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 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 Overseas Fund (MOSAX) returned 15.86% year-to-date (YTD) and 13.08% over the past 12 months. Over the past 10 years, MOSAX returned 5.56% annually, underperforming the S&P 500 benchmark at 10.84%.
MOSAX
15.86%
5.17%
14.65%
13.08%
9.42%
11.63%
5.56%
^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 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% | 2.23% | -1.03% | 3.24% | 4.94% | 15.86% | |||||||
| 2024 | -1.64% | 2.27% | 2.45% | -3.30% | 4.47% | -2.93% | 2.90% | 3.27% | 2.07% | -5.78% | -1.02% | -2.06% | 0.12% |
| 2023 | 10.43% | -2.58% | 3.65% | 2.79% | -4.25% | 4.94% | 2.59% | -4.36% | -5.52% | -3.68% | 9.22% | 5.28% | 18.26% |
| 2022 | -2.42% | -4.85% | -1.02% | -6.19% | 2.56% | -9.05% | 4.45% | -6.14% | -9.08% | 5.87% | 14.15% | -2.29% | -15.35% |
| 2021 | -2.27% | 3.86% | 2.55% | 3.11% | 4.42% | -1.93% | 0.20% | 1.18% | -3.39% | 4.21% | -4.42% | 5.01% | 12.60% |
| 2020 | -3.56% | -7.63% | -17.68% | 7.37% | 3.94% | 5.20% | 3.07% | 5.05% | -3.21% | -4.20% | 18.48% | 5.95% | 8.51% |
| 2019 | 7.14% | 3.01% | 0.13% | 5.20% | -6.75% | 7.24% | -2.53% | -1.24% | 2.75% | 4.14% | 1.64% | 3.54% | 26.01% |
| 2018 | 5.83% | -5.21% | -2.18% | 1.91% | -2.39% | -1.81% | 3.15% | -2.74% | 0.11% | -8.97% | 0.12% | -5.14% | -16.78% |
| 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% | -3.62% | 4.86% | 1.99% | 0.65% | -0.77% | -0.91% | 2.92% | 2.11% |
| 2015 | 0.62% | 6.10% | -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% | 5.59% | -0.79% | 1.59% | 1.34% | -0.00% | -3.09% | 0.39% | -3.47% | -0.24% | 1.56% | -3.90% | -6.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MOSAX is 57, indicating average performance compared to other mutual funds on our website. Here’s 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.
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Dividends
Dividend History
MassMutual Overseas Fund provided a 5.20% dividend yield over the last twelve months, with an annual payout of $0.49 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.49 | $0.49 | $0.19 | $0.68 | $0.92 | $0.16 | $0.29 | $0.87 | $0.14 | $0.13 | $0.24 | $0.15 |
Dividend yield | 5.20% | 6.02% | 2.24% | 9.26% | 9.64% | 1.78% | 3.36% | 12.16% | 1.42% | 1.71% | 3.12% | 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 | $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 | $0.49 | $0.49 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.92 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.87 |
| 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.
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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 58.43%, occurring on Mar 9, 2009. Recovery took 1045 trading sessions.
The current MassMutual Overseas Fund drawdown is 0.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.43% | Jul 17, 2007 | 414 | Mar 9, 2009 | 1045 | May 3, 2013 | 1459 |
| -37.66% | Jan 29, 2018 | 541 | Mar 23, 2020 | 172 | Nov 24, 2020 | 713 |
| -30.48% | Jan 13, 2022 | 177 | Sep 27, 2022 | 362 | Mar 7, 2024 | 539 |
| -25.29% | May 22, 2015 | 183 | Feb 11, 2016 | 307 | May 2, 2017 | 490 |
| -17.16% | Jan 16, 2003 | 38 | Mar 12, 2003 | 38 | May 6, 2003 | 76 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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