Pure Growth ETF) 0.35% (97%)
- VOT (Vanguard Mid-Cap Growth Index Fund ETF Shares) 0.27% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares) 0.40% (26%)
- MDYG (SPDR® S&P 400 Mid Cap Growth ETF) 0.28% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX® Fund) 0.68% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)