MML Equity Fund
Investment Strategy
This Fund’s primary objective is to achieve a superior total rate of return over an extended period of time from both capital appreciation and current income. Its secondary objective is the preservation of capital when business and economic conditions indicate that investing for defensive purposes is appropriate. The Fund invests primarily in common stocks of companies that the subadvisers believe are undervalued in the marketplace. While the Fund does not limit its investments to issuers in a particular capitalization range, the subadvisers currently focus on securities of larger size companies. Under normal circumstances, the Fund invests at least 80% of its net assets in common stocks, preferred stocks, securities convertible into common or preferred stocks, and other securities, such aInvestment Expenses, Sales Charges, and Fees
Average Annual Total Returns
All average annual total returns are reported net of all fees and as of the end of the last quarter. Past performance does not guarantee future results.
Year | 1 | 3 | 5 | 10 |
Since Inception () |
---|---|---|---|---|---|
Total Returns |
1.00%
|
%
|
11.00%
|
5.00%
|
%
|
Impact of Expenses and Fees
The table below assumes the investor invests $10,000 on the first day of year one and that the original investment earns a continuous 5% return. In addition, it assumes the
investor reinvests all earnings, and makes no additional contributions. The 5% rate of return is hypothetical and used only to illustrate the respective impacts of different fee
amounts on each investment. It is not intended to predict future investment returns.
Calculations are done by the 403bCompare site in an effort to provide a standardized comparison of the impact of all fees associated with an investment option. This includes all
required 403(b) product-level fees, and investment-level fees. For more information on fees or expenses associated with a 403(b) product or investment option, please refer
fees located in Help & Resources .
If Shares are Redeemed | |||||
---|---|---|---|---|---|
End of year |
1
|
5
|
10
|
15
|
20
|
Total Fees and Charges |
$1,004
|
$1,438
|
$1,721
|
$2,663
|
$3,677
|
If Shares are Not Redeemed | |||||
---|---|---|---|---|---|
End of year |
1
|
5
|
10
|
15
|
20
|
Total Fees and Charges |
$164
|
$837
|
$1,721
|
$2,663
|
$3,677
|