MassMutual Select Funds - MassMutual Equity Opportunities Fund
MFVZX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Springfield MA 01111 Springfield MA United States of America 01111
- IPO Date
- Nov 15, 2010
- CIK
- 0000902763
- Similar Companies
- Business
- MassMutual Equity Opportunities Fund (MFVZX) is an actively managed large-cap blend mutual fund that seeks long-term growth of capital by investing primarily in equity securities of U.S. companies, employing a high-conviction approach combining complementary strategies from subadvisers Wellington Management and T. Rowe Price to generate alpha while mitigating downside risk relative to the Russell 1000 Index benchmark. The fund allocates across Wellington's Select Quality Equity Strategy, which targets high-quality large-cap companies with attractive valuations and dividend growth; and T. Rowe Price's U.S. Select Value Strategy, which focuses on undervalued dividend-paying firms with strong brands, franchises, or assets, utilizing a conservative long-term framework; it maintains a portfolio of approximately 67 holdings diversified across sectors including financial services, technology, healthcare, consumer cyclical, and industrials, with top positions in companies such as Chubb Ltd, TJX Companies Inc, Intuit Inc, Microsoft Corp, and Linde PLC. Class I shares (MFVZX) feature a net expense ratio of 0.76%, with fund net assets of around $608 million as of recent reports, available to institutional investors with no minimum initial investment; other share classes include R5 (MFVSX), Service (MMFYX), Administrative (MMFVX), R4 (MFVAX), A (MFVFX), and R3 (MFVNX). Managed within the MassMutual Select Funds family by Massachusetts Mutual Life Insurance Company (MassMutual), founded in 1851 and headquartered in Springfield, Massachusetts, the fund was incepted on April 28, 2000, and primarily serves retirement plans, institutional investors, and individual accounts seeking core equity exposure with risk-adjusted performance, as evidenced by strong Morningstar ratings (5 stars overall, 3-year, 5-year, and 10-year periods among large blend peers). Geographically, the fund focuses on U.S. equities (91% allocation), with minor exposure to non-U.S. stocks (approximately 6.5%) in developed Europe, Eurozone, and Asia. In recent developments, MassMutual announced in April 2025 a strategic product and distribution partnership with Barings alongside Invesco's repurchase of $1 billion in preferred stock, enhancing distribution capabilities for its investment offerings including equity funds like MFVZX; additionally, MassMutual reported robust 2024 financial results in March 2025, bolstering its asset management platform with $29.2 billion in total assets under management across equity, fixed income, and multi-asset strategies as of mid-2025. No fund-specific mergers, acquisitions, or reorganizations for MFVZX were noted in the past 1-2 years, though related class R3 shares (MFVNX) transitioned to MassMutual Diversified Value Fund as of September 2025, reflecting ongoing portfolio optimizations within the MassMutual funds lineup. The fund continues active management under subadvisers, with Peter Fisher joining the team in December 2024.