MassMutual Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 23.3 7.4 0.3 7.2 14.3
Category Average 21.4 6.5 -1.1 7.7 13.1
Assets for Each Yr* 22.9 25.3 25.1 25.8 28.5
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 14.31 8.32 10.57

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
28,511 $0 12.2 87.8
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.6 59.08 0.95 Average
International Stock 3.8 10.78 1.11 Average
Municipal Bond --- --- --- ---
Taxable Bond 3.2 15.79 0.72 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 3.3
Stocks 70.9
Bonds 23.5
Other 2.3
Annual Turnover % 66
% Assets in Top 10 6.2
 
Sector Breakdown (% of stocks) 
Sensitive 39.0
Communication Services 2.3
Energy 3.8
Industrials 13.5
Technology 19.5
Cyclical 37.6
Basic Materials 3.7
Consumer Cyclical 14.4
Financial Services 16.7
Real Estate 2.8
Defensive 23.4
Consumer Defensives 6.9
Healthcare 14.7
Utilities 1.9

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-13-17

  Sector YTD Return % % Net Assets  
  Amazon.com Inc* Consumer Cyclical 33.75 0.89
  Microsoft Corp* Technology 26.59 0.85
  Facebook Inc A* Technology 51.01 0.81
  Apple Inc* Technology 37.13 0.72
  Visa Inc Class A* Financial Services 39.91 0.59
  Alphabet Inc C* Technology 28.23 0.57
  JPMorgan Chase & Co* Financial Services 13.45 0.55
  Alphabet Inc A* Technology 27.18 0.51
  Cisco Systems Inc* Technology 14.49 0.38
  Wells Fargo & Co* Financial Services -0.49 0.37
  UnitedHealth Group Inc* Healthcare 21.62 0.35
  Citigroup Inc* Financial Services 22.41 0.34
  Merck & Co Inc* Healthcare 10.07 0.34
  The Priceline Group Inc* Consumer Cyclical 31.58 0.33
  Bank of America Corporation* Financial Services 18.10 0.32
  Willis Towers Watson PLC* Financial Services 30.18 0.31
  Johnson & Johnson* Healthcare 20.57 0.30
  Philip Morris International Inc* Consumer Defensive 28.04 0.28
  The Cooper Companies Inc* Healthcare 34.95 0.28
  Oracle Corp* Technology 28.30 0.27
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Worst 5-Year Relative Performance | More
10-13-17

Longest Manager Tenure | More
10-13-17

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 14
MassMutual Premier Short-Duration Bd R5 Ronald E. Desautels 14
MassMutual Premier Core Bond R5 David L. Nagle 14

Shortest Manager Tenure | More
10-13-17

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 BlackRock Glb Allc R5 Dan Chamby 3
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