MEFZX Performance — MassMutual Mid Cap Growth Fund, Class I
Data updated: 2026-08-27
MEFZX returned +7.74% year to date and +10.75% over one year to Jun 2026. Annualised returns are +9.60% over 3 years and +3.42% over 5 years. The fund trailed its US Mid-Cap Growth category average: $100 invested three years ago grew to $132, against $152 for the category, and to $111 over one year, against $118. Volatility over the past three years was 15.41% a year. In the 12 months to Jun 2026 the fund lost a net $1.4B, and assets reached $2.50B.
MEFZX Growth of $100
What $100 invested in MassMutual Mid Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Growth category average over the same months.
| Period | MEFZX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $111 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $132 | $152 |
| 5 years (Jul 2021 – Jun 2026) | $118 | $129 |
| Since data start (Jul 2019 – Jun 2026) | $175 | $203 |
MEFZX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.74% |
| 1 year | +10.75% |
| 3 years (annualised) | +9.60% |
| 5 years (annualised) | +3.42% |
MEFZX Annual Returns
Calendar-year total returns of MassMutual Mid Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.74% |
| 2025 | +3.80% |
| 2024 | +11.39% |
| 2023 | +19.62% |
| 2022 | −24.08% |
| 2021 | +15.04% |
| 2020 | +26.22% |
| 2019 (Jul–Dec) | +6.32% |
MEFZX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.4% | +2.8% | −7.1% | +6.2% | +2.5% | +2.2% | — | — | — | — | — | — |
| 2025 | −6.4% | −6.1% | +4.5% | −0.3% | +5.9% | +4.3% | +1.1% | +1.1% | +0.1% | +0.6% | +0.4% | −0.5% |
| 2024 | +2.7% | +6.3% | −0.1% | +0.3% | +1.3% | −6.0% | +1.5% | +1.8% | +2.8% | −5.6% | +8.2% | −1.6% |
| 2023 | +1.2% | −2.1% | +8.4% | +7.6% | −0.8% | −1.2% | −5.5% | −3.1% | +3.4% | +7.5% | +10.4% | −6.0% |
| 2022 | +0.8% | −1.2% | −11.0% | −7.6% | −1.7% | −9.4% | −8.7% | −3.9% | +10.1% | −5.1% | +6.7% | +6.5% |
| 2021 | +0.2% | +3.4% | −0.9% | +3.3% | −1.4% | +5.2% | −3.9% | +2.6% | +1.9% | +2.5% | −3.3% | +5.0% |
| 2020 | −16.9% | −7.1% | −0.3% | +2.0% | +9.7% | +15.0% | −0.9% | +3.8% | +5.7% | +4.7% | +12.8% | −0.7% |
| 2019 | — | — | — | — | — | — | −0.2% | −1.8% | +1.4% | +2.2% | +4.1% | +0.5% |
MEFZX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 15.41%
- 3-year Sharpe ratio: 0.33 (vs 4.5% risk-free rate)
- Best month: +10.45% (Nov 2023)
- Worst month: −7.13% (Mar 2026)
MEFZX Fund Flows
Monthly money in and out of MassMutual Mid Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$1.4B
- 12-month gross sales (incl. reinvestments): $1.0B
- Sales ÷ redemptions: 0.42×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $18.1M | $151.7M | −$133.6M |
| May 2026 | $30.0M | $290.5M | −$260.5M |
| Apr 2026 | $27.4M | $163.7M | −$136.2M |
| Mar 2026 | $28.3M | $317.5M | −$289.2M |
| Feb 2026 | $42.4M | $176.4M | −$134.0M |
| Jan 2026 | $43.6M | $171.1M | −$127.5M |
| Dec 2025 | $630.1M | $157.8M | $472.3M |
| Nov 2025 | $22.2M | $152.9M | −$130.7M |
| Oct 2025 | $36.4M | $219.8M | −$183.4M |
| Sep 2025 | $48.8M | $216.0M | −$167.3M |
| Aug 2025 | $51.6M | $206.5M | −$154.8M |
| Jul 2025 | $35.5M | $190.0M | −$154.5M |
MEFZX Assets Under Management
Net assets of MassMutual Mid Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $2.50B |
| 2026-03-31 | $2.75B |
| 2025-12-31 | $3.39B |
| 2025-09-30 | $3.82B |
| 2025-06-30 | $4.21B |
| 2025-03-31 | $4.09B |
| 2024-12-31 | $4.84B |
| 2024-09-30 | $5.11B |
| 2024-06-30 | $4.99B |
| 2024-03-31 | $5.46B |
| 2023-12-31 | $5.31B |
| 2023-09-30 | $4.99B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.