MSCDX Mutual Fund

MSCDX Mutual Fund (MassMutual Small Cap Opportunities Fund Class R5) is managed by MassMutual Funds. MSCDX expense ratio is 0.75%, holding 100 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2004-11-01.

MSCDX performance shows a YTD return of 16.93%. The 1-year return is 25.38% and the 5-year return is 8.35%. MSCDX dividend yield stands at 8.49%, paid annually.

MSCDX top holdings include Fixed Inc Clearing Corp.Repo 1.44 7/1/2022 (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 MSCDX holdings, MSCDX sectors, or MSCDX dividends.

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