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MEPSX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$12.87
Change
+$0.13 (+1.02%)
Net Assets
33.1M

MEPSX MassMutual Disciplined Value R5 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Chevron Corp (NYSE:CVX), McDonald's Corp (NYSE:MCD), Cisco Systems (NASDAQ:CSCO), Comcast Corp (NASDAQ:CMCSA), 3M Company (NYSE:MMM).

Industry description

The investment seeks long-term total return. The fund invests primarily in equity securities of U.S. large- and mid-cap companies. It currently invests substantially all of its assets in companies represented in the Russell 1000® Value Index at the time of purchase, although the fund is actively managed and is not an index fund or a passively managed investment. The fund may hold a portion of its assets in unlisted securities. It may invest in exchange-traded funds and may use equity index futures contracts as a substitute for direct investments in order to help manage cash flows.

Market Cap

The average market capitalization across the MassMutual Disciplined Value R5 MF is 343.02B. The market cap for tickers in the group ranges from 58.7B to 741B. WMT holds the highest valuation in this group at 741B. The lowest valued company is MMM at 58.7B.

Volume

The average weekly volume growth across all stocks in the MassMutual Disciplined Value R5 MF was 268%. For the same stocks of the MF, the average monthly volume growth was 238% and the average quarterly volume growth was 21%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 60
P/E Growth Rating: 46
Price Growth Rating: 45
SMR Rating: 36
Profit Risk Rating: 37
Seasonality Score: 36 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Massmutual Premier Funds1295 State StreetSpringfield
Phone
N/A
Web
www.massmutual.com
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MEPSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MEPSX has been closely correlated with RMFCX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if MEPSX jumps, then RMFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MEPSX
1D Price
Change %
MEPSX100%
+1.02%
RMFCX - MEPSX
82%
Closely correlated
+1.02%
RMFEX - MEPSX
82%
Closely correlated
+1.03%
RMEBX - MEPSX
82%
Closely correlated
+1.01%
VIVAX - MEPSX
62%
Loosely correlated
+1.17%
VVIAX - MEPSX
62%
Loosely correlated
+1.19%
More