MassMutual Balanced Fund

Shareclass
MassMutual Balanced R3 (MMBRX)
Type
Open-end mutual fund
Manager
Sustainability mandate
Deforestation grade: Fund is invested in deforestation-risk banks and lenders and/or major consumer brands, but no holdings flagged for our deforestation-risk agricultural commodity producer/trader screen. Assigned a grade of B.
How we track deforestation-risk investments
B
7.56%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
24
holdings flagged
7.43%
of assets flagged
This fund contains
 $8.45 MILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
0 holdings
0% of assets
$0 invested
banks
Banks and lenders
0 holdings
0% of assets
$0 invested
consumers
Major consumer brands
24 holdings
7.43% of assets
$8.45 MILLION invested
No holdings icon
Commodity producers
0 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
No holdings icon
Banks and lenders
0 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
Major consumer brands
Major consumer brands
24 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
24 HOLDINGS
  • % of portfolio
    $ invested
  • 1. The Home Depot Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
    1.18%1.18% of portfolio
    $1.37M$1.37M invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
  • 2. Procter & Gamble Co
    Paper/pulp major consumer brandPalm oil major consumer brand
    1.09%1.09% of portfolio
    $1.26M$1.26M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 3. TJX Companies Inc
    Cattle major consumer brandTimber major consumer brandPaper/pulp major consumer brand
    0.75%0.75% of portfolio
    $868,865$868,865 invested
    Cattle major consumer brandTimber major consumer brandPaper/pulp major consumer brand
  • 4. Lowe's Companies Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brand
    0.73%0.73% of portfolio
    $842,392$842,392 invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brand
  • 5. PepsiCo Inc
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.71%0.71% of portfolio
    $823,772$823,772 invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 31 Mar 2024
Financial performance
Performance data provided byMorningstarFind more financial data on MMBRX at Morningstar.com
Current fund
MMBRX
MassMutual Balanced Fund
Family
MassMutual
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-6.1% less in annualized returns
Less invested in commodity producers 
0.23% less invested
Less invested in banks and lenders 
2.48% less invested
Less invested in major consumer brands 
4.4% less invested
Current fund
MMBRX
MassMutual Balanced Fund
Family
MassMutual
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-6.1% less in annualized returns
Less invested in commodity producers 
0.23% less invested
Less invested in banks and lenders 
2.48% less invested
Less invested in major consumer brands 
4.4% less invested
Current fund
MMBRX
MassMutual Balanced Fund
Family
MassMutual
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-6.1% less in annualized returns
Less invested in commodity producers 
0.23% less invested
Less invested in banks and lenders 
2.48% less invested
Less invested in major consumer brands 
4.4% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
MMBRX - MassMutual Balanced Fund
15%
3.5%
8.23%
6.55%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
28%
9.54%
16%
13%
0.23% 
Fund compared to benchmark
 
-13.55%
-6.04%
-7.54%
-6.1%
0.23%  lower
Find more financial data on MMBRX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
More from Invest Your Values
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