MassMutual Fund Family Report
|
Performance
03-31-18
Total ReturnCategory
Average
| Total Return | 7.46 | 0.38 | 7.11 | 19.11 | 0.56 |
| Category Average | 6.42 | -1.04 | 7.58 | 18.24 | 0.05 |
| Assets for Each Yr* | 24.76 | 24.82 | 25.51 | 29.04 | 34.87 |
*billions
Trailing Returns %
03-31-18
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 0.56 | 7.86 | 9.71 | ||
Key Stats
03-31-18
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $34,867 mil | $0 | 10.92 | 89.08 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.8 | 55.27 | 0.96 | Average |
| International Stock | 3.5 | 10.68 | 1.12 | Average |
| Municipal Bond | -- | -- | -- | -- |
| Taxable Bond | 3.4 | 14.46 | 0.77 | Average |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
04-25-18
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
| Amazon.com Inc* | Consumer Cyclical | 24.86 | 1.13 | |
| Microsoft Corp* | Technology | 8.41 | 0.98 | |
| Facebook Inc A* | Technology | -9.50 | 0.71 | |
| Apple Inc* | Technology | -2.93 | 0.67 | |
| Visa Inc Class A* | Financial Services | 6.49 | 0.62 | |
| Alphabet Inc C* | Technology | -2.41 | 0.53 | |
| JPMorgan Chase & Co* | Financial Services | 3.90 | 0.52 | |
| Alphabet Inc A* | Technology | -2.89 | 0.48 | |
| Teleflex Inc* | Healthcare | 6.43 | 0.39 | |
| Dollar General Corp* | Consumer Defensive | 5.15 | 0.39 | |
| Cisco Systems Inc* | Technology | 15.74 | 0.37 | |
| Microchip Technology Inc* | Technology | -5.16 | 0.35 | |
| Textron Inc* | Industrials | 12.18 | 0.35 | |
| Global Payments Inc* | Industrials | 9.28 | 0.34 | |
| UnitedHealth Group Inc* | Healthcare | 6.89 | 0.34 | |
| Willis Towers Watson PLC* | Financial Services | -0.49 | 0.33 | |
| Roper Technologies Inc* | Industrials | 3.72 | 0.33 | |
| TD Ameritrade Holding Corp* | Financial Services | 12.46 | 0.33 | |
| Booking Holdings Inc* | Consumer Cyclical | 19.56 | 0.32 | |
| Harris Corp* | Technology | 14.18 | 0.31 | |
Best 5-Year Relative Performance | More
04-25-18
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier High Yiel | 5 | -- | ||
| MassMutual Select Blue Chip | 6 | -- | ||
| MassMutual Select Strategic | 7 | -- | ||
| MassMutual Select Mid Cap Gr | 10 | -- | ||
| MassMutual Premier Short-Dur | 11 | -- | ||
Worst 5-Year Relative Performance | More
04-25-18
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual RetireSMART 2010 | 80 | 11-17-15 | ||
| MassMutual RetireSMART 2045 | 77 | 11-17-15 | ||
| MassMutual RetireSMART Moder | 75 | -- | ||
| MassMutual RetireSMART Growt | 73 | -- | ||
| MassMutual RetireSMART 2040 | 70 | 11-17-15 | ||
Lowest Expenses | More
04-25-18
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| MassMutual RetireSMART 2060 | 0.04 | -- | ||
| MassMutual RetireSMART Cnsrv | 0.13 | -- | ||
| MassMutual RetireSMART Moder | 0.16 | -- | ||
| MassMutual RetireSMART Moder | 0.17 | -- | ||
| MM S&P® Mid Cap Index I | 0.18 | -- | ||
Highest Expenses | More
04-25-18
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier Small Cap | 1.25 | -- | ||
| MassMutual Select Overseas A | 1.23 | -- | ||
| MassMutual Premier Strat Eme | 1.15 | -- | ||
| MassMutual Select Small Comp | 1.13 | -- | ||
| MassMutual Premier Internati | 1.04 | -- | ||
Longest Manager Tenure | More
04-25-18
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| MassMutual Premier D | Michael F. Farrell | 17.10 | ||
| MassMutual Premier D | Michael F. Farrell | 17.10 | ||
| MassMutual Premier I | George R. Evans | 14.80 | ||
| MassMutual Premier C | David L. Nagle | 14.50 | ||
| MassMutual Premier B | David L. Nagle | 13.70 | ||
Shortest Manager Tenure | More
04-25-18
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| MassMutual Select Eq | Donald J. Kilbride | 1.10 | ||
| MM Select Bond and I | David M. Alongi | 1.60 | ||
| MM Select Equity Ass | Bruce Picard | 1.60 | ||
| MassMutual RetireSMA | Bruce Picard | 2.40 | ||
| MassMutual Select Fu | Karen H. Grimes | 2.90 | ||