MSERX

Active

MassMutual Small Cap Growth Equity Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.55%
Annual Cost per $10K
$155.00
30-Year Fee Drag per $10K
$26,987
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+14.16%

Asset Allocation

US Equity
89%
Intl Equity
9%
Cash
2%

Fee Comparison

MSERX
1.55%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

46% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+57.52%3Y
Compare to

Fee Impact Calculator

$
%
MSERX at 1.55%$245,679
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$134,934
Cost vs index fund−$131,746

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
MSERXMassMutual Small Cap Growth Equity Fund1.55%
CICEXInvestment Co of America0.85%
CDIRXColumbia Dividend Income Fund1.15%
FBCCXFidelity Blue Chip Growth Fund0.97%
JDVFXDisciplined Value Fund1.71%
FOCKXFidelity OTC Portfolio1.05%
MEGRXMFS Growth Fund1.08%
MEIAXMFS Value Fund0.79%
PMAQXMidCap Fund1.46%
OIEFXJPMorgan Equity Income Fund0.95%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
JMUEXJPMorgan U.S. Equity Fund0.94%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
FRDPXFranklin Rising Dividends Fund0.83%
PAFDXT. Rowe Price Equity Income Fund0.98%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
RPMGXT. Rowe Price Mid-Cap Growth Fund, Inc.0.75%
FGSRXFranklin Growth Fund1.04%
FKDNXFranklin Dynatech Fund0.82%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
VAFAXInvesco American Franchise Fund0.93%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
FNIAXFidelity Advisor New Insights Fund0.90%
MCVRXMFS Mid Cap Value Fund1.24%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
POLRXPolen Growth Fund1.22%
DDFIXInvesco Diversified Dividend Fund1.07%
MCPRXMFS Mid Cap Growth Fund1.02%
TAMVXT. Rowe Price Mid-Cap Value Fund, Inc.1.10%
NDVAXMFS New Discovery Value Fund1.46%
SBLGXClearBridge Large Cap Growth Fund1.01%
CCIFXColumbia Seligman Technology and Information Fund0.91%
FSIUXInvesco Dividend Income Fund1.69%
MLINXNYLI Winslow Large Cap Growth Fund1.13%
PRWAXT. Rowe Price All-Cap Opportunities Fund0.79%
BPTUXBaron Partners Fund1.99%
FCPVXFidelity Small Cap Value Fund1.20%
CSECXCalvert Equity Fund1.65%
ASMMXInvesco Summit Fund1.23%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
EPGAXFidelity Advisor Equity Growth Fund0.92%
MEFAXMassMutual Mid Cap Growth Fund1.11%
DAGVXBNY Mellon Dynamic Value Fund0.93%
PBCJXBlue Chip Fund0.92%
JSECXJPMorgan Small Cap Equity Fund1.24%
PRSVXT. Rowe Price Small-Cap Value Fund, Inc.0.77%
SGRAXAllspring Growth Fund1.15%
LMPPXClearBridge Appreciation Fund1.24%
LMPFXClearBridge Growth Fund1.13%
WGROXWasatch Core Growth Fund1.17%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
PASSXT. Rowe Price Small-Cap Stock Fund, Inc.1.15%
CCASXCONESTOGA SMALL CAP FUND1.10%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
XFBRXVIP Mid Cap Portfolio0.82%
MRERXMFS Core Equity Fund0.88%
PRDSXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.79%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
NLSAXNeuberger Berman Long Short Fund1.68%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
RETSXTax-Managed U.S. Large Cap Fund0.91%
LGLAXLord Abbett Growth Leaders Fund0.90%
MFRFXMFS Research Fund0.77%
JLCFXFundamental Large Cap Core Fund0.91%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
ATHAXHeritage Fund1.25%
HFMTXTHE HARTFORD MIDCAP FUND0.83%
RAGTXVirtus Zevenbergen Technology Fund1.44%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
PCSMXSmallCap Growth Fund I1.44%
MVISXPatient Opportunity Trust1.42%
MMGEXMassMutual Small Cap Growth Equity Fund1.55%
BSCUXBARON SMALL CAP FUND1.05%
BGRUXBARON GROWTH FUND1.09%
PABVXMidCap Value Fund I1.19%
BARUXBARON ASSET FUND1.04%
ESPAXAllspring Special Small Cap Value Fund1.17%
LAFPXLORD ABBETT AFFILIATED FUND INC0.89%
HQIRXTHE HARTFORD EQUITY INCOME FUND1.36%
PLVJXLargeCap Value Fund III0.94%
FGSFXFidelity Growth Strategies Fund0.98%
SVFFXSmead Value Fund0.95%
AAAGXTHRIVENT LARGE CAP GROWTH FUND1.04%
JLVMXJPMorgan Large Cap Value Fund0.93%
GABSXThe Gabelli Small Cap Growth Fund1.37%
IVOAXMacquarie Mid Cap Income Opportunities Fund1.33%
MSEGXGROWTH PORTFOLIO0.87%
LAMAXLord Abbett Dividend Growth Fund0.89%
MFOCXMarsico Focus Fund1.45%
GSMAXGoldman Sachs Small/Mid Cap Growth Fund1.25%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
FMILXFidelity New Millennium Fund0.76%
ARGFXAriel Fund1.00%
FGRAXFranklin Growth Opportunities Fund0.94%
PARMXParnassus Mid Cap Fund0.95%
AVFIXAmerican Beacon Small Cap Value Fund0.80%
LACAXColumbia Acorn Fund1.07%
CCVAXCalvert Small Cap Fund1.19%
FECCXFirst Eagle Small Cap Opportunity Fund1.26%

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