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Massmutual Premier Disciplined Growth Fund Class A: (MF: MPGAX)
(NASDAQ Mutual Funds) As of May 14, 2024 08:00 PM ET
$10.54 USD
+0.06 (0.57%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.31 | 8 |
| 3 months | 5.83 | 14 |
| 6 months | 25.44 | 18 |
| 1 Year | 33.28 | 10 |
| 3 Year | 6.52 | 28 |
| 5 Year | 13.74 | 14 |
| 10 Year | 12.96 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.55 |
| Bull Market (2/09 - 3/21) | 916.28 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 31.98 |
| 5 Year | 14.45 |
| 10 Year | 12.84 |
| Since Inception | 10.39 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.91 | NA | NA | NA |
| 2023 | 13.66 | 10.87 | -2.76 | 13.39 |
| 2022 | -10.51 | -20.04 | -5.51 | 0.38 |
| 2021 | 1.51 | 12.30 | 1.12 | 10.48 |
| 2020 | -15.18 | 26.39 | 11.41 | 9.38 |
| 2019 | 14.58 | 3.69 | 1.21 | 10.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.31 | 38.93 | -32.13 | 27.38 | 30.66 | 32.82 | -4.41 | 28.01 | 6.63 | 3.20 | 11.73 |
| % Total Return Rel to Index | 3.26 | 12.69 | -13.92 | -1.29 | 12.26 | 1.33 | -0.01 | 6.22 | -5.30 | 1.81 | -1.91 |
| % Total Return Rel to Peer | 4.47 | 15.93 | -12.43 | 5.32 | 10.74 | 4.39 | 2.44 | 7.34 | -1.18 | 4.80 | 3.52 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 2.00 | 2.00 | 2.00 | 2.00 | 1.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.07 | 0.04 | 0.10 | 0.07 | 0.07 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.36 | 0.59 | 0.33 | 0.85 | 0.57 | 0.55 |
| Capital Gains ($) | 0.00 | 0.42 | 0.37 | 6.16 | 0.54 | 1.31 | 2.85 | 1.55 | 0.82 | 0.85 | 1.55 |
| Expense Ratio | 0.00 | 1.18 | 1.13 | 1.12 | 1.11 | 1.10 | 1.07 | 1.08 | 1.06 | 1.05 | 1.04 |
* 1 = Top 20%, 5 = Bottom 20%