Fund Universe

← Fund Universe

☆MASSACHUSETTS MUTUAL LIFE INSURANCE CO

CIK 0000225602 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.978
AUM ($M)
2,379
Positions
2
Turnover
0.01
Top-10 wt
100%
Herfindahl
0.824
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 2 positions · portfolio value $2,379M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVZ funds › INVESCO LTD HOLD — 90.2% -0.9% 2,146.4 81,332,319 +0 0 —
☆JEF funds › JEFFERIES FINANCIAL GROUP INC HOLD — 9.8% +0.9% 232.6 4,654,362 +0 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 2,379 2 0.01 100% 0.824 0.978 — in
2026Q1 2,168 2 0.03 100% 0.838 0.973 — in
2025Q4 2,425 2 0.02 100% 0.790 0.972 — in
2025Q3 2,170 2 0.03 100% 0.759 0.970 — in
2025Q2 1,537 2 0.00 100% 0.724 0.973 — entered
2025Q1 1,483 2 0.00 100% 0.720 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status