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Massmutual Equity Opportunities Fund Class I (MFVZX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 440.31M
MassMutual Select Focused Value I
19.58
+0.09
+0.46%
- Overview
- Profile
- Historical Data
- Holdings
MFVZX Overview
On this page you'll find an in-depth profile of Massmutual Equity Opportunities Fund Class I. Learn about the key management, total assets, investment strategy and contact information of MFVZX among other information.
Investment Strategy
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 subadvisers believe are financially sound, valued conservatively by the market, and have improving prospects. 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 30% of its total assets in foreign securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Donald J. Kilbride | Portfolio Manager | 2017 | Now |
| Biography | Donald J. Kilbride Senior Managing Director, Partner, and Equity Portfolio Manager Don is a portfolio manager in Global Equity Portfolio Management on the Quality Equity team. He manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. Don currently manages Wellington's Dividend Growth and related approaches focusing on large-cap, quality companies with a value orientation. Prior to joining Wellington Management in 2002, Don was a senior investment analyst and director of Non-Technology Research at Greenberg-Summit Partners; his coverage area included energy, basic materials, financial services, aerospace/defense, and transportation (2001 – 2002). He also worked for six years as the director of US Equity Research at The Boston Company (1996 – 2001). Don received his MBA from the University of North Carolina’s Kenan-Flagler Business School (1991) and his BA from the College of the Holy Cross (1986). | ||
| John D. Linehan | Vice President | 2017 | Now |
| Biography | John Linehan is the portfolio manager for the Equity Income Strategy and co-portfolio manager of the US Large-Cap Value Strategy for T. Rowe Price. In addition, he is the chief investment officer of Equity and a member of the firm's US Equity Steering, Equity Brokerage and Trading Control, and Counterparty Risk Committees. Mr. Linehan is Chairman of the Investment Advisory Committee at T. Rowe. He is a large-cap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large-Cap Value Strategy. From February 2010 to June 2014, Mr. Linehan was head of U.S. Equity and chairman of the U.S. Equity Steering Committee. He is a member of the firm's U.S. Equity Steering, Equity Brokerage and Trading Control, and Counterparty Risk Committees. He earned a B.A. from Amherst College and an M.B.A. from Stanford University, where he was the Henry Ford II Scholar, an Arjay Miller Scholar, and the winner of the Alexander A. Robichek Award in finance. Mr. Linehan is a CFA® charterholder. | ||
| Anthony P. Coniaris | Co-Chairman | 2015 | 2017 |
| Biography | Tony Coniaris is Chairman and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the U.S. Equity, U.S. Concentrated, Global All Cap, Global and Global Concentrated Strategies. He joined Harris Associates in 1999. Tony has an MBA from Northwestern University and a BA from Wheaton College. | ||
| Robert F. Bierig | Partner, Portfolio Manager and U.S. Investment Analyst | 2015 | 2017 |
| Biography | Robert Bierig is a Vice President, Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the U.S. Equity and U.S. Concentrated Strategies and certain high net worth accounts. Prior to joining Harris Associates in 2012, he was a Managing Principal at Amethyst Capital Management, Managing Director at GEICO Investments, Investor at Frist Capital, Investment Analyst at ESL Investments and Investment Banking Analyst at Morgan Stanley. Robert has a BA from Duke University. | ||
| M. Colin Hudson | Partner, Vice President, Portfolio Manager and U.S. Investment Analyst | 2015 | 2017 |
| Biography | M. Colin Hudson is a Vice President, Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the Global All Cap, Global, Global Concentrated, Equity and Income and Fixed Income Strategies. Prior to joining Harris Associates in 2005, Colin was the Vice President and Director of Research at Hilliard Lyons Asset Management and an Investment Analyst at Wallington Asset Management. Colin has an MBA and an MS from Indiana University and a BA from DePauw University. | ||
| Robert M. Levy | CEO | 2000 | 2017 |
| Biography | Levy serves as partner, president, chief executive officer and portfolio manager with Harris Associates, his employer since 1985. Formerly a Portfolio Manager and Director of Gofen and Glossberg, Inc. Levy is a Chartered Financial Analyst charterholder. ROBERT M. LEVY, CFA Partner, Chairman and Chief Investment Officer, Domestic Equity • Executive Vice President of the Oakmark Funds • BA (Vanderbilt University, 1972) • MBA (Wharton Business School, University of Pennsylvania, 1974) • Formerly a Portfolio Manager and Director of Gofen and Glossberg, Inc. (1977-1985) • Thirty-three years investment experience • Joined Harris Associates in 1985 | ||
| Michael J. Mangan | Partnerand | 2007 | 2014 |
| Biography | Michael J. Mangan, CFA® – Michael J. Mangan has co-managed the Harris Associates segment of Natixis U.S. Equity Opportunities ETF since 2020. Mr. Mangan, a portfolio manager of Harris Associates joined the firm in 1997. Mr. Mangan received a B.B.A. from the University of Iowa and an M.B.A. from Northwestern University. Mr. Mangan is a CPA, holds the designation of Chartered Financial Analyst® and has over 32 years of investment experience. | ||
| Daren C. Heitman | Portfolio Manager | 2005 | 2008 |
| Biography | Daren was most recently a Partner and Portfolio Manager at Philadelphia-based Cooke & Beiler (2005 to 2014), where he led the firm’s successful launch of its Small Cap Value strategy and co-managed over $4 Billion in mid/large cap equities for institutional clients. He was previously a Senior Analyst and Partner at Schneider Capital Management (2000 to 2005), where he conducted in-depth research and analysis, mainly small cap value stocks. He began his investment management career in 1994 at Skyline Asset Management, a Chicago-based investment advisory firm specializing in small cap value management where he was engaged full time in small cap value fundamental research. Daren earned an MBA with Honors from the University of Chicago – Graduate School of Business. He is a graduate of Iowa State University with a B.S. in Finance | ||
| Edward W. O'Connor | Portfolio Manager | 2004 | 2008 |
| Biography | Ted earned his undergraduate degree in Economics and Philosophy from Colgate University, graduating cum laude with honors. He served as a U.S. diplomat in Cuba and Guatemala prior to receiving his MBA from the University of Chicago in 1999. He then joined Cambiar Investors in Denver, Colorado where he worked for three years before joining Cooke & Bieler in 2002. | ||
| Chris McIsaac | - | 2004 | 2008 |
| Biography | Chris D. McIsaac is managing director of Vanguard's International division, which provides investments to institutions, financial advisors, and individual clients in more than 80 countries around the world. He joined Vanguard in 1997. Most recently, he was head of Vanguard's Planning and Development Group; before that, he was head of the Institutional Investor Group. Mr. McIsaac holds a B.S. from Saint Joseph's University and an M.B.A. from Harvard Business School. | ||
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