Mutual fund
MassMutual Balanced Fund
TickerMMBRXsocially responsible
Fund manager
MassMutual
Gender equality score
Gender equality score

54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
91.1
percentile

Universe: Groups

Group: Allocation Funds

Ranking: 29 out of 313 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
27/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Dow Inc
    0.11% of assets
    $135,247 invested
  • 2. Procter & Gamble Co
    1.37% of assets
    $1.68M invested
  • 3. International Flavors & Fragrances Inc
    0.01% of assets
    $12,476 invested
  • 4. S&P Global Inc
    0.1% of assets
    $125,937 invested
  • 5. Cummins Inc
    0.22% of assets
    $265,550 invested
  • 6. Biogen Inc
    0.08% of assets
    $102,183 invested
  • 7. Accenture PLC Class A
    0.54% of assets
    $668,968 invested
  • 8. The Goldman Sachs Group Inc
    0.35% of assets
    $436,779 invested
  • 9. General Mills Inc
    0.62% of assets
    $762,700 invested
  • 10. Clorox Co
    0.05% of assets
    $56,834 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Snowflake Inc Ordinary Shares - Class A
    0.03% of assets
    $37,033 invested
  • 2. Chubb Ltd
    0.45% of assets
    $552,603 invested
  • 3. Otis Worldwide Corp Ordinary Shares
    0.11% of assets
    $136,886 invested
  • 4. Align Technology Inc
    <0.01% of assets
    $8,436 invested
  • 5. Unity Software Inc Ordinary Shares
    <0.01% of assets
    $3,602 invested
  • 6. CrowdStrike Holdings Inc Class A
    0.03% of assets
    $37,589 invested
  • 7. Zoom Video Communications Inc
    0.02% of assets
    $27,570 invested
  • 8. Garmin Ltd
    0.03% of assets
    $34,055 invested
  • 9. Expeditors International of Washington Inc
    0.15% of assets
    $183,211 invested
  • 10. Cintas Corp
    0.1% of assets
    $123,744 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on MMBRX at Morningstar.com
Gender Equality and Returns
Returns chart for MassMutual Balanced Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
MMBRX
MassMutual Balanced Fund
Family
MassMutual
Category
Allocation--50% to 70% Equity
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/28/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
5.68% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Same equal compensation and work life balance score 
0 / 30 points 
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
MMBRX
MassMutual Balanced Fund
Family
MassMutual
Category
Allocation--50% to 70% Equity
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/28/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
5.68% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Same equal compensation and work life balance score 
0 / 30 points 
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
MMBRX
MassMutual Balanced Fund
Family
MassMutual
Category
Allocation--50% to 70% Equity
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/28/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
5.68% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Same equal compensation and work life balance score 
0 / 30 points 
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
MMBRX - MassMutual Balanced Fund
-7.31%
6.02%
4.71%
6.53%
54  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
-7.72%
12%
9.79%
12%
53  / 100 points
Fund compared to benchmark
 
0.41%
-6.09%
-5.08%
-5.68%
1  / 100 points higher
Find more financial data on MMBRX at Morningstar.com
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