MassMutual Overseas Fund (MOSAX)
The investment seeks growth of capital over the long-term by investing in foreign equity securities. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of foreign companies, including companies located in Europe, Latin America, and Asia. It may invest up to 25% of its total assets in equity securities of issuers in emerging markets.
Fund Info
US57629S7606
Apr 30, 2001
$0
Expense Ratio
MOSAX has a high expense ratio of 1.34%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MassMutual Overseas 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 Overseas Fund had a return of 8.67% year-to-date (YTD) and 4.60% in the last 12 months. Over the past 10 years, MassMutual Overseas Fund had an annualized return of 1.47%, while the S&P 500 had an annualized return of 11.29%, indicating that MassMutual Overseas Fund did not perform as well as the benchmark.
MOSAX
8.67%
6.82%
-0.78%
4.60%
1.39%
1.47%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of MOSAX, 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 | 5.70% | 8.67% | |||||||||||
| 2024 | -1.64% | 2.26% | 2.45% | -3.30% | 4.47% | -2.93% | 2.90% | 3.27% | 2.07% | -5.78% | -1.02% | -6.29% | -4.20% |
| 2023 | 10.43% | -2.58% | 3.65% | 2.80% | -4.25% | 4.94% | 2.59% | -4.36% | -5.52% | -3.68% | 9.22% | 4.12% | 16.96% |
| 2022 | -2.42% | -4.85% | -1.02% | -6.19% | 2.56% | -9.05% | 4.45% | -6.14% | -9.08% | 5.87% | 14.15% | -9.04% | -21.20% |
| 2021 | -2.26% | 3.86% | 2.55% | 3.11% | 4.42% | -1.92% | 0.20% | 1.18% | -3.39% | 4.21% | -4.42% | -3.72% | 3.24% |
| 2020 | -3.56% | -7.63% | -17.68% | 7.37% | 3.94% | 5.20% | 3.07% | 5.05% | -3.21% | -4.20% | 18.48% | 4.12% | 6.63% |
| 2019 | 7.14% | 3.01% | 0.13% | 5.20% | -6.75% | 7.24% | -2.53% | -1.24% | 2.75% | 4.14% | 1.64% | 1.73% | 23.82% |
| 2018 | 5.83% | -5.21% | -2.18% | 1.91% | -2.39% | -1.81% | 3.15% | -2.74% | 0.11% | -8.97% | 0.12% | -14.35% | -24.87% |
| 2017 | 3.76% | 0.62% | 3.60% | 3.48% | 3.36% | 0.34% | 3.13% | -0.54% | 2.83% | 1.59% | 0.31% | 1.33% | 26.44% |
| 2016 | -6.90% | -2.80% | 7.05% | 1.61% | -1.19% | -3.61% | 4.86% | 1.99% | 0.65% | -0.77% | -0.91% | 2.92% | 2.11% |
| 2015 | 0.61% | 6.11% | -1.15% | 3.49% | -0.11% | -2.82% | 1.51% | -8.25% | -4.19% | 6.89% | -1.36% | -2.49% | -2.74% |
| 2014 | -5.51% | 5.60% | -0.79% | 1.59% | 1.34% | -0.00% | -3.09% | 0.39% | -3.46% | -0.24% | 1.56% | -3.90% | -6.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MOSAX 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 Overseas Fund (MOSAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MassMutual Overseas Fund provided a 1.25% dividend yield over the last twelve months, with an annual payout of $0.11 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.11 | $0.11 | $0.10 | $0.12 | $0.08 | $0.01 | $0.14 | $0.09 | $0.14 | $0.13 | $0.24 | $0.15 |
Dividend yield | 1.25% | 1.36% | 1.16% | 1.60% | 0.79% | 0.08% | 1.62% | 1.26% | 1.42% | 1.71% | 3.11% | 1.89% |
Monthly Dividends
The table displays the monthly dividend distributions for MassMutual Overseas 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 | $0.11 | $0.11 |
| 2023 | $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 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2016 | $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 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.08 | $0.24 |
| 2014 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
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 Overseas 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 Overseas Fund was 64.93%, occurring on Mar 9, 2009. Recovery took 2054 trading sessions.
The current MassMutual Overseas Fund drawdown is 13.85%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.93% | Jul 17, 2007 | 414 | Mar 9, 2009 | 2054 | May 5, 2017 | 2468 |
| -44.69% | Jan 29, 2018 | 541 | Mar 23, 2020 | 269 | Apr 16, 2021 | 810 |
| -36.21% | Nov 9, 2021 | 222 | Sep 27, 2022 | — | — | — |
| -17.15% | Jan 16, 2003 | 38 | Mar 12, 2003 | 38 | May 6, 2003 | 76 |
| -12.44% | May 11, 2006 | 23 | Jun 13, 2006 | 79 | Oct 5, 2006 | 102 |
Volatility
Volatility Chart
The current MassMutual Overseas Fund volatility is 4.04%, 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.