MOTZX
MassMutual Fundamental Growth-I\Disc
$3.62
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 18.38M |
| 52 Week High | 3.853 |
| 52 Week Low | 2.872 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | MOTZX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 3.62 |
| Price Yesterday | 3.62 |
| Market Cap | 18.38 |
| YTD Return | 3.10% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0118 |
Overview
| 52 Week High | 3.85 |
|---|---|
| 52 Week Low | 2.87 |
| Market Cap | 18.38M |
| Shares Outstanding | 5.08M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 6.36% |
| Short Term Dividend Yield | 7.85% |
| 52 Week Yield (All) | 14.21% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | -19.39% |
| Six Months | 11.46% |
| Nine Months | 22.84% |
| One Year | 13.28% |
| Three Years | -1.61% |
| Five Years | 8.27% |
| Ten Years | 10.74% |
| YTD | 6.11% |
| Since Inception | 10.71% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | -5.16% |
| Six Months | 5.48% |
| Nine Months | 16.47% |
| One Year | 13.27% |
| Three Years | -4.74% |
| Five Years | 48.60% |
| Ten Years | 176.55% |
| YTD | 3.10% |
| Since Inception | 183.48% |
Yearly Returns
| 2024 | 3.10% |
|---|---|
| 2023 | 27.72% |
| 2022 | -29.19% |
| 2021 | 10.47% |
| 2020 | 33.61% |
| 2019 | 33.30% |
| 2018 | 0.71% |
| 2017 | 27.46% |
| 2016 | 3.78% |
| 2015 | 6.39% |
Risk against SP-DA
| Alpha | -15.88% |
|---|---|
| Beta | 1.02 |
| Correlation | 81.56% |
| Downside Deviation | 3.92% |
| Coefficient of determination | 66.52% |
| Standard Deviation | 4.02% |
| Sharpe Ratio | -1.11 |
| Sortino | -3.94 |
| Treynor | 7.75 |
| Ulcer Index | 5.05 |
| Ulcer Performance Index | -3.06 |