MOORX Performance — MassMutual Small Cap Opportunities Fund, Class R4
Data updated: 2026-08-27
MOORX returned +19.38% year to date and +27.95% over one year to Jun 2026. Annualised returns are +16.12% over 3 years and +8.29% over 5 years. Against its US Small Blend category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $157, against $156 for the category, and to $128 over one year, against $133. Volatility over the past three years was 18.87% a year. In the 12 months to Jun 2026 the fund took in a net $86.8M, and assets reached $614.77M.
MOORX Growth of $100
What $100 invested in MassMutual Small Cap Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | MOORX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $128 | $133 |
| 3 years (Jul 2023 – Jun 2026) | $157 | $156 |
| 5 years (Jul 2021 – Jun 2026) | $149 | $141 |
| Since data start (Jul 2019 – Jun 2026) | $228 | $209 |
MOORX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +19.38% |
| 1 year | +27.95% |
| 3 years (annualised) | +16.12% |
| 5 years (annualised) | +8.29% |
MOORX Annual Returns
Calendar-year total returns of MassMutual Small Cap Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +19.38% |
| 2025 | +8.29% |
| 2024 | +12.46% |
| 2023 | +17.54% |
| 2022 | −16.14% |
| 2021 | +21.91% |
| 2020 | +19.84% |
| 2019 (Jul–Dec) | +8.84% |
MOORX 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 | +4.3% | +3.0% | −7.8% | +11.2% | +1.6% | +6.7% | — | — | — | — | — | — |
| 2025 | −6.3% | −4.0% | +4.5% | −1.1% | +5.4% | +3.1% | +0.1% | +5.7% | −1.1% | −0.8% | +3.9% | −0.5% |
| 2024 | +4.5% | +5.0% | −2.7% | −1.6% | +2.7% | −4.9% | +1.2% | +0.5% | +7.8% | −7.7% | +10.5% | −2.1% |
| 2023 | −3.8% | −0.7% | +8.4% | +9.6% | −2.1% | −1.8% | −6.0% | −3.2% | +4.8% | +11.9% | +9.4% | −7.7% |
| 2022 | −0.1% | +2.3% | −8.0% | −7.7% | +0.1% | −8.3% | −8.7% | −3.8% | +10.6% | −5.8% | +4.7% | +9.9% |
| 2021 | +2.8% | +7.1% | +2.6% | +0.1% | −0.7% | +4.5% | −1.6% | +1.7% | −0.8% | +4.0% | −4.9% | +5.8% |
| 2020 | −22.4% | −8.9% | −2.4% | +2.5% | +7.6% | +16.3% | −3.0% | +4.6% | +4.7% | +7.6% | +15.9% | +2.1% |
| 2019 | — | — | — | — | — | — | +3.1% | −3.3% | +0.5% | +2.8% | +3.9% | +1.7% |
MOORX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 18.87%
- 3-year Sharpe ratio: 0.62 (vs 4.5% risk-free rate)
- Best month: +11.93% (Oct 2023)
- Worst month: −7.82% (Mar 2026)
MOORX Fund Flows
Monthly money in and out of MassMutual Small Cap Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: $86.8M
- 12-month gross sales (incl. reinvestments): $210.6M
- Sales ÷ redemptions: 1.70×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $12.0M | $12.4M | −$463K |
| May 2026 | $10.4M | $12.8M | −$2.4M |
| Apr 2026 | $10.5M | $9.1M | $1.4M |
| Mar 2026 | $12.1M | $11.2M | $913K |
| Feb 2026 | $6.7M | $10.2M | −$3.5M |
| Jan 2026 | $12.8M | $11.2M | $1.6M |
| Dec 2025 | $72.9M | $13.1M | $59.8M |
| Nov 2025 | $6.4M | $7.2M | −$831K |
| Oct 2025 | $5.1M | $8.5M | −$3.4M |
| Sep 2025 | $11.3M | $8.2M | $3.2M |
| Aug 2025 | $41.3M | $7.0M | $34.3M |
| Jul 2025 | $9.0M | $12.9M | −$3.8M |
MOORX Assets Under Management
Net assets of MassMutual Small Cap Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $614.77M |
| 2026-03-31 | $511.02M |
| 2025-12-31 | $516.59M |
| 2025-09-30 | $494.65M |
| 2025-06-30 | $439.83M |
| 2025-03-31 | $406.78M |
| 2024-12-31 | $434.56M |
| 2024-09-30 | $434.87M |
| 2024-06-30 | $390.20M |
| 2024-03-31 | $394.00M |
| 2023-12-31 | $362.09M |
| 2023-09-30 | $326.10M |
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.