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Massmutual Premier Disciplined Growth Fund Class R5: (MF: MPGSX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$10.37 USD
+0.17 (1.67%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.56 | 88 |
| 3 months | -10.56 | 88 |
| 6 months | -3.98 | 57 |
| 1 Year | 7.27 | 18 |
| 3 Year | 9.11 | 15 |
| 5 Year | 18.12 | 23 |
| 10 Year | 13.17 | 9 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.25 |
| Bull Market (2/09 - 3/21) | 1,222.59 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 7.27 |
| 5 Year | 18.11 |
| 10 Year | 13.18 |
| Since Inception | 10.98 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.56 | NA | NA | NA |
| 2024 | 13.98 | 8.97 | 2.52 | 7.36 |
| 2023 | 13.80 | 11.02 | -2.64 | 13.49 |
| 2022 | -10.49 | -19.91 | -5.42 | 0.48 |
| 2021 | 1.63 | 12.42 | 1.23 | 10.67 |
| 2020 | -15.01 | 26.45 | 11.54 | 9.50 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.56 | 36.72 | 39.60 | -31.89 | 28.02 | 31.26 | 33.49 | -4.06 | 28.57 | 7.13 | 3.63 |
| % Total Return Rel to Index | -6.30 | 11.69 | 13.36 | -13.68 | -0.65 | 12.86 | 2.00 | 0.32 | 6.77 | -4.80 | 2.24 |
| % Total Return Rel to Peer | -5.54 | 17.32 | 16.61 | -12.19 | 5.96 | 11.34 | 5.07 | 2.79 | 7.89 | -0.68 | 5.23 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 2.00 | 2.00 | 2.00 | 1.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.05 | 0.09 | 0.13 | 0.11 | 0.15 | 0.12 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.35 | 0.78 | 1.06 | 0.77 | 1.27 | 0.99 |
| Capital Gains ($) | 0.00 | 2.07 | 0.42 | 0.37 | 6.16 | 0.54 | 1.31 | 2.85 | 1.55 | 0.82 | 0.85 |
| Expense Ratio | 0.00 | 0.69 | 0.73 | 0.68 | 0.67 | 0.66 | 0.65 | 0.62 | 0.63 | 0.61 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%