MassMutual Premier Balanced S
1295 State St Springfield MA 01111
Map
Phone: 888-309-3539
| Category: | Moderate Allocation | | Fund Family: | MassMutual | | Net Assets: | 143.80M | | Year-to-Date Return: | -7.87% | | Yield: | 3.11% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jan-95 |
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Mary Wilson Kibbe
Lead Manager since
30-Sep-94 | | | Wilson Kibbe has been affiliated with MassMutual since 1982 as a portfolio manager. |
| Min Initial Investment: | $50,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks a high total rate of return consistent with the preservation of capital. The fund normally invests in a diversified portfolio of three segments. It invests no more than 30% of assets in the money market segment, which seeks to meet liquidity needs by investing in diverse money market instruments; and invests 30%-50% of assets in the core bond segment, which invests primarily in investment grade fixed income instruments; and invests 50%-70% of assets in the core equity segment, which invests primarily in stocks of large capitalization companies. |
| Last Dividend
(17-Dec-07):
| 0.31 | | Last Cap Gain
(5-Dec-07):
| 0.17 | | Annual Holdings Turnover
| 194.00% | | Average for Category:
| 71.04% |
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| Expense | MBLDX | Category
Avg | | Total Expense Ratio: | 0.60%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$203 | $625 | | 5 Yr Expense Projection*: |
$355 | $954 | | 10 Yr Expense Projection*: |
$796 | $1,865 |
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0.29% Nasdaq 
0.14%
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