• FirefoxUpgrade to the new Firefox »
  •  Dow Up0.13% Nasdaq Up0.70%

    MassMutual Premier High Yield R5 (MPHSX)

    8.94 0.00(0.00%) Dec 26

    Profile as of Nov 29, 2014Get Profile for:
    MassMutual Premier High Yield R5
    Massmutual Premier Funds1295 State StreetSpringfield, MA 1111
    Map
    Phone: 888-309-3539
    Fund Overview 
    Category:High Yield Bond
    Fund Family:MassMutual
    Net Assets:257.04M
    Year-to-Date Return:4.75%
    Yield:6.32%
    Morningstar Rating:5 stars
    Fund Inception Date:Nov 1, 2004
    Morningstar Style Box 
    High Yield Bond
    [View Category Definition]
    View Top High Yield Bond Funds
    About the Morningstar Style Box
    Management Information 
    Scott D. Roth
    Lead Manager since Dec 8, 2010
    Scott Roth is a member of the U.S. High Yield Investment Committee. In addition, he is a lead portfolio manager for various high yield bond total return strategies. Scott has over 20 years of industry experience. Prior to joining Babson Capital in 2002, Scott worked at Webster Bank and was a high yield analyst at Times Square Capital Management. In addition, he spent time as an underwriter at Chubb Insurance Company. He holds a B.B.A. from Western Michigan University and an M.B.A. from the University of Michigan. Scott is a member of the CFA Institute.
    Investment Information 
    Min Initial Investment:0
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    MPHSX can be purchased from 4 brokerages.

    Fund Summary 
    The investment seeks to achieve a high level of total return, with an emphasis on current income, by investing primarily in high yield debt and related securities. The fund invests primarily in lower rated U.S. debt securities, including securities in default. Debt securities may include, for example, corporate bonds, mortgage-backed and asset-backed securities, and obligations of the U.S. government or its agencies or instrumentalities. It invests at least 80% of its net assets in lower rated fixed income securities. The fund expects to have a dollar-weighted average portfolio maturity ranging from 4 to 10 years.

    Fund Operations 
    Last Dividend (Dec 16, 2014) : 0.68
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 23, 2014) : 80.00%
    Average for Category:62.11%
    Fees & Expenses 
    ExpenseMPHSXCategory Avg
    Annual Report Expense Ratio (net):0.70%1.08%
    Prospectus Net Expense Ratio:0.65%N/A
    Prospectus Gross Expense Ratio:0.68%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A4.16%
    Max Deferred Sales Load: N/A2.11%
    3 Yr Expense Projection*:212538
    5 Yr Expense Projection*:373845
    10 Yr Expense Projection*:8411,737
    * Per $10,000 invested