MassMutual Small Cap Opportunities Fund Class R4 (MOORX)
| Fund Assets | 540.57M |
| Expense Ratio | 1.10% |
| Min. Investment | $0.00 |
| Turnover | 40.00% |
| Dividend (ttm) | 1.67 |
| Dividend Yield | 9.47% |
| Dividend Growth | 6.95% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 12, 2025 |
| Previous Close | 17.53 |
| YTD Return | 8.34% |
| 1-Year Return | 15.20% |
| 5-Year Return | 26.56% |
| 52-Week Low | 12.37 |
| 52-Week High | 17.81 |
| Beta (5Y) | n/a |
| Holdings | 95 |
| Inception Date | Apr 1, 2014 |
About MOORX
The MassMutual Small Cap Opportunities Fund is a mutual fund designed primarily to invest in common stocks of U.S. small-cap companies. Its primary purpose is to seek capital appreciation by focusing on firms with promising business trends. The fund combines growth and value investment strategies, targeting companies within the market capitalization range similar to the Russell 2000 Index. It aims to diversify its portfolio across various sectors, providing exposure to a broad array of small-cap opportunities. As part of the broader financial market, this fund plays a key role in offering investors a chance to participate in the growth potential of smaller U.S. businesses, which are often more agile and innovative than larger corporations.
Performance
MOORX had a total return of 15.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.97%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
17.87% of assets| Name | Symbol | Weight |
|---|---|---|
| American Healthcare REIT, Inc. | AHR | 2.07% |
| PennyMac Financial Services, Inc. | PFSI | 2.05% |
| ADMA Biologics, Inc. | ADMA | 1.84% |
| Enpro Inc. | NPO | 1.79% |
| Columbia Banking System, Inc. | COLB | 1.77% |
| BrightSpring Health Services, Inc. | BTSG | 1.71% |
| Guardant Health, Inc. | GH | 1.70% |
| Wintrust Financial Corporation | WTFC | 1.67% |
| BridgeBio Pharma, Inc. | BBIO | 1.66% |
| Helmerich & Payne, Inc. | HP | 1.62% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 12, 2025 | $1.67299 | Dec 15, 2025 |
| Dec 12, 2024 | $1.56431 | Dec 13, 2024 |
| Dec 12, 2023 | $0.76365 | Dec 13, 2023 |
| Dec 13, 2022 | $0.14643 | Dec 14, 2022 |
| Dec 13, 2019 | $0.06576 | Dec 16, 2019 |
| Dec 14, 2018 | $1.36773 | Dec 17, 2018 |