MassMutual Balanced Fund

Shareclass
MassMutual Balanced R3 (MMBRX)
Type
Open-end mutual fund
Manager
Sustainability mandate
Military weapon grade: Fund is invested in nuclear weapons and/or controversial weapons below the threshold of 2.5%. Assigned a grade of C.
How we track weapon investments
C
$764,834
Military weapons
5
military weapon stocks found
0.71%
of assets flagged
Data as of 31 Dec 2023
Military weapons
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
5
holdings
$764,834
invested
0.71%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
2
holdings
$466,200
invested
0.43%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
0 direct stock holdings
Military weapon companies
5 holdings
5 holdings
  • 1.  Honeywell International Inc
    Nuclear weapons
    $250,184
    0.23%
  • 2.  Eaton Corp PLC
    Nuclear weapons
    $216,016
    0.2%
  • 3.  Amphenol Corp Class A
    $160,789
    0.15%
  • 4.  AMETEK Inc
    $114,434
    0.11%
  • 5.  Ball Corp
    $23,411
    0.02%
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
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.

MassMutual Balanced Fund earns a C grade for investments in military weapons
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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: 3/31/24
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 
-6.04% less in annualized returns
Less invested in military weapons 
2.41% less invested
Less invested in major military contractors 
2.41% less invested
Less invested in manufacturers/servicers of nuclear weapons 
1.96% less invested
Less invested in manufacturers of controversial weapons 
1.06% 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: 3/31/24
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 
-6.04% less in annualized returns
Less invested in military weapons 
2.41% less invested
Less invested in major military contractors 
2.41% less invested
Less invested in manufacturers/servicers of nuclear weapons 
1.96% less invested
Less invested in manufacturers of controversial weapons 
1.06% 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: 3/31/24
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 
-6.04% less in annualized returns
Less invested in military weapons 
2.41% less invested
Less invested in major military contractors 
2.41% less invested
Less invested in manufacturers/servicers of nuclear weapons 
1.96% less invested
Less invested in manufacturers of controversial weapons 
1.06% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
MMBRX - MassMutual Balanced Fund
15%
4.83%
8.03%
6.88%
0.71% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
11%
15%
13%
3.12% 
Fund compared to benchmark
 
-14.79%
-6.63%
-6.99%
-6.04%
2.41%  lower
Find more financial data on MMBRX at Morningstar.com
What's next?
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Action toolkit
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