About MDDLX
MassMutual Diversified Value Fund Administrative Class is an actively managed mutual fund designed to achieve long-term growth of capital and income by investing primarily in a diversified portfolio of equity securities. The fund targets large-cap U.S. companies that are considered undervalued or exhibit slower growth rates compared to the broader market, placing it in the large value category. Its investment approach focuses on holdings with low valuations, high dividend yields, and stable fundamentals, including sectors such as financials, health care, energy, and information technology. Notably, the fund typically allocates at least 80% of its net assets to stocks and may invest up to 25% in foreign securities, including emerging markets. With over 230 holdings and a top-heavy allocation to leading U.S. firms like JPMorgan Chase, UnitedHealth Group, and Johnson & Johnson, the fund aims to provide diversification and mitigate single-stock risk. Established in 2004, the fund has built a track record of balancing capital appreciation with dividend income, making it a significant component of MassMutual’s suite of value-oriented investment products.
Fund Family MassMutual
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MDDLX
Share Class Administrative Class
Index Russell 1000 Value TR
MDDLX had a total return of 21.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.88%.
