Page 144 - NovDefComp
P. 144
Scorecard - HRA Plan
Style Risk/Return Peer Group Qual Score
Asset Ticker/
Active Assets Info
Class I D Style Risk/ Up/ Info Return Q3
Style R 2 Ratio 2pt Max Q2 2020 Q1 2020 Q4 2019
Drift Return Down Ratio Rank 2020
Rank
1 1 1 1 0 0 1 1 2 8 8 10 10
MassMutual Premier High
$0.00 HY MPHZX 95.5/ 7.6/ 92.2/
Yield I 3.8 96.9 -0.61 14.0 13.0 HY HY HY HY
-95.3 5.7 98.8
The investment seeks to achieve a high level of total return, with an emphasis on current income, by investing primarily in high yield debt and related securities. The
fund invests primarily in lower rated U.S. debt securities, including securities in default. It invests at least 80% of its net assets (plus the amount of any borrowings for
Strategy Review
investment purposes) in lower rated fixed income securities (rated below Baa3 by Moody's, below BBB- by Standard & Poor's or the equivalent by any NRSRO (using
the lower rating) or, if unrated, determined to be of below investment grade quality by the fund's subadviser.
1 1 1 1 1 1 1 1 2 10 10 10 10
Invesco Real Estate Y $0.00 REI IARYX -78.9/ 15.6/ 91.9/
5.8 96.1 0.84 29.0 28.0 REI REI REI REI
93.4 4.9 78.5
The investment seeks total return through growth of capital and current income. The fund invests, under normal circumstances, at least 80% of its net assets (plus any
borrowings for investment purposes) in securities of real estate and real estate-related issuers, and in derivatives and other instruments that have economic
Strategy Review
characteristics similar to such securities. It may also invest in debt securities, including corporate debt obligations and commercial mortgage-backed securities. The
fund may invest up to 10% of its net assets in non-investment grade debt securities (commonly known as "junk bonds") of real estate and real estate-related issuers.
1 1 1 1 0 1 0 0 2 7 6 7 7
Hartford Healthcare Y $0.00 HC HGHYX -99.7/ 17.1/ 107.8/
11.0 87.0 0.06 55.0 55.0 HC HC HC HC
-65.9 12.5 109.2
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of health care-
related companies worldwide as selected by the sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund takes a broad approach to
Strategy Review
investing in the health care sector. It may invest in health-related companies, including companies in the pharmaceuticals, biotechnology, medical delivery, medical
products, medical services, managed health care, health information services and emerging health-related subsectors.
50

