Fossil fuel companiesare fueling the climate crisis.


MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund

Shareclass
MassMutual Select TRP Sm&Mid Cap Blend I (MMBUX)
Type
Open-end mutual fund
Manager
Fossil fuel exposure of 8.74% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Expand Energy Corp Ordinary Shares - New
Carbon Underground 200Top 200 carbon reserves
$1.5 MILLION
Range Resources Corp
Carbon Underground 200Top 200 carbon reserves
$682,563
EQT Corp
Carbon Underground 200Top 200 carbon reserves
$621,177
FirstEnergy Corp
Carbon Underground 200Top 200 carbon reserves
$543,406
Permian Resources Corp Class A
Carbon Underground 200Top 200 carbon reserves
$491,426
Matador Resources Co
Carbon Underground 200Top 200 carbon reserves
$330,603
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
12
holdings
$4.78M
invested
2.61%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
6
holdings
$2.67M
invested
1.46%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
35
holdings
$12.76M
invested
6.97%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
13
holdings
$5.18M
invested
2.83%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
44 holdings
44 holdings
  • 1. TechnipFMC PLC
    Oil/gas industry
    $2.01M
    1.1%
  • 2. Expand Energy Corp Ordinary Shares - New
    Carbon Underground 200Oil/gas industry
    $1.5M
    0.82%
  • 3. Cheniere Energy Inc
    Oil/gas industry
    $983,219
    0.54%
  • 4. Range Resources Corp
    Carbon Underground 200Oil/gas industry
    $682,563
    0.37%
  • 5. Ameren Corp
    Coal industryOil/gas industryFossil-fired utility
    $677,198
    0.37%
See all



Financial performance
Performance data provided byMorningstarFind more financial data on MMBUX at Morningstar.com
Current fund
MMBUX
MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund
Family
MassMutual
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-4.91% less in annualized returns
More invested in fossil fuels 
0.3% more invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
25 points lower
Less invested in Clean200 
24.23% less invested
Current fund
MMBUX
MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund
Family
MassMutual
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-4.91% less in annualized returns
More invested in fossil fuels 
0.3% more invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
25 points lower
Less invested in Clean200 
24.23% less invested
Current fund
MMBUX
MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund
Family
MassMutual
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 5-yr returns 
-4.91% less in annualized returns
More invested in fossil fuels 
0.3% more invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
25 points lower
Less invested in Clean200 
24.23% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund
-0.02%
4.69%
11%
/
8.74% 
Benchmark
IVV - iShares Core S&P 500 ETF
12%
12%
16%
12%
8.45% 
Fund compared to benchmark
 
-12.08%
-7.45%
-4.91%
/
0.3%  higher
Find more financial data on MMBUX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Recent blog posts
Ask your employer about fossil free options for your retirement plan
Find sustainable funds that are A-grade fossil free
Divest Invest invites you to join them in pledging to invest fossil free
Visit Deforestation Free Funds to see exposure to rainforest destruction
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco


We offer sustainable investment tools that highlight issues dealing with climate change, gender equality and more

About us

Invest Your Values is funded by contributions to As You Sow, a non-profit 501(c)3.

Donate

Invest Your Values is a project by As You Sow, a 501(c)3 nonprofit empowering shareholders to change corporations for good

Visit As You Sow

Legal    
© Copyright 2025 As You Sow. All rights reserved.
Main Post Office, PO Box 751, Berkeley, CA 94701

Connect with As You Sow

Contact us      

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer