MassMutual Fund Family Report
|
Performance
08-31-17
Total ReturnCategory
Average
| Total Return | 23.25 | 7.40 | 0.28 | 7.21 | 12.25 |
| Category Average | 21.38 | 6.51 | -1.13 | 7.70 | 10.87 |
| Assets for Each Yr* | 22.88 | 25.26 | 25.12 | 25.76 | 28.01 |
*billions
Trailing Returns %
08-31-17
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 12.25 | 6.82 | 10.60 | ||
Key Stats
08-31-17
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $28,009 mil | $0 | 12.27 | 87.73 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.7 | 58.64 | 0.95 | Average |
| International Stock | 3.7 | 10.82 | 1.11 | Average |
| Municipal Bond | -- | -- | -- | -- |
| Taxable Bond | 3.3 | 16.04 | 0.72 | Below Avg |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
09-22-17
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
| Amazon.com Inc* | Consumer Cyclical | 27.37 | 0.89 | |
| Microsoft Corp* | Technology | 21.63 | 0.85 | |
| Facebook Inc A* | Technology | 48.23 | 0.81 | |
| Apple Inc* | Technology | 32.72 | 0.72 | |
| Visa Inc Class A* | Financial Services | 35.93 | 0.59 | |
| Alphabet Inc C* | Technology | 20.30 | 0.57 | |
| JPMorgan Chase & Co* | Financial Services | 11.61 | 0.55 | |
| Alphabet Inc A* | Technology | 19.03 | 0.51 | |
| Cisco Systems Inc* | Technology | 13.20 | 0.38 | |
| Wells Fargo & Co* | Financial Services | 0.53 | 0.37 | |
| UnitedHealth Group Inc* | Healthcare | 21.94 | 0.35 | |
| Citigroup Inc* | Financial Services | 21.22 | 0.34 | |
| Merck & Co Inc* | Healthcare | 13.03 | 0.34 | |
| The Priceline Group Inc* | Consumer Cyclical | 27.02 | 0.33 | |
| Bank of America Corporation* | Financial Services | 14.43 | 0.32 | |
| Willis Towers Watson PLC* | Financial Services | 25.75 | 0.31 | |
| Johnson & Johnson* | Healthcare | 16.20 | 0.30 | |
| Philip Morris International Inc* | Consumer Defensive | 25.25 | 0.28 | |
| The Cooper Companies Inc* | Healthcare | 37.10 | 0.28 | |
| Oracle Corp* | Technology | 26.63 | 0.27 | |
Best 5-Year Relative Performance | More
09-22-17
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier High Yiel | 3 | -- | ||
| MassMutual Select Equity Opp | 5 | -- | ||
| MassMutual Select Strategic | 5 | -- | ||
| MassMutual Select Blue Chip | 6 | -- | ||
| MassMutual Select Mid Cap Gr | 7 | -- | ||
Worst 5-Year Relative Performance | More
09-22-17
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual RetireSMART Growt | 83 | -- | ||
| MassMutual Premier Strat Eme | 82 | -- | ||
| MassMutual Select Large Cap | 80 | -- | ||
| MassMutual RetireSMART Moder | 73 | -- | ||
| MassMutual Select Mid-Cap Va | 72 | -- | ||
Lowest Expenses | More
09-22-17
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| MassMutual RetireSMART 2060 | 0.00 | -- | ||
| MassMutual RetireSMART Cnsrv | 0.12 | -- | ||
| MassMutual RetireSMART Moder | 0.14 | -- | ||
| MassMutual RetireSMART Moder | 0.14 | -- | ||
| MassMutual RetireSMART 2055 | 0.20 | 11-17-15 | ||
Highest Expenses | More
09-22-17
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Select Small Cap | 1.32 | -- | ||
| MassMutual Premier Small Cap | 1.26 | -- | ||
| MassMutual Select Overseas A | 1.22 | -- | ||
| MassMutual Premier Strat Eme | 1.15 | -- | ||
| MassMutual Select Small Comp | 1.12 | -- | ||
Longest Manager Tenure | More
09-22-17
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| MassMutual Premier D | Michael F. Farrell | 16.50 | ||
| MassMutual Premier D | Michael F. Farrell | 16.50 | ||
| MassMutual Premier I | George R. Evans | 14.20 | ||
| MassMutual Premier S | Ronald E. Desautels | 14.00 | ||
| MassMutual Premier C | David L. Nagle | 13.90 | ||
Shortest Manager Tenure | More
09-22-17
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| MassMutual Select Eq | Donald J. Kilbride | 0.50 | ||
| MM Select Bond and I | David M. Alongi | 1.00 | ||
| MM Select Equity Ass | Bruce Picard | 1.00 | ||
| MassMutual RetireSMA | Bruce Picard | 1.80 | ||
| MassMutual Select Bl | Dan Chamby | 2.50 | ||