MassMutual Balanced Fund

Shareclass
MassMutual Balanced R3 (MMBRX)
Type
Open-end mutual fund
Manager
Sustainability mandate
Fund investment profile
Shareclass ticker
MMBRX
Data as of
30 Jun 2024
Shareclass name
MassMutual Balanced R3
% of fund assets screened
61%
Shareclass type
Open-end funds
Fund net assets
$105.4 MILLION
Fund family
Fund category
Moderate Allocation
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
Yes
Fossil fuels
Fossil fuel grade
C
Total fossil fuel stock holdings
30
Total % invested in fossil fuel stocks
4.17%
Total assets invested in fossil fuel stocks
$4.47 MILLION
Fossil fuel finance
Fossil fuel finance grade
B
Fossil fuel finance score
1.1
Total fossil fuel finance stock holdings
2
Total % invested in fossil fuel finance stocks
0.28%
Total assets invested in fossil fuel finance stocks
$297,257
Fossil fuel insurance
Fossil fuel insurance grade
B
Fossil fuel insurance score
10.7
Total fossil fuel insurance stock holdings
3
Total % invested in fossil fuel insurance stocks
1.18%
Total assets invested in fossil fuel insurance stocks
$1.26 MILLION
Clean200
Total Clean200 stock holdings
24
Total % invested in Clean200 stocks
12%
Total assets invested in Clean200 stocks
$12.79 MILLION
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: 8/31/24
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 
-5.99% less in annualized returns
Less invested in fossil fuels 
4.27% less invested
Lower fossil finance risk score 
12 points lower
Lower fossil insurance risk score 
13 points lower
Less invested in Clean200 
7.04% 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: 8/31/24
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 
-5.99% less in annualized returns
Less invested in fossil fuels 
4.27% less invested
Lower fossil finance risk score 
12 points lower
Lower fossil insurance risk score 
13 points lower
Less invested in Clean200 
7.04% 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: 8/31/24
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 
-5.99% less in annualized returns
Less invested in fossil fuels 
4.27% less invested
Lower fossil finance risk score 
12 points lower
Lower fossil insurance risk score 
13 points lower
Less invested in Clean200 
7.04% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
MMBRX - MassMutual Balanced Fund
18%
3.95%
8.73%
6.95%
4.17% 
Benchmark
IVV - iShares Core S&P 500 ETF
27%
9.35%
16%
13%
8.43% 
Fund compared to benchmark
 
-9.02%
-5.4%
-7.16%
-5.99%
4.27%  lower
Find more financial data on MMBRX at Morningstar.com
What's next?
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