2 / 5 Stars
3 3 2 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#28 in World Allocation
U.S. News evaluated 129 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 8.84 percent over the past year, and 5.09 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.1%|
|3 Years (Annualized)||5.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term total return. The fund invests in both equity and debt securities, including money market securities and other short-term debt obligations, of issuers located around the world, including emerging markets. It allocates approximately 40% or more of assets in securities. The fund buys debt securities of varying maturities, debt securities paying a fixed or floating rate of interest, and debt securities of any kind in domestic and foreign market. It seeks to reduce volatility by allocating its assets broadly across markets, industries and issuers and without geographic or market capitalization limits.
Fees are High compared to funds in the same category.
MassMutual Select BlackRock Global Allocation Fund has an expense ratio of 1.36 percent.
Risk is Average compared to funds in the same category according to Morningstar.