MassMutual Select Strategic Balanced Y

 (MUTF:MSTYX)   Watch this mutual fund  
Find more results for Georgina Y Stephens�

Performance

Trailing returns

1 day   +0.04%
   
1 week
   
-0.02%  
4 week   +0.28%
   
3 month
   
-4.03%  
YTD   +4.03%
   
1 year   +0.45%
   
3 years*   +11.68%
   
5 years*   +1.58%
   
*annualized
Best 3 month return+21.05%  
Worst 3 month return-23.65%  

Morningstar statistics

Morningstar category: Conservative Allocation
  Return Risk Rating
3 years Above Average High
5 years Below Average High
10 years     -     - -
Overall Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets48.30M 
Front load-  
Deferred load-  
Expense ratio1.04%  
Management fee-  
Fund familyMassMutual 

Asset allocation

Cash6.91%  
Stocks67.09%  
Bonds25.92%  
Preferred0.08%  
Other0.01%  

Purchase information

Initial$5,000,000  
10.080.00(0.00%)
Jun 22, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund invests in a mix of equity securities and fixed income securities pursuant to a multi-managed approach under which two subadvisers independently manage different portions of the fund�s assets. Its target allocation is 65% equity securities and 35% fixed income securities, but, the allocation may fluctuate based on cash-flow activity or market performance. The fund may invest up to 30% of assets in foreign securities.
Fund filings (PDF) »
Asset managers:
Jeroen Huysinga (Started: Oct 8, 2008)
Georgina Maxwell (Started: Oct 8, 2008)
Stephen Walsh (Started: Dec 31, 2003)
Thomas Luddy (Started: Oct 8, 2008)
Susan Bao (Started: Oct 8, 2008)
Carl Eichstaedt (Started: Dec 31, 2003)
Mark Lindbloom (Started: Jan 31, 2005)
Keith Gardner (Started: Dec 31, 2003)
Gerd Woort-Menker (Started: Oct 8, 2008)
Michael Buchanan (Started: Apr 30, 2005)
Advisor Company:
Massachusetts Mutual Life Insurance Co
Fund family reports on Morningstar »
For MassMutual (MMRS) project

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.28 -0.62 -1.10     -
Beta* 1.13 1.14 1.10     -
Mean annual return -0.20 0.92 0.18     -
R-squared* 98.08 97.54 96.68     -
Standard deviation 13.87 12.07 14.17     -
Sharpe ratio -0.17 0.91 0.09     -
* Against standard index

Top 10 holdings

Security Net Assets  
2yr Us Treasury Note Futures Jun12 Xcbt 3.20%  
Apple, Inc. (AAPL) 2.62%  
10yr Us Treasury Note Futures Jun12 Xcbt 2.61%  
US Treasury Note 2% 2.04%  
Merck & Co Inc (MRK) 1.52%  
Microsoft Corporation (MSFT) 1.24%  
Wells Fargo & Co (WFC) 1.19%  
Time Warner Inc (TWX) 1.19%  
Schlumberger NV (SLB) 1.11%  
Exxon Mobil Corporation (XOM) 1.11%