5 Best Mutual Funds for 2021

4. MassMutual Small Company Value Fund Class I (NASDAQ: MSVZX)

Year-to-Date Return: 32.86%

MassMutual Small Company Value Fund Class I (NASDAQ: MSVZX) is a Springfield-based mutual fund that invests at least 80% of net assets in small cap firms as represented by the S&P Small Cap 600 Index or the Russell 2000 Index. The fund is placed fourth on our list of 10 best mutual funds for 2021.

MassMutual Small Company Value Fund Class I (NASDAQ: MSVZX) has more than $288 million in net assets under management with a holdings turnover of 57%. The expense ratio for the fund is 1%.

A top holding of the fund is BankUnited, Inc. (NYSE: BKU), the Florida-based financial services company. MassMutual Small Company Value Fund Class I (NASDAQ: MSVZX) has invested 1.57% of assets in BankUnited, Inc. (NYSE: BKU).

At the end of the first quarter of 2021, 9 hedge funds in the database of Insider Monkey held stakes worth $135 million in BankUnited, Inc. (NYSE: BKU), down from 11 in the preceding quarter worth $121 million.