Mutual fund
MassMutual Balanced Fund
TickerMMBRXsocially responsible
Fund manager
MassMutual
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up less than 1% of the portfolio. Assigned a grade of C.
C
$10.74 MILLION
Prison industrial complex
15
flagged holdings
8.84%
of assets flagged
Data as of 9/30/22
Flagged investments:
$10.74 MILLION, 8.84% of assets
Higher risk:
$111,537, 0.09% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
9
holdings
$7.43M
invested
6.12%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
12
holdings
$8.01M
invested
6.59%
of portfolio
All flagged holdings
15 holdings
15 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $4.2M
    3.46%
  • 2.  Costco Wholesale Corp
    Prison industry
    $2.22M
    1.83%
  • 3.  AT&T Inc
    Border industry
    $1.18M
    0.97%
  • 4.  Accenture PLC Class A
    Border industry
    $572,750
    0.47%
  • 5.  Thermo Fisher Scientific Inc
    Border industry
    $533,057
    0.44%
Higher risk
Private prison operator
See all
MassMutual Balanced Fund $MMBRX has $10.74 MILLION invested in 15 companies involved in the prison industrial complex, amounting to 8.84% of fund assets
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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
Allocation--50% to 70% Equity
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 12/31/22
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 
-5.73% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.1% less invested
Less invested in higher risk companies, border industry 
1.6% less invested
Less invested in higher risk companies 
1.6% less invested
Less invested in all screened prison industry companies 
9.05% less invested
Less invested in all screened border industry companies 
12.31% less invested
Less invested in all screened companies 
13.77% less invested
Current fund
MMBRX
MassMutual Balanced Fund
Family
MassMutual
Category
Allocation--50% to 70% Equity
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 12/31/22
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 
-5.73% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.1% less invested
Less invested in higher risk companies, border industry 
1.6% less invested
Less invested in higher risk companies 
1.6% less invested
Less invested in all screened prison industry companies 
9.05% less invested
Less invested in all screened border industry companies 
12.31% less invested
Less invested in all screened companies 
13.77% less invested
Current fund
MMBRX
MassMutual Balanced Fund
Family
MassMutual
Category
Allocation--50% to 70% Equity
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 12/31/22
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 
-5.73% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.1% less invested
Less invested in higher risk companies, border industry 
1.6% less invested
Less invested in higher risk companies 
1.6% less invested
Less invested in all screened prison industry companies 
9.05% less invested
Less invested in all screened border industry companies 
12.31% less invested
Less invested in all screened companies 
13.77% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
MMBRX - MassMutual Balanced Fund
-14.76%
3.85%
4.65%
6.79%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
-18.13%
7.63%
9.39%
13%
0% 
Fund compared to benchmark
 
3.38%
-3.78%
-4.74%
-5.73%
Same
Find more financial data on MMBRX at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
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