M&A - MASSMUTUAL PREMIER FUNDS
Form Type: 497
Filing Date: 2025-03-24
Corporate Action: Merger
Type: Update
Accession Number: 000110465925027314
Filing Summary: This document is a supplement to the Prospectuses of various MassMutual funds and provides information regarding the upcoming reorganizations of certain Selling Funds into corresponding Acquiring Funds, approved by the Board of Trustees. The reorganizations are scheduled to occur in September 2025, subject to certain conditions, and will not require shareholder approval. Shareholders will receive shares of the Acquiring Funds equal in value to their holdings in the Selling Funds at the time of reorganization. The document also outlines the purchase and sale of fund shares, noting that shares generally are available through various financial intermediaries. Changes to investment minimums are mentioned, with specific details for different classes of shares noted. Shareholders are advised that the reorganizations may be tax-free and to contact their financial intermediaries for more information once the combined information statement/prospectus has been filed with the SEC.
Additional details:
Selling Fund Name: MassMutual Total Return Bond Fund
Selling Fund Name: MassMutual Equity Opportunities Fund
Acquiring Fund Name: MassMutual Core Bond Fund
Acquiring Fund Name: MassMutual Diversified Value Fund
Reorganization Date: 2025-09-01
No Shareholder Approval Required: 1
Tax Free Event: 1
Form Type: 497K
Filing Date: 2025-03-24
Corporate Action: Merger
Type: Update
Accession Number: 000110465925027321
Filing Summary: This document is a supplement to the Summary Prospectus for the MassMutual Core Bond Fund, dated February 1, 2025, providing new and additional information regarding the reorganization of the MassMutual Total Return Bond Fund into the MassMutual Core Bond Fund. The proposed reorganization has been approved by the Boards of Trustees of both Funds and is expected to occur in September 2025, contingent upon certain conditions. No shareholder approval is required for this reorganization, which will result in the transfer of assets and liabilities from the Selling Fund (MassMutual Total Return Bond Fund) to the Acquiring Fund (MassMutual Core Bond Fund). Current shareholders will receive shares of the Acquiring Fund equivalent to the net asset value of their investment in the Selling Fund. This reorganization is anticipated to be tax-free for U.S. federal income tax purposes, although it remains subject to conditions. Shareholders can redeem their shares before the reorganization occurs, which may incur taxes, and further detailed information about the terms and implications of the reorganization will be provided in a combined information statement/prospectus.
Additional details:
Selling Fund: MassMutual Total Return Bond Fund
Acquiring Fund: MassMutual Core Bond Fund
Reorganization Date: September 2025
Shareholder Approval Required: No
Tax Status: tax-free event for U.S. federal income tax purposes
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