MassMutual Small Cap Opps Adm (MSCLX)

Fund Assets	540.43M
Expense Ratio	0.978%
Min. Investment	$0.00
Turnover	40.00%
Dividend (ttm)	0.07
Dividend Yield	0.36%
Dividend Growth	-1.07%
Payout Frequency	Annual
Ex-Dividend Date	Dec 12, 2025

Previous Close	18.46
YTD Return	8.72%
1-Year Return	11.78%
5-Year Return	34.34%
52-Week Low	16.47
52-Week High	21.01
Beta (5Y)	1.33
Holdings	102
Inception Date	Nov 1, 2004

About MSCLX

MassMutual Small Cap Opportunities Fund – Advisor Class is a mutual fund designed to provide investors with exposure to small-cap stocks in the United States. The fund’s primary objective is long-term capital appreciation by investing predominantly in common stocks of small-capitalization companies that the management team identifies as offering strong growth potential. With a diversified portfolio approach, the fund is categorized as a small blend strategy, reflecting a mix of both value and growth investment styles within the small-cap segment. Notable for its focus on active management, the fund seeks to capitalize on opportunities in what is regarded as a less efficient market area, aiming for consistent performance across different market conditions. The portfolio is spread across multiple sectors—including healthcare, industrials, financial services, consumer cyclical, and energy—to reduce concentration risk and enhance resilience. As a significant player in the small-cap universe, MassMutual Small Cap Opportunities Fund – Advisor Class serves investors looking to diversify their portfolios and participate in the growth potential of emerging U.S. companies, while benefiting from the expertise of experienced managers and a disciplined investment process.

• Fund Family: MassMutual
• Category: Small Blend
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MSCLX
• Share Class: Administrative Class
• Index: Russell 2000 TR

Performance

MSCLX had a total return of 11.78% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.31%.

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%
FSSNX	Fidelity	Fidelity Small Cap Index Fund	0.03%
FSCRX	Fidelity	Fidelity Small Cap Discovery Fund	0.64%
FSSLX	Fidelity	Fidelity Series Small Cap Core	0.01%
FLXSX	Fidelity	Fidelity Flex Small Cap Index Fund	n/a

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%
MSCDX	Class R5	0.75%
MSVYX	Service Class	0.85%
MOORX	Class R4	1.10%

Top 10 Holdings

18.89% of assets

Name	Symbol	Weight
Fixed Income Clearing Corp. - FIXED INC CLEARING CORP.REPO	n/a	2.97%
Enpro Inc.	NPO	1.95%
Columbia Banking System, Inc.	COLB	1.92%
OUTFRONT Media Inc.	OUT	1.90%
Kodiak Gas Services, Inc.	KGS	1.86%
AAR Corp.	AIR	1.80%
Zurn Elkay Water Solutions Corporation	ZWS	1.66%
AutoNation, Inc.	AN	1.65%
Cathay General Bancorp	CATY	1.60%
BrightSpring Health Services, Inc.	BTSG	1.57%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 12, 2025	$1.69848	Dec 15, 2025
Dec 12, 2024	$1.58698	Dec 13, 2024
Dec 12, 2023	$0.78906	Dec 13, 2023
Dec 13, 2022	$0.16745	Dec 14, 2022
Dec 13, 2019	$0.08162	Dec 16, 2019
Dec 14, 2018	$1.38244	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:

Oct 16, 2026

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