MassMutual Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 23.3 7.4 0.3 7.2 18.5
Category Average 21.4 6.5 -1.1 7.7 17.3
Assets for Each Yr* 22.9 25.3 25.1 25.8 29.3
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 18.46 8.21 11.31

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
29,325 $0 12.2 87.8
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.7 60.13 0.95 Average
International Stock 3.7 10.71 1.12 Average
Municipal Bond --- --- --- ---
Taxable Bond 3.3 15.25 0.77 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
5 3 4
1 1 1
1 3 1
Asset Allocation %
Cash 3.6
Stocks 71.6
Bonds 23.1
Other 1.7
Annual Turnover % 63
% Assets in Top 10 6.2
 
Sector Breakdown (% of stocks) 
Sensitive 40.6
Communication Services 2.2
Energy 3.8
Industrials 14.0
Technology 20.6
Cyclical 36.6
Basic Materials 3.6
Consumer Cyclical 13.9
Financial Services 16.5
Real Estate 2.6
Defensive 22.8
Consumer Defensives 6.6
Healthcare 14.4
Utilities 1.8

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-15-17

  Sector YTD Return % % Net Assets  
  Amazon.com Inc* Consumer Cyclical 57.25 0.89
  Microsoft Corp* Technology 42.32 0.85
  Facebook Inc A* Technology 56.61 0.81
  Apple Inc* Technology 52.33 0.72
  Visa Inc Class A* Financial Services 46.77 0.59
  Alphabet Inc C* Technology 37.88 0.57
  JPMorgan Chase & Co* Financial Services 25.37 0.55
  Alphabet Inc A* Technology 35.28 0.51
  Cisco Systems Inc* Technology 30.11 0.38
  Wells Fargo & Co* Financial Services 11.43 0.37
  UnitedHealth Group Inc* Healthcare 40.40 0.35
  Citigroup Inc* Financial Services 27.43 0.34
  Merck & Co Inc* Healthcare -1.26 0.34
  The Priceline Group Inc* Consumer Cyclical 20.05 0.33
  Bank of America Corporation* Financial Services 33.17 0.32
  Willis Towers Watson PLC* Financial Services 28.88 0.31
  Johnson & Johnson* Healthcare 26.53 0.30
  Philip Morris International Inc* Consumer Defensive 23.32 0.28
  The Cooper Companies Inc* Healthcare 31.12 0.28
  Oracle Corp* Technology 27.49 0.27
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Best 5-Year Relative Performance | More
12-15-17

Lowest Expenses | More
12-15-17

Longest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
MassMutual Premier Disciplined Gr Svc Michael F. Farrell 17
MassMutual Premier Disciplined Value Svc Michael F. Farrell 17
MassMutual Premier International Eq R5 George R. Evans 15
MassMutual Premier Core Bond R5 David L. Nagle 14
MassMutual Premier Balanced R5 David L. Nagle 13

Shortest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
MassMutual Select Equity Opports R5 Donald J. Kilbride 1
MM Select Bond and Income Asset I David M. Alongi 1
MM Select Equity Asset I Bruce Picard 1
MassMutual RetireSMART 2060 I Bruce Picard 2
MassMutual Select Fundamental Value R5 Karen H. Grimes 3
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