MassMutual Balanced Fund | Prison industrial complex investments

Mutual fund

MassMutual Balanced Fund

TickerMMBRX socially responsible

Fund manager

Flagged investments:

$10.76 MILLION, 8.86% of assets

Higher risk:

$169,961, 0.14% 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

Incarceration and detention facilities, services in facilities, supervision and monitoring

holdings

$6.98M

invested

5.75%

of portfolio

Border industry

Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border

holdings

$9.14M

invested

7.52%

of portfolio

All flagged holdings

15 holdings

1. Microsoft Corp
$4.84M
3.98%
2. Costco Wholesale Corp
$1.13M
0.93%
3. AT&T Inc
$1.07M
0.88%
4. International Business Machines Corp
$700,938
0.58%
5. Accenture PLC Class A
$684,515
0.56%

Higher risk
Private prison operator

See all

MassMutual Balanced Fund $MMBRX has $10.76 MILLION invested in 15 companies involved in the prison industrial complex, amounting to 8.86% of fund assets

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

Same in private prison operators

Both 0% invested

Less invested in higher risk companies, prison industry

0.04% less invested

Less invested in higher risk companies, border industry

1.33% less invested

Less invested in higher risk companies

1.33% less invested

Less invested in all screened prison industry companies

10.17% less invested

Less invested in all screened border industry companies

12.34% less invested

Less invested in all screened companies

14.54% 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

Same in private prison operators

Both 0% invested

Less invested in higher risk companies, prison industry

0.04% less invested

Less invested in higher risk companies, border industry

1.33% less invested

Less invested in higher risk companies

1.33% less invested

Less invested in all screened prison industry companies

10.17% less invested

Less invested in all screened border industry companies

12.34% less invested

Less invested in all screened companies

14.54% 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

Same in private prison operators

Both 0% invested

Less invested in higher risk companies, prison industry

0.04% less invested

Less invested in higher risk companies, border industry

1.33% less invested

Less invested in higher risk companies

1.33% less invested

Less invested in all screened prison industry companies

10.17% less invested

Less invested in all screened border industry companies

12.34% less invested

Less invested in all screened companies

14.54% less invested

Month-end trailing returns

Performance as of date: 4/30/23

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Flagged investments

1-yr

3-yr

5-yr

10-yr

This fund
MMBRX - MassMutual Balanced Fund

0.35%

8.29%

5.88%

6.54%

Benchmark

2.63%

14%

11%

12%

Fund compared to benchmark

-2.28%

-6.19%

-5.54%

-5.62%

Same

Find more financial data on MMBRX at Morningstar.com

What's next?

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