MassMutual Fundamental Value Fund Class A (MFUAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
8.39
0.00 (0.00%)
Inactive · Last trade price on Nov 22, 2024
-2.89%
Fund Assets1.18B
Expense Ratio1.18%
Min. Investment$0.00
Turnover34.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growth66.85%
Payout FrequencyAnnual
Ex-Dividend Daten/a
Previous Close8.39
YTD Return15.39%
1-Year Return23.18%
5-Year Return184.02%
52-Week Low8.25
52-Week High9.72
Beta (5Y)n/a
Holdingsn/a
Inception DateDec 31, 2001

About MFUAX

The fund invests primarily in equity securities of issuers that the fund's subadvisers believe are undervalued. It normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. Equity securities may include common stocks, preferred stocks, securities convertible into common or preferred stocks, rights, and warrants. It may invest up to 20% of its total assets in the securities of foreign issuers and American Depositary Receipts, including emerging market securities.

Fund Family MassMutual
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol MFUAX
Share Class Class A
Index Russell 1000 Value TR

Performance

MFUAX had a total return of 23.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.57%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
MFUNXClass R31.38%
MFUZXClass I0.68%
MVUSXClass R50.78%
MMNEXClass Y0.78%

Dividend History

Ex-DividendAmountPay Date
Sep 18, 2024$1.31621Sep 19, 2024
Dec 13, 2023$0.78884Dec 14, 2023
Dec 14, 2022$1.39223Dec 15, 2022
Dec 16, 2021$1.24073Dec 17, 2021
Dec 14, 2020$0.08832Dec 15, 2020
Dec 16, 2019$2.18103Dec 17, 2019
Full Dividend History