MassMutual Fund Family Report
|
Performance
05-31-19
Total ReturnCategory
Average
| Total Return | 0.40 | 7.29 | 19.35 | -4.81 | 10.76 |
| Category Average | -1.08 | 7.90 | 18.34 | -5.76 | 10.56 |
| Assets for Each Yr* | 24.63 | 25.08 | 28.62 | 34.34 | 37.75 |
*billions
Trailing Returns %
05-31-19
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 10.76 | 9.88 | 7.18 | ||
Key Stats
05-31-19
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $37,750 mil | $0 | 9.71 | 90.29 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.7 | 56.77 | 0.94 | Average |
| International Stock | 3.0 | 6.84 | 1.13 | Average |
| Municipal Bond | -- | -- | -- | -- |
| Taxable Bond | 3.7 | 9.85 | 1.01 | Average |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
06-13-19
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
| Microsoft Corp* | Technology | 31.18 | 1.04 | |
| Visa Inc Class A* | Financial Services | 28.73 | 0.62 | |
| Alphabet Inc Class C* | Technology | 5.13 | 0.50 | |
| Alphabet Inc A* | Technology | 4.41 | 0.47 | |
| The Cooper Companies Inc* | Healthcare | 27.54 | 0.40 | |
| Workday Inc Class A* | Technology | 30.55 | 0.37 | |
| Microchip Technology Inc* | Technology | 17.95 | 0.35 | |
| Harris Corp* | Technology | 42.00 | 0.30 | |
| Worldpay Inc Class A* | Industrials | 60.60 | 0.30 | |
| Autodesk Inc* | Technology | 26.21 | 0.24 | |
| Fiserv Inc* | Industrials | 20.64 | 0.23 | |
| Dollar Tree Inc* | Consumer Defensive | 20.31 | 0.21 | |
| Bank of America Corporation* | Financial Services | 14.61 | 0.20 | |
| Netflix Inc* | Consumer Cyclical | 28.31 | 0.20 | |
| O'Reilly Automotive Inc* | Consumer Cyclical | 12.56 | 0.20 | |
| Burlington Stores Inc* | Consumer Defensive | 3.01 | 0.19 | |
| Salesforce.com Inc* | Technology | 10.49 | 0.19 | |
| Intuit Inc* | Technology | 31.13 | 0.17 | |
| Splunk Inc* | Technology | 12.77 | 0.17 | |
| Yum Brands Inc* | Consumer Cyclical | 19.47 | 0.17 | |
Best 5-Year Relative Performance | More
06-13-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier Infl-Prot | 9 | -- | ||
| MassMutual Select Strategic | 10 | -- | ||
| MassMutual Select Blue Chip | 11 | -- | ||
| MassMutual Premier Short-Dur | 13 | -- | ||
| MassMutual Premier High Yiel | 14 | -- | ||
Worst 5-Year Relative Performance | More
06-13-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier Internati | 90 | -- | ||
| MassMutual RetireSMART by JP | 85 | 11-20-18 | ||
| MassMutual RetireSMART by JP | 75 | 11-20-18 | ||
| MassMutual Premier Disciplin | 74 | -- | ||
| MassMutual Select Fundamenta | 74 | -- | ||
Lowest Expenses | More
06-13-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Select TRP Retire | 0.00 | 02-12-19 | ||
| MassMutual Select TRP Retire | 0.00 | 02-12-19 | ||
| MassMutual Select TRP Retire | 0.00 | 02-12-19 | ||
| MassMutual Select TRP Retire | 0.00 | 02-12-19 | ||
| MassMutual Select TRP Retire | 0.00 | 02-12-19 | ||
Highest Expenses | More
06-13-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier Infl-Prot | 1.81 | -- | ||
| MassMutual Premier Small Cap | 1.24 | -- | ||
| MassMutual Select Overseas A | 1.22 | -- | ||
| MassMutual Premier Strat Eme | 1.15 | -- | ||
| MassMutual Select Small Comp | 1.13 | -- | ||
Longest Manager Tenure | More
06-13-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| MassMutual Premier D | Michael F. Farrell | 18.30 | ||
| MassMutual Premier D | Michael F. Farrell | 18.30 | ||
| MassMutual Premier I | George R. Evans | 16.00 | ||
| MassMutual Premier B | David L. Nagle | 13.70 | ||
| MassMutual Premier I | David L. Nagle | 13.00 | ||
Shortest Manager Tenure | More
06-13-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| MassMutual Select Fu | Ray Nixon | 0.70 | ||
| MM Select Equity Ass | Tim Snyder | 0.70 | ||
| MassMutual Select TR | Richard A. Coghlan | 0.80 | ||
| MassMutual Select TR | Frank M. Alonso | 1.10 | ||
| MassMutual Select TR | Richard N. Clattenbu | 1.20 | ||