MassMutual Small Cap Opportunities Fund (DLBMX)
The fund invests primarily in common stocks of small-capitalization U.S. companies that the fund's subadviser believes have favorable business trends or prospects based on fundamental analysis. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of small-cap companies. The subadviser currently considers "small-cap" companies to be those whose market capitalizations at the time of purchase are within the market capitalization range of companies included in the Russell 2000 Index.
Fund Info
US57629E6133
Jul 17, 1998
$0
Small-Cap
Blend
Expense Ratio
DLBMX has a high expense ratio of 1.20%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
MassMutual Small Cap Opportunities Fund (DLBMX) returned -2.16% year-to-date (YTD) and 7.23% over the past 12 months. Over the past 10 years, DLBMX returned 8.00% annually, underperforming the S&P 500 benchmark at 10.84%.
DLBMX
-2.16%
5.08%
-9.73%
7.23%
7.35%
12.83%
8.00%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of DLBMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.43% | -4.02% | -6.28% | -1.08% | 5.29% | -2.16% | |||||||
| 2024 | -2.79% | 5.03% | 4.55% | -4.87% | 2.68% | -1.54% | 7.78% | 0.50% | 1.17% | -2.04% | 10.50% | -7.78% | 12.30% |
| 2023 | 8.37% | -0.70% | -3.79% | -1.80% | -2.11% | 9.59% | 4.76% | -3.27% | -6.01% | -7.72% | 9.38% | 12.01% | 17.43% |
| 2022 | -7.99% | 2.31% | -0.06% | -8.31% | 0.07% | -7.72% | 10.61% | -3.78% | -8.75% | 9.81% | 4.67% | -5.73% | -16.19% |
| 2021 | 2.53% | 7.15% | 2.82% | 4.48% | -0.70% | 0.05% | -0.86% | 1.74% | -1.66% | 5.82% | -4.88% | 4.13% | 21.90% |
| 2020 | -2.38% | -8.90% | -22.30% | 16.33% | 7.59% | 2.51% | 4.74% | 4.45% | -3.04% | 2.09% | 15.91% | 7.80% | 19.96% |
| 2019 | 11.56% | 3.61% | -3.33% | 4.47% | -6.90% | 6.20% | 0.46% | -3.25% | 3.12% | 1.67% | 3.95% | 2.70% | 25.54% |
| 2018 | 2.10% | -5.28% | 2.53% | 0.56% | 6.39% | 1.38% | 1.37% | 5.84% | -3.46% | -9.86% | 1.39% | -12.73% | -11.14% |
| 2017 | 1.19% | 2.36% | 0.34% | 1.89% | -2.19% | 3.12% | 0.07% | -1.25% | 5.92% | 0.88% | 0.81% | 0.19% | 13.90% |
| 2016 | -7.37% | 0.52% | 7.14% | 1.12% | 2.70% | -0.77% | 4.75% | 0.22% | -0.44% | -2.53% | 9.02% | 3.09% | 17.70% |
| 2015 | -3.98% | 6.18% | 1.12% | -3.08% | 2.57% | 0.92% | -1.43% | -5.82% | -5.20% | 4.97% | 3.04% | -4.69% | -6.17% |
| 2014 | -1.36% | 4.84% | 0.69% | -3.47% | 0.51% | 3.38% | -4.20% | 5.87% | -6.03% | 7.91% | 1.80% | 2.47% | 12.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DLBMX is 24, meaning it’s performing worse than 76% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MassMutual Small Cap Opportunities Fund (DLBMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
MassMutual Small Cap Opportunities Fund provided a 9.53% dividend yield over the last twelve months, with an annual payout of $1.56 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.56 | $1.56 | $0.76 | $0.13 | $1.81 | $1.27 | $0.07 | $1.36 | $1.94 | $0.45 | $1.42 | $2.41 |
Dividend yield | 9.53% | 9.33% | 4.73% | 0.88% | 10.40% | 8.00% | 0.46% | 11.94% | 13.55% | 3.14% | 11.39% | 16.29% |
Monthly Dividends
The table displays the monthly dividend distributions for MassMutual Small Cap Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.56 | $1.56 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.76 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.81 | $1.81 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $1.27 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.36 | $1.36 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.94 | $1.94 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.42 | $1.42 |
| 2014 | $2.41 | $2.41 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MassMutual Small Cap Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MassMutual Small Cap Opportunities Fund was 63.65%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.
The current MassMutual Small Cap Opportunities Fund drawdown is 10.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.65% | Jul 16, 2007 | 415 | Mar 9, 2009 | 540 | Apr 28, 2011 | 955 |
| -42.55% | Sep 4, 2018 | 390 | Mar 23, 2020 | 162 | Nov 10, 2020 | 552 |
| -30.78% | Apr 22, 2002 | 119 | Oct 9, 2002 | 269 | Nov 4, 2003 | 388 |
| -29.39% | Dec 16, 2021 | 126 | Jun 16, 2022 | 521 | Jul 16, 2024 | 647 |
| -27.6% | Jul 8, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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