MassMutual Balanced Fund
Shareclass
MassMutual Balanced R3 (MMBRX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 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
9/30
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 Inc0.02% of assets$18,238 invested
- 2. Procter & Gamble Co1.13% of assets$1.08M invested
- 3. Dow Inc0.03% of assets$29,438 invested
- 4. Marriott International Inc Class A0.18% of assets$171,504 invested
- 5. Biogen Inc0.03% of assets$25,726 invested
- 6. Boston Scientific Corp0.34% of assets$326,044 invested
- 7. General Mills Inc0.44% of assets$422,895 invested
- 8. Xylem Inc0.02% of assets$22,817 invested
- 9. Cummins Inc0.13% of assets$120,988 invested
- 10. Hilton Worldwide Holdings Inc0.22% of assets$212,077 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. Waste Connections Inc0.17% of assets$164,350 invested
- 2. Blackstone Inc0.08% of assets$79,115 invested
- 3. Vertiv Holdings Co Class A0.02% of assets$21,371 invested
- 4. Super Micro Computer Inc<0.01% of assets$6,780 invested
- 5. Garmin Ltd0.12% of assets$117,033 invested
- 6. Snowflake Inc Ordinary Shares - Class A0.02% of assets$15,201 invested
- 7. Cintas Corp0.34% of assets$320,832 invested
- 8. CrowdStrike Holdings Inc Class A0.06% of assets$53,592 invested
- 9. Align Technology Inc<0.01% of assets$4,607 invested
- 10. Kenvue Inc0.05% of assets$47,432 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.
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More from Invest Your Values
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