MOORX Mutual Fund

MOORX Mutual Fund (MassMutual Small Cap Opportunities Fund Class R4) is managed by MassMutual Funds. MOORX expense ratio is 1.10%, holding 100 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2014-04-01.

MOORX performance shows a YTD return of 16.68%. The 1-year return is 24.90% and the 5-year return is 7.96%. MOORX dividend yield stands at 8.79%, paid annually.

MOORX top holdings include Fixed Inc Clearing Corp.Repo (2.5%), Enpro Industries Inc (2.1%), American Healthcare REIT Inc (1.9%), Helmerich & Payne, Inc. (1.8%), Brightspring Health (1.8%). Go to all MOORX holdings, MOORX sectors, or MOORX dividends.

MOORX can be compared against other funds. Use MOORX overlap to find shared positions, or MOORX vs another fund for a side-by-side view. MOORX alternatives are available via the screener, along with tax-loss harvesting opportunities.