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 | 9.73 | 90.27 |
| 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
06-18-19
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
| Apple Inc* | Technology | 26.76 | 0.43 | |
| Roper Technologies Inc* | Industrials | 37.58 | 0.32 | |
| Textron Inc* | Industrials | 10.92 | 0.25 | |
| Fortive Corp* | Technology | 15.99 | 0.21 | |
| Pfizer Inc* | Healthcare | 0.32 | 0.21 | |
| IDEX Corp* | Industrials | 29.75 | 0.20 | |
| Sempra Energy* | Utilities | 27.75 | 0.20 | |
| Bank of America Corporation* | Financial Services | 17.37 | 0.20 | |
| PayPal Holdings Inc* | Financial Services | 37.92 | 0.19 | |
| Sensata Technologies Holding PLC* | Technology | 4.15 | 0.17 | |
| Comcast Corp Class A* | Communication Services | 27.64 | 0.16 | |
| Ulta Beauty Inc* | Consumer Cyclical | 41.81 | 0.16 | |
| Casey's General Stores Inc* | Consumer Defensive | 19.35 | 0.12 | |
| Ross Stores Inc* | Consumer Cyclical | 23.94 | 0.12 | |
| Thermo Fisher Scientific Inc* | Healthcare | 29.40 | 0.12 | |
| Seattle Genetics Inc* | Healthcare | 29.09 | 0.12 | |
| CoreLogic Inc* | Industrials | 28.43 | 0.11 | |
| Treehouse Foods Inc* | Consumer Defensive | 8.62 | 0.11 | |
| BWX Technologies Inc* | Industrials | 33.66 | 0.11 | |
| Intel Corp* | Technology | 2.28 | 0.10 | |
Best 5-Year Relative Performance | More
06-18-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier Infl-Prot | 9 | -- | ||
| MassMutual Select Blue Chip | 10 | -- | ||
| MassMutual Select Strategic | 10 | -- | ||
| MassMutual Premier High Yiel | 14 | -- | ||
| MassMutual Premier Short-Dur | 14 | -- | ||
Worst 5-Year Relative Performance | More
06-18-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier Internati | 92 | -- | ||
| MassMutual RetireSMART by JP | 85 | 11-20-18 | ||
| MassMutual Select Fundamenta | 76 | -- | ||
| MassMutual RetireSMART by JP | 74 | 11-20-18 | ||
| MassMutual RetireSMART by JP | 74 | 11-20-18 | ||
Lowest Expenses | More
06-18-19
| 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
06-18-19
| 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
06-18-19
| 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
06-18-19
| 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 | ||