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Advisor Information for MOSZX

Fund Inception11/15/2010
Name of IssuerMassMutual
Fund Advisor(s)MML Investment Advisers, LLC
Sub-Advisor(s)Harris Associates L.P.
Massachusetts Financial Services Company

Fund Managers for MOSZX

David Herro
Portfolio Manager since 07/31/2001
• Vice President of the Oakmark Funds • Portfolio Manager of the Oakmark International Fund, the Oakmark International Small Cap Fund, the Oakmark Global Fund and the Oakmark Global Select Fund • Portfolio Manager of the International, International Small Cap, Japan, Global All Cap, Global and Global Concentrated Strategies • BS (University of Wisconsin-Platteville, 1983) • MA (University of Wisconsin-Milwaukee, 1985) • Portfolio Manager specializing in developing and managing international portfolios for the State of Wisconsin Investment Board (1989-92), and The Principal Financial Group (1986-89)
Daniel Ling
Portfolio Manager since 10/01/2009
Mr. Ling, Investment Officer, has been portfolio manager of the MFS since October 2009. From 2006-2009, Mr. Ling was a global equity research analyst at MFS. Prior to joining MFS, Mr. Ling was an Investment Manager for Lion Capital Management in Singapore. Mr. Ling, who is based in Singapore, has a BA from Nanyang Technological University.
Filipe Benzinho
Portfolio Manager since 05/04/2016
Filipe M.G. Benzinho is a Investment officer of MFS since 2009 and portfolio manager of MFS since 2016. He began his investment career in 2009 and has an undergraduate degree from Instituto Superior de Ciencias do Trabalho e da Empresa and an MBA from Harvard Business School. Filipe M.G. Benzinho is a Portfolio Manager for Massachusetts Financial Services Company.
Eric Liu
Portfolio Manager since 08/04/2023
• Vice President of the Oakmark Funds • Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund and the Oakmark International Fund • Portfolio Manager of the Global All Cap, Global, Global Concentrated, International and Japan Strategies • BA (University of California Los Angeles, 2001) • MBA (University of Chicago, 2009) • Research Associate at Dodge & Cox (2004-07); Investment Banking Analyst at Jefferies & Company (2002-04)
Harry Purcell
Portfolio Manager since 05/01/2025
Harry Purcell is an investment officer, portfolio manager and equity research analyst at MFS Investment Management® (MFS®). He is a member of the firm's emerging market equity portfolio management team. As an analyst, he is responsible for identifying the most attractive investment opportunities in his assigned coverage areas. Harry works closely with MFS portfolio managers to ensure investment ideas are properly positioned within portfolios. Harry joined MFS in 2012 as an analyst and added portfolio management duties in 2017. Prior to joining MFS, he co-founded and served as a portfolio manager at Zedd Capital for three years. He previously held portfolio management roles at CQS Management Limited and Tribeca Global (part of Citigroup). He spent seven years at F&C Management Ltd., holding both the roles of pan-European fund manager and head of global technology research. He began his career in the financial services industry in 1998. Harry holds earned his Master of Arts degree from Oxford University.
Anthony Coniaris
Portfolio Manager since 07/01/2025
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.