MassMutual Premier Balanced S
1295 State St Springfield MA 01111
Map
Phone: 888-309-3539
| Category: | Moderate Allocation | | Fund Family: | MassMutual | | Net Assets: | 110.54M | | Year-to-Date Return: | 16.37% | | Yield: | 3.22% | | 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: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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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
(18-Dec-08):
| 0.29 | | Last Cap Gain
(5-Dec-07):
| 0.17 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 74.74% |
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| Expense | MBLDX | Category
Avg | | Total Expense Ratio: | 0.68%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 222 | $632 | | 5 Yr Expense Projection*: |
$ 388 | $951 | | 10 Yr Expense Projection*: |
$ 869 | $1,857 |
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1.82% Nasdaq 
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