MassMutual Mid Cap Growth Fund (MEFAX)
The investment seeks growth of capital over the long-term. The fund invests primarily in equity securities of mid-capitalization companies that the fund's subadvisers believe offer the potential for long-term growth. It invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a broadly diversified portfolio of common stocks of mid-cap companies whose earnings the subadvisers expect to grow at a faster rate than the average company.
Fund Info
US57629R1279
May 31, 2000
$0
Mid-Cap
Growth
Expense Ratio
MEFAX 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 Mid Cap Growth Fund (MEFAX) returned -3.56% year-to-date (YTD) and 3.11% over the past 12 months. Over the past 10 years, MEFAX returned 8.23% annually, underperforming the S&P 500 benchmark at 10.84%.
MEFAX
-3.56%
5.78%
-8.81%
3.11%
6.21%
7.19%
8.23%
^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 MEFAX, 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 | 4.42% | -6.23% | -6.49% | -0.34% | 5.69% | -3.56% | |||||||
| 2024 | 0.00% | 6.13% | 2.69% | -6.02% | 1.18% | 0.34% | 2.74% | 1.80% | 1.51% | -1.61% | 8.21% | -5.73% | 10.81% |
| 2023 | 8.34% | -2.18% | 1.11% | -1.25% | -0.82% | 7.57% | 3.41% | -3.17% | -5.57% | -6.04% | 10.43% | 7.52% | 19.11% |
| 2022 | -11.01% | -1.34% | 0.79% | -9.41% | -1.73% | -7.68% | 10.02% | -3.90% | -8.70% | 6.36% | 6.64% | -5.28% | -24.58% |
| 2021 | -0.96% | 3.33% | 0.17% | 5.17% | -1.49% | 3.23% | 1.90% | 2.57% | -3.98% | 4.97% | -3.35% | 1.89% | 13.74% |
| 2020 | -0.41% | -7.10% | -16.93% | 14.96% | 9.61% | 1.94% | 5.72% | 3.75% | -0.99% | -0.76% | 12.72% | 4.65% | 25.52% |
| 2019 | 10.62% | 4.94% | 0.92% | 3.70% | -5.33% | 7.81% | 1.32% | -1.85% | -0.25% | 0.51% | 4.07% | 2.27% | 31.56% |
| 2018 | 6.11% | -2.85% | 0.26% | -1.20% | 2.12% | 0.10% | 3.26% | 3.61% | 0.05% | -8.08% | 2.68% | -8.85% | -3.88% |
| 2017 | 3.42% | 3.19% | 1.17% | 1.85% | 2.83% | 0.99% | 1.74% | 0.43% | 1.92% | 2.20% | 2.36% | -0.23% | 24.12% |
| 2016 | -8.18% | 1.09% | 6.93% | 0.19% | 2.89% | -1.16% | 4.88% | -0.71% | -0.00% | -3.80% | 4.19% | 0.03% | 5.60% |
| 2015 | -1.43% | 7.02% | 1.07% | -0.62% | 2.42% | -0.44% | 1.32% | -4.72% | -3.40% | 5.91% | 0.90% | -2.06% | 5.47% |
| 2014 | -0.42% | 5.37% | -1.70% | -1.84% | 1.58% | 3.64% | -3.17% | 4.44% | -3.58% | 4.35% | 3.17% | 0.42% | 12.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MEFAX is 14, meaning it’s performing worse than 86% 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 Mid Cap Growth Fund (MEFAX) 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 Mid Cap Growth Fund provided a 22.19% dividend yield over the last twelve months, with an annual payout of $2.76 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.76 | $2.76 | $1.07 | $2.63 | $5.95 | $1.59 | $1.26 | $1.92 | $1.42 | $0.85 | $1.64 | $2.08 |
Dividend yield | 22.19% | 21.40% | 7.62% | 20.71% | 29.49% | 6.92% | 6.40% | 12.06% | 7.66% | 5.32% | 10.27% | 12.42% |
Monthly Dividends
The table displays the monthly dividend distributions for MassMutual Mid Cap Growth 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 | $2.76 | $2.76 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 | $1.07 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.63 | $2.63 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.95 | $5.95 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.59 | $1.59 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.26 | $1.26 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.92 | $1.92 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.85 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $1.50 | $1.64 |
| 2014 | $0.27 | $0.00 | $0.00 | $0.00 | $1.81 | $2.08 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MassMutual Mid Cap Growth 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 Mid Cap Growth Fund was 56.04%, occurring on Nov 20, 2008. Recovery took 511 trading sessions.
The current MassMutual Mid Cap Growth Fund drawdown is 10.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.04% | Oct 11, 2007 | 281 | Nov 20, 2008 | 511 | Dec 2, 2010 | 792 |
| -36.88% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -34.41% | Mar 20, 2002 | 141 | Oct 9, 2002 | 228 | Sep 8, 2003 | 369 |
| -34.17% | Nov 17, 2021 | 229 | Oct 14, 2022 | 531 | Nov 25, 2024 | 760 |
| -24.91% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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