MassMutual Small Cap Opps R5 (MSCDX)

Fund Assets	592.58M
Expense Ratio	0.75%
Min. Investment	$0.00
Turnover	40.00%
Dividend (ttm)	0.10
Dividend Yield	0.50%
Dividend Growth	-6.83%
Payout Frequency	Annual
Ex-Dividend Date	Dec 12, 2025

Previous Close	20.80
YTD Return	19.17%
1-Year Return	21.33%
5-Year Return	50.45%
52-Week Low	16.75
52-Week High	21.38
Beta (5Y)	1.33
Holdings	102
Inception Date	Nov 1, 2004

About MSCDX

The MassMutual Small Cap Opportunities Fund Class R5 is a mutual fund that targets capital appreciation by investing primarily in the common stocks of small-capitalization U.S. companies. Designed for investors seeking exposure to the growth potential traditionally associated with smaller firms, the fund typically allocates at least 80% of its assets to companies within the market capitalization range of the Russell 2500 Index, drawing broadly from the small-cap segment of the U.S. equity market. It follows a blend approach, balancing both value and growth stocks to mirror the characteristics of the small-cap universe, and falls within the "small blend" Morningstar category. Managed by a team of investment professionals, the fund’s strategy is to identify companies with solid fundamentals and above-average growth prospects. With a competitive expense ratio and a history dating back to 2004, the fund has consistently delivered performance that compares favorably to relevant benchmarks and category peers. Its diversified holdings and active management make it a significant vehicle for investors looking to diversify their portfolios with smaller U.S. companies.

• Fund Family: MassMutual
• Category: Small Blend
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MSCDX
• Share Class: Class R5
• Index: Russell 2000 TR

Performance

MSCDX had a total return of 21.33% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.39%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
SWSSX	Schwab	Schwab Small Cap Index Fund	0.04%
FSCRX	Fidelity	Fidelity Small Cap Discovery Fund	0.66%
FSSLX	Fidelity	Fidelity Series Small Cap Core	0.01%
FLXSX	Fidelity	Fidelity Flex Small Cap Index Fund	n/a
SWSCX	Schwab	Schwab Small-Cap Equity Fund™	1.09%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MSOOX	Class I	0.65%
MSVYX	Service Class	0.85%
MSCLX	Administrative Class	0.95%
MOORX	Class R4	1.10%

Top 10 Holdings

18.86% of assets

Name	Symbol	Weight
Fixed Inc Clearing Corp.Repo	n/a	2.94%
Enpro Inc.	NPO	1.93%
Columbia Banking System, Inc.	COLB	1.90%
OUTFRONT Media Inc.	OUT	1.88%
Kodiak Gas Services, Inc.	KGS	1.83%
AAR Corp.	AIR	1.78%
MaxLinear, Inc.	MXL	1.75%
Zurn Elkay Water Solutions Corporation	ZWS	1.64%
AutoNation, Inc.	AN	1.63%
Cathay General Bancorp	CATY	1.58%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 12, 2025	$1.7352	Dec 15, 2025
Dec 12, 2024	$1.63062	Dec 13, 2024
Dec 12, 2023	$0.80517	Dec 13, 2023
Dec 13, 2022	$0.19876	Dec 14, 2022
Dec 13, 2019	$0.11486	Dec 16, 2019
Dec 14, 2018	$1.41917	Dec 17, 2018

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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