Mutual fund
MassMutual Balanced Fund
TickerMMBRX
Fund manager
Gender equality score
54
/ 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
7/30
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. Dow Inc0.11% of assets$135,247 invested
- 2. Procter & Gamble Co1.37% of assets$1.68M invested
- 3. International Flavors & Fragrances Inc0.01% of assets$12,476 invested
- 4. S&P Global Inc0.1% of assets$125,937 invested
- 5. Cummins Inc0.22% of assets$265,550 invested
- 6. Biogen Inc0.08% of assets$102,183 invested
- 7. Accenture PLC Class A0.54% of assets$668,968 invested
- 8. The Goldman Sachs Group Inc0.35% of assets$436,779 invested
- 9. General Mills Inc0.62% of assets$762,700 invested
- 10. Clorox Co0.05% of assets$56,834 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. Snowflake Inc Ordinary Shares - Class A0.03% of assets$37,033 invested
- 2. Chubb Ltd0.45% of assets$552,603 invested
- 3. Otis Worldwide Corp Ordinary Shares0.11% 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 A0.03% of assets$37,589 invested
- 7. Zoom Video Communications Inc0.02% of assets$27,570 invested
- 8. Garmin Ltd0.03% of assets$34,055 invested
- 9. Expeditors International of Washington Inc0.15% of assets$183,211 invested
- 10. Cintas Corp0.1% of assets$123,744 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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