MassMutual Premier Balanced N
1295 State St Springfield MA 01111
Map
Phone: 888-309-3539
| Category: | Moderate Allocation | | Fund Family: | MassMutual | | Net Assets: | 120.00K | | Year-to-Date Return: | 14.59% | | Yield: | 2.43% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-02 |
|
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 |
|
| |
| 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):
| 0.21 | | Last Cap Gain
(5-Dec-07):
| 0.17 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 81.32% |
|
| Expense | MMBNX | Category
Avg | | Total Expense Ratio: | 1.55%
| 1.02% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | 1.00%
| 2.73% | | 3 Yr Expense Projection*: |
$ 494 | $631 | | 5 Yr Expense Projection*: |
$ 853 | $951 | | 10 Yr Expense Projection*: |
$ 1,866 | $1,858 |
|
|
0.18% Nasdaq 
0.42%
Profile
