Clean200200 companies leading on clean energy.


MassMutual Balanced Fund

Shareclass
MassMutual Balanced R3 (MMBRX)
Type
Open-end mutual fund
Manager
Sustainability mandate
$13.06 MILLION
invested in Clean200 stocks
24
Clean200 holdings
11.84%
of assests invested
Clean200 was created by As You Sow and Corporate Knights
As You SowCorporate Knights
Wind energy
Solar energy
The Clean200 is a list of 200 publicly traded companies that are leading the way with solutions for the transition to clean energy. See the full list
Clean200 holdings
Clean200 holdings
24 holdings
24 holdings
  • 1. Apple Inc
    Technology
    4.67% of assets
    $5.23M invested
  • 2. Microsoft Corp
    Technology
    4.12% of assets
    $4.61M invested
  • 3. Cisco Systems Inc
    Technology
    0.55% of assets
    $616,979 invested
  • 4. Union Pacific Corp
    Industrials
    0.25% of assets
    $280,987 invested
  • 5. Trane Technologies PLC Class A
    Industrials
    0.19% of assets
    $216,134 invested
See all
Methodology
The Clean200 are the largest 200 public companies ranked by green energy revenues. The dataset is developed by multiplying a company’s most recent year-end revenues by its clean revenue estimate, primarily sourced from Corporate Knights Research supplemented by FactSet, Bloomberg BNEF, and FTSE Russell data. In order to be eligible, a company must have USD revenue of at least $1 billion (most recent available fiscal year-end data) and earn more than 10% of total revenues from clean sources, which extends beyond energy efficiency, green energy, and zero emission and hybrid vehicles. We include banks that are financing the low-carbon solutions; real estate companies leading the way on low-carbon buildings; forestry companies protecting carbon sinks; responsible miners of critical materials for the low carbon economy; food and apparel companies with products that are primarily made of raw materials with a significantly lower carbon footprint; and energy-hungry information and communications technology companies that are leading the way on renewable energy. More
This fund has:
More investments in Clean200 than Carbon Underground 200
Financial performance
Performance data provided byMorningstarFind more financial data on MMBRX at Morningstar.com
Current fund
MMBRX
MassMutual Balanced Fund
Family
MassMutual
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
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 
-6.11% less in annualized returns
Less invested in fossil fuels 
4.09% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
11 points lower
Less invested in Clean200 
7.53% less invested
Current fund
MMBRX
MassMutual Balanced Fund
Family
MassMutual
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
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 
-6.11% less in annualized returns
Less invested in fossil fuels 
4.09% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
11 points lower
Less invested in Clean200 
7.53% less invested
Current fund
MMBRX
MassMutual Balanced Fund
Family
MassMutual
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
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 
-6.11% less in annualized returns
Less invested in fossil fuels 
4.09% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
11 points lower
Less invested in Clean200 
7.53% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Clean200 %
This fund
MMBRX - MassMutual Balanced Fund
21%
5.09%
8.49%
7.2%
12% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
19% 
Fund compared to benchmark
 
-12.53%
-6.31%
-7.25%
-6.11%
7.53%  lower
Find more financial data on MMBRX at Morningstar.com
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