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 higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MassMutual Small Cap Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MassMutual Small Cap Opportunities Fund had a return of 3.12% year-to-date (YTD) and 5.53% in the last 12 months. Over the past 10 years, MassMutual Small Cap Opportunities Fund had an annualized return of 1.44%, while the S&P 500 had an annualized return of 11.26%, indicating that MassMutual Small Cap Opportunities Fund did not perform as well as the benchmark.
DLBMX
3.12%
-0.86%
-1.86%
5.53%
3.43%
1.44%
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
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% | 3.12% | |||||||||||
| 2024 | -2.78% | 5.03% | 4.55% | -4.87% | 2.68% | -1.54% | 7.78% | 0.50% | 1.17% | -2.04% | 10.50% | -15.03% | 3.48% |
| 2023 | 8.37% | -0.70% | -3.79% | -1.80% | -2.11% | 9.59% | 4.76% | -3.27% | -6.01% | -7.72% | 9.38% | 6.60% | 11.76% |
| 2022 | -7.99% | 2.31% | -0.06% | -8.31% | 0.07% | -7.72% | 10.61% | -3.78% | -8.75% | 9.81% | 4.67% | -6.18% | -16.59% |
| 2021 | 2.53% | 7.15% | 2.82% | 4.48% | -0.70% | 0.05% | -0.86% | 1.74% | -1.66% | 5.82% | -4.88% | -6.05% | 9.99% |
| 2020 | -2.38% | -8.90% | -22.30% | 16.33% | 7.58% | 2.51% | 4.74% | 4.45% | -3.04% | 2.09% | 15.91% | -0.21% | 11.05% |
| 2019 | 11.56% | 3.61% | -3.33% | 4.47% | -6.90% | 6.20% | 0.46% | -3.25% | 3.12% | 1.67% | 3.95% | 2.22% | 24.96% |
| 2018 | 2.10% | -5.28% | 2.53% | 0.56% | 6.39% | 1.38% | 1.37% | 5.84% | -3.46% | -9.86% | 1.39% | -21.51% | -20.08% |
| 2017 | 1.19% | 2.36% | 0.34% | 1.89% | -2.19% | 3.12% | 0.07% | -1.25% | 5.92% | 0.88% | 0.81% | -11.79% | 0.28% |
| 2016 | -7.37% | 0.52% | 7.14% | 1.12% | 2.70% | -0.77% | 4.75% | 0.22% | -0.45% | -2.53% | 9.02% | 0.65% | 14.91% |
| 2015 | -3.98% | 6.18% | 1.13% | -3.08% | 2.57% | 0.92% | -1.44% | -5.82% | -5.20% | 4.97% | 3.04% | -14.21% | -15.54% |
| 2014 | -1.35% | 4.84% | 0.69% | -3.47% | 0.51% | 3.38% | -4.20% | 5.87% | -6.03% | 7.91% | 1.80% | -12.16% | -3.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DLBMX is 18, meaning it’s performing worse than 82% 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.
Dividends
Dividend History
MassMutual Small Cap Opportunities Fund provided a 0.22% dividend yield over the last twelve months, with an annual payout of $0.04 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.04 | $0.00 | $0.06 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.10 | $0.03 | $0.08 |
Dividend yield | 0.22% | 0.23% | 0.00% | 0.39% | 0.00% | 0.18% | 0.00% | 0.00% | 0.00% | 0.73% | 0.24% | 0.51% |
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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2014 | $0.08 | $0.08 |
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.
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 70.50%, occurring on Mar 9, 2009. Recovery took 1048 trading sessions.
The current MassMutual Small Cap Opportunities Fund drawdown is 15.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.5% | Jul 16, 2007 | 415 | Mar 9, 2009 | 1048 | May 8, 2013 | 1463 |
| -49.89% | Dec 10, 2014 | 1329 | Mar 23, 2020 | 204 | Jan 12, 2021 | 1533 |
| -35.13% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -30.78% | Apr 22, 2002 | 119 | Oct 9, 2002 | 269 | Nov 4, 2003 | 388 |
| -17.13% | Aug 3, 2005 | 243 | Jul 21, 2006 | 133 | Feb 1, 2007 | 376 |
Volatility
Volatility Chart
The current MassMutual Small Cap Opportunities Fund volatility is 3.66%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.