MassMutual Fund Family Report
|
Performance
12-31-18
Total ReturnCategory
Average
| Total Return | 0.38 | 7.27 | 19.29 | -4.80 | -- |
| Category Average | -1.04 | 7.72 | 18.43 | -5.85 | 4.15 |
| Assets for Each Yr* | 24.82 | 25.26 | 28.77 | 34.45 | 34.45 |
*billions
Trailing Returns %
12-31-18
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | -4.80 | 6.80 | 5.62 | ||
Key Stats
12-31-18
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $34,449 mil | $0 | 9.85 | 90.15 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.8 | 55.10 | 0.94 | Average |
| International Stock | 2.9 | 8.46 | 1.10 | Average |
| Municipal Bond | -- | -- | -- | -- |
| Taxable Bond | 3.3 | 15.01 | 0.91 | Average |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
01-18-19
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
| Amazon.com Inc* | Consumer Cyclical | 12.93 | 1.05 | |
| Microsoft Corp* | Technology | 6.05 | 0.97 | |
| The Cooper Companies Inc* | Healthcare | 5.96 | 0.38 | |
| JPMorgan Chase & Co* | Financial Services | 7.96 | 0.35 | |
| UnitedHealth Group Inc* | Healthcare | 6.58 | 0.34 | |
| Willis Towers Watson PLC* | Financial Services | 4.48 | 0.28 | |
| Keysight Technologies Inc* | Technology | 12.08 | 0.27 | |
| Microchip Technology Inc* | Technology | 7.95 | 0.27 | |
| Hologic Inc* | Healthcare | 7.35 | 0.26 | |
| Mastercard Inc A* | Financial Services | 7.25 | 0.26 | |
| Verizon Communications Inc* | Communication Services | 2.62 | 0.25 | |
| Wells Fargo & Co* | Financial Services | 8.53 | 0.25 | |
| Johnson & Johnson* | Healthcare | 1.27 | 0.23 | |
| Merck & Co Inc* | Healthcare | -0.71 | 0.23 | |
| IAC/InterActiveCorp* | Technology | 9.27 | 0.22 | |
| Anthem Inc* | Healthcare | 1.33 | 0.21 | |
| Qualcomm Inc* | Technology | -2.88 | 0.20 | |
| Sensata Technologies Holding PLC* | Technology | 5.80 | 0.20 | |
| Tapestry Inc* | Consumer Cyclical | 9.87 | 0.20 | |
| Bank of America Corporation* | Financial Services | 18.91 | 0.19 | |
Best 5-Year Relative Performance | More
01-18-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Select Strategic | 6 | -- | ||
| MassMutual Premier High Yiel | 9 | -- | ||
| MassMutual Select Mid Cap Gr | 10 | -- | ||
| MassMutual Premier Infl-Prot | 11 | -- | ||
| MassMutual Select Blue Chip | 11 | -- | ||
Worst 5-Year Relative Performance | More
01-18-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier Internati | 88 | -- | ||
| MassMutual RetireSMART by JP | 86 | 11-20-18 | ||
| MassMutual RetireSMART by JP | 85 | 11-20-18 | ||
| MassMutual RetireSMART by JP | 82 | 11-20-18 | ||
| MassMutual RetireSMART by JP | 78 | 11-20-18 | ||
Lowest Expenses | More
01-18-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Select TRP Retire | 0.00 | -- | ||
| MassMutual Select TRP Retire | 0.00 | -- | ||
| MassMutual Select TRP Retire | 0.00 | -- | ||
| MassMutual Select TRP Retire | 0.00 | -- | ||
| MassMutual Select TRP Retire | 0.00 | -- | ||
Highest Expenses | More
01-18-19
| 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
01-18-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| MassMutual Premier D | Michael F. Farrell | 17.90 | ||
| MassMutual Premier D | Michael F. Farrell | 17.90 | ||
| MassMutual Premier C | David L. Nagle | 15.70 | ||
| MassMutual Premier I | George R. Evans | 15.60 | ||
| MassMutual Premier B | David L. Nagle | 15.40 | ||
Shortest Manager Tenure | More
01-18-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| MassMutual Select TR | Richard A. Coghlan | 0.40 | ||
| MassMutual Select TR | Richard N. Clattenbu | 0.80 | ||
| MassMutual Select TR | Jerome A. Clark | 0.90 | ||
| MassMutual Select TR | Jerome A. Clark | 0.90 | ||
| MassMutual Select TR | Jerome A. Clark | 0.90 | ||