MassMutual Fund Family Report
|
Performance
10-31-18
Total ReturnCategory
Average
| Total Return | 7.46 | 0.38 | 7.27 | 19.29 | -0.26 |
| Category Average | 6.42 | -1.04 | 7.72 | 18.43 | -0.61 |
| Assets for Each Yr* | 24.76 | 24.82 | 25.26 | 28.77 | 35.85 |
*billions
Trailing Returns %
10-31-18
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | -0.26 | 7.86 | 7.41 | ||
Key Stats
10-31-18
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $35,848 mil | $0 | 10.19 | 89.81 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.8 | 56.91 | 0.96 | Average |
| International Stock | 3.1 | 8.33 | 1.12 | Average |
| Municipal Bond | -- | -- | -- | -- |
| Taxable Bond | 3.2 | 14.36 | 0.89 | Average |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
11-14-18
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
| Amazon.com Inc* | Consumer Cyclical | 36.73 | 1.29 | |
| Microsoft Corp* | Technology | 24.19 | 1.01 | |
| Visa Inc Class A* | Financial Services | 22.89 | 0.62 | |
| Alphabet Inc Class C* | Technology | -0.26 | 0.49 | |
| Alphabet Inc A* | Technology | 0.11 | 0.46 | |
| The Cooper Companies Inc* | Healthcare | 16.63 | 0.41 | |
| JPMorgan Chase & Co* | Financial Services | 2.68 | 0.41 | |
| Worldpay Inc Class A* | Industrials | 12.45 | 0.38 | |
| Teleflex Inc* | Healthcare | 3.40 | 0.37 | |
| UnitedHealth Group Inc* | Healthcare | 21.34 | 0.35 | |
| Mastercard Inc A* | Financial Services | 31.20 | 0.31 | |
| Cisco Systems Inc* | Technology | 18.22 | 0.28 | |
| Tapestry Inc* | Consumer Cyclical | -4.81 | 0.27 | |
| Booking Holdings Inc* | Consumer Cyclical | 8.67 | 0.26 | |
| Workday Inc Class A* | Technology | 30.13 | 0.26 | |
| Roper Technologies Inc* | Industrials | 11.83 | 0.26 | |
| Agilent Technologies Inc* | Healthcare | -4.78 | 0.25 | |
| Wells Fargo & Co* | Financial Services | -11.34 | 0.25 | |
| Norwegian Cruise Line Holdings L* | Consumer Cyclical | -6.65 | 0.25 | |
| IAC/InterActiveCorp* | Technology | 47.78 | 0.23 | |
Best 5-Year Relative Performance | More
11-14-18
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier High Yiel | 7 | -- | ||
| MassMutual Premier Infl-Prot | 9 | -- | ||
| MassMutual Select Blue Chip | 10 | -- | ||
| MassMutual Select Mid Cap Gr | 10 | -- | ||
| MassMutual Premier Short-Dur | 12 | -- | ||
Worst 5-Year Relative Performance | More
11-14-18
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier Internati | 91 | -- | ||
| MassMutual RetireSMART by JP | 89 | 11-17-15 | ||
| MassMutual RetireSMART by JP | 85 | 11-17-15 | ||
| MassMutual RetireSMART by JP | 82 | 11-17-15 | ||
| MassMutual RetireSMART by JP | 78 | 11-17-15 | ||
Lowest Expenses | More
11-14-18
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| MassMutual RetireSMART by JP | 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
11-14-18
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| MassMutual Premier Infl-Prot | 1.33 | -- | ||
| MassMutual Premier Small Cap | 1.25 | -- | ||
| MassMutual Select Overseas A | 1.23 | -- | ||
| MassMutual Premier Strat Eme | 1.15 | -- | ||
| MassMutual Select Small Comp | 1.13 | -- | ||
Longest Manager Tenure | More
11-14-18
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| MassMutual Premier D | Michael F. Farrell | 17.70 | ||
| MassMutual Premier D | Michael F. Farrell | 17.70 | ||
| MassMutual Premier C | David L. Nagle | 15.50 | ||
| MassMutual Premier I | George R. Evans | 15.40 | ||
| MassMutual Premier B | David L. Nagle | 14.40 | ||
Shortest Manager Tenure | More
11-14-18
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| MassMutual Select TR | Wyatt A. Lee | 0.40 | ||
| MassMutual Select TR | Richard N. Clattenbu | 0.70 | ||
| MassMutual Select TR | Jerome A. Clark | 0.70 | ||
| MassMutual Select TR | Jerome A. Clark | 0.70 | ||
| MassMutual Select TR | Jerome A. Clark | 0.70 | ||