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MFVSX MassMutual Select Focused Value R5

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Fund MFVSX MassMutual Select Focused Value R5 VOO Vanguard 500 ETF DHVW Diamond Hill Valuation-Weighted 500 ETF  
100% 87% 88%
Annual Fees
(0.83% Exp. Ratio)
(0.05% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$41,340.00 $52,293.18 $51,514.06
Est. savings over 30 yrs +$10,953.18 +$10,174.05
As of 9/30/16
1 YR RETURN 13.44%
3 YR 6.19%
5 YR 16.33%
10 YR 8.86%
1 YR RETURN 15.39%
3 YR 11.12%
5 YR 16.33%
10 YR --
1 YR RETURN 13.90%
3 YR 10.68%
5 YR --
10 YR --
The investment seeks growth of capital over the long-term. The fund invests primarily in equity securities of U.S. companies that the fund's subadviser believes are undervalued. It typically invests most of its assets in equity securities of U.S. companies, but may invest in foreign securities and American Depositary Receipts ("ADRs"), including emerging market securities. The fund generally will not invest more than 25% of its total assets in foreign securities, and will not invest more than 5% of its total assets in emerging market securities. It is non-diversified.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the price and total return performance, before fees and expenses, of the Diamond Hill Valuation-Weighted 500 index. The fund invests at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) in the component securities of the index. The index is composed of the common stock of approximately 500 U.S.-listed companies weighted based on a proprietary, patent-pending valuation methodology developed by Diamond Hill Capital Management, Inc., the fund's investment adviser.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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