MMOCX — MassMutual Global Fund

MMOCX Fund Overview

MMOCX — MassMutual Global Fund is a US mutual fund managed by Massmutual Premier Funds, categorised as Global (incl. US) Large Cap Blend / Core Information Technology Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

• Type: US mutual fund
• Manager: Massmutual Premier Funds
• Category: Global (incl. US) Large Cap Blend / Core Information Technology Equity
• Assets under management: $144.21M
• Ticker: MMOCX
• SEC CIK: 0000927972
• SEC series ID: S000003778
• Share class ID: C000241047

MMOCX Investment Objective and Strategy

MassMutual Global Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Massmutual Premier Funds.

Investment objective

The Fund seeks long-term capital appreciation.

Principal investment strategy

The Fund invests primarily in common stocks of companies in the U.S. and foreign countries. The Fund can invest without limit in foreign securities, including American Depositary Receipts (ADRs), and can invest in any country, including developing or emerging market countries. However, the Fund currently emphasizes investments in developed markets such as the United States, Western European countries, and Japan. The Fund is not required to allocate its investments in any set percentages to any particular countries. As a fundamental policy, the Fund normally will invest in at least three countries (one of which may be the United States). Typically, the Fund invests in a number of different countries. The Fund does not limit its investments to companies in a particular market capitalization range, but currently focuses on common stocks of mid- and large-cap companies.

The Fund may hold a portion of its assets in cash or cash equivalents. The Funds subadviser, OppenheimerFunds, Inc. (OFI), primarily looks for quality companies, regardless of domicile, that have sustainable growth. OFIs investment approach combines a thematic approach to idea generation with bottom-up, fundamental company analysis. OFI seeks to identify secular changes in the world and looks for pockets of durable change that it believes will drive global growth for the next decade. These large scale structural themes are referred to collectively as MANTRA : Mass Affluence, New Technology, Restructuring, and Aging. OFI does not target a fixed allocation with regard to any particular theme, and may choose to focus on various sub-themes within each theme. Within each sub-theme, OFI employs fundamental company analysis to select investments for the Funds portfolio.

The economic characteristics OFI seeks include a combination of high return on invested capital, good cash flow characteristics, high barriers to entry, dominant market share, a strong competitive position, talented management, and balance sheet strength that OFI believes will enable the company to fund its own growth. These criteria may vary. OFI also considers how industry dynamics, market trends and general economic conditions may affect a companys earnings outlook. OFI has a long-term investment horizon of typically three to five years. OFI also has a contrarian buy discipline; OFI buys high quality companies that fit its investment criteria when their valuations underestimate their long-term earnings potential. For example, a companys stock price may dislocate from its fundamental outlook due to a short-term earnings glitch or negative, short-term market sentiment, which can give rise to an investment opportunity.

OFI monitors individual issuers for changes in earnings potential or other effects of changing market conditions that may trigger a decision to sell a security, but do not require a decision to do so.

MMOCX Holdings

Top 10 holdings of MassMutual Global Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

View all MMOCX holdings

MMOCX Portfolio Allocation

Asset-class allocation of MassMutual Global Fund by percentage of net assets, from the latest SEC N-PORT filing.

MMOCX Performance

Total returns for MMOCX (as of 2026-10-01), from SEC filings.

MMOCX Risk Information

Risk metrics for MMOCX, derived from monthly returns in SEC filings.

• 1-year volatility (annualised): 17.3%

MMOCX Costs and Fees

MMOCX costs about $103 per $10,000 invested per year in fund expenses.

• Net expense ratio: 1.03%
• Gross expense ratio: 1.03%
• Portfolio turnover: 24%
• Brokerage commissions: 4.69 bps of average net assets (SEC N-CEN)

MMOCX Cashflows

Over the 12 months to 2026-06, MassMutual Global Fund had net inflows of $955.07K, from monthly SEC N-PORT filings.

MMOCX Debt Constituents

No individual debt constituents are reported in MassMutual Global Fund's latest SEC N-PORT filing.

MMOCX Prospectus and SEC Filings

Official MassMutual Global Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

• Prospectus (485BPOS) — filed 2026-01-30
• Prospectus (485BPOS) — filed 2025-01-31
• Prospectus (485BPOS) — filed 2024-02-01
• Portfolio holdings (N-PORT) — filed 2026-08-27
• Portfolio holdings (N-PORT) — filed 2026-05-27
• Portfolio holdings (N-PORT) — filed 2026-02-26
• Annual census (N-CEN) — filed 2025-12-12
• Annual census (N-CEN) — filed 2024-12-13

Related Funds

Other Global (incl. US) Large Cap Blend / Core Information Technology Equity funds tracked on ABC INVEST:

• Invesco Global Fund (OGLCX)
• Amana Growth Fund (AMAGX)
• Defiance Quantum ETF (QTUM)
• Templeton World Fund (TEMWX)
• First Trust Indxx NextG ETF (NXTG)

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.