MassMutual Balanced Fund
Shareclass
MassMutual Balanced R3 (MMBRX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
MassMutual Balanced Fund MMBRX
Environment
Social
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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. International Flavors & Fragrances Inc0.01% of assets$12,955 invested
- 2. Biogen Inc0.03% of assets$35,451 invested
- 3. Dow Inc0.09% of assets$97,067 invested
- 4. General Mills Inc0.3% of assets$321,270 invested
- 5. Procter & Gamble Co1.11% of assets$1.19M invested
- 6. Cummins Inc0.15% of assets$159,554 invested
- 7. Marriott International Inc Class A0.18% of assets$191,232 invested
- 8. Boston Scientific Corp0.16% of assets$167,938 invested
- 9. Hilton Worldwide Holdings Inc0.16% of assets$171,165 invested
- 10. Accenture PLC Class A0.72% of assets$773,757 invested
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. O'Reilly Automotive Inc0.47% of assets$500,692 invested
- 2. Nucor Corp0.2% of assets$218,072 invested
- 3. Garmin Ltd0.08% of assets$87,279 invested
- 4. Otis Worldwide Corp Ordinary Shares0.1% of assets$102,533 invested
- 5. Align Technology Inc0.02% of assets$17,810 invested
- 6. Snowflake Inc Ordinary Shares - Class A0.03% of assets$29,452 invested
- 7. Martin Marietta Materials Inc0.06% of assets$64,858 invested
- 8. Cintas Corp0.13% of assets$135,598 invested
- 9. Expeditors International of Washington Inc0.18% of assets$194,107 invested
- 10. Fortinet Inc0.07% of assets$71,055 invested
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Financial performance
Performance data provided by
Find more financial data on MMBRX at Morningstar.com
Find more financial data on MMBRX at Morningstar.comGender Equality and Returns
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
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More from Invest Your Values
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