MassMutual Balanced Fund

Shareclass

MassMutual Balanced R3 (MMBRX)

Type

Open-end mutual fund

Manager

MassMutual

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

89.9

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 72 out of 705 funds

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Groups

Environment

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex
Investments in prisons and borders industry, including private prison operators

Military weapons
Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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 Inc
<0.01% of assets
$6,606 invested
2. Dow Inc
0.2% of assets
$238,871 invested
3. Procter & Gamble Co
1.21% of assets
$1.46M invested
4. Biogen Inc
0.1% of assets
$117,928 invested
5. Boston Scientific Corp
0.26% of assets
$308,205 invested
6. Cummins Inc
0.13% of assets
$159,844 invested
7. Hilton Worldwide Holdings Inc
0.1% of assets
$126,628 invested
8. Accenture PLC Class A
0.55% of assets
$659,127 invested
9. PayPal Holdings Inc
0.13% of assets
$151,277 invested
10. Walgreens Boots Alliance Inc
0.02% of assets
$27,806 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 Inc
0.47% of assets
$570,314 invested
2. Chubb Ltd
0.37% of assets
$447,124 invested
3. Nucor Corp
0.41% of assets
$500,631 invested
4. Garmin Ltd
0.06% of assets
$67,684 invested
5. Otis Worldwide Corp Ordinary Shares
0.12% of assets
$145,709 invested
6. Align Technology Inc
0.04% of assets
$47,741 invested
7. Snowflake Inc Ordinary Shares - Class A
0.02% of assets
$29,389 invested
8. Martin Marietta Materials Inc
0.05% of assets
$58,635 invested
9. Cintas Corp
0.09% of assets
$114,328 invested
10. Public Storage
0.14% of assets
$169,290 invested

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Financial performance

Performance data provided by

Find 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

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

5.98% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

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

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

5.98% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

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

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

5.98% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

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

Performance as of date: 8/31/23

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
MMBRX - MassMutual Balanced Fund

6.46%

4.49%

5.2%

6.79%

53 / 100 points

Benchmark

16%

10%

11%

13%

54 / 100 points

Fund compared to benchmark

-9.46%

-6%

-5.89%

-5.98%

1 / 100 points lower

Find more financial data on MMBRX at Morningstar.com

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