MassMutual Balanced Fund | Weapon investments

Mutual fund

MassMutual Balanced Fund

TickerMMBRX socially responsible

Fund manager

For each weapons category, we show the fund's exposure. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.

Military weapons

Major military contractors

Top 100 military contractors

holdings

$607,296

invested

0.5%

of portfolio

Cluster munitions

Manufacturers of weapons banned in 100+ countries

0 direct stock holdings

Nuclear weapons

Manufacturers/servicers of nuclear armaments

holdings

$413,584

invested

0.34%

of portfolio

Military weapon companies

3 holdings

1. Honeywell International Inc
$413,584
0.34%
2. Amphenol Corp Class A
$178,722
0.15%
3. Ball Corp
$14,990
0.01%

Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

Gun Free Funds

Visit Gun Free Funds

MassMutual Balanced Fund $MMBRX is 0.5% invested in military weapon stocks, with $607,296 invested across 3 equity holdings

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

MassMutual Balanced Fund MMBRX

Environment

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex
Investments in prisons and borders industry, including private prison operators

Military weapons
Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on MMBRX at Morningstar.com

Current fund

MMBRX

MassMutual Balanced Fund

Family

MassMutual

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-5.62% less in annualized returns

Less invested in military weapons

2.17% less invested

Less invested in major military contractors

2.17% less invested

Same in manufacturers of cluster munitions

Less invested in manufacturers/servicers of nuclear weapons

1.57% less invested

Current fund

MMBRX

MassMutual Balanced Fund

Family

MassMutual

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-5.62% less in annualized returns

Less invested in military weapons

2.17% less invested

Less invested in major military contractors

2.17% less invested

Same in manufacturers of cluster munitions

Less invested in manufacturers/servicers of nuclear weapons

1.57% less invested

Current fund

MMBRX

MassMutual Balanced Fund

Family

MassMutual

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-5.62% less in annualized returns

Less invested in military weapons

2.17% less invested

Less invested in major military contractors

2.17% less invested

Same in manufacturers of cluster munitions

Less invested in manufacturers/servicers of nuclear weapons

1.57% less invested

Month-end trailing returns

Performance as of date: 4/30/23

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
MMBRX - MassMutual Balanced Fund

0.35%

8.29%

5.88%

6.54%

0.5%

Benchmark

2.63%

14%

11%

12%

2.67%

Fund compared to benchmark

-2.28%

-6.19%

-5.54%

-5.62%

2.17% lower

Find more financial data on MMBRX at Morningstar.com

What's next?

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