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
$10.76 MILLION
Prison industrial complex
15
flagged holdings
8.86%
of assets flagged
Data as of 3/31/23
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
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
9
holdings
$6.98M
invested
5.75%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
12
holdings
$9.14M
invested
7.52%
of portfolio
All flagged holdings
15 holdings
15 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $4.84M
    3.98%
  • 2.  Costco Wholesale Corp
    Prison industry
    $1.13M
    0.93%
  • 3.  AT&T Inc
    Border industry
    $1.07M
    0.88%
  • 4.  International Business Machines Corp
    Border industry
    $700,938
    0.58%
  • 5.  Accenture PLC Class A
    Border industry
    $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
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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: 4/30/23
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 
-5.62% 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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/23
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 
-5.62% 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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/23
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 
-5.62% 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  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
MMBRX - MassMutual Balanced Fund
0.35%
8.29%
5.88%
6.54%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
2.63%
14%
11%
12%
0% 
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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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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