MassMutual Balanced Fund (MBLDX.O)

At A Glance

You hold MBLDX.O in 0 portfolios

Net Asset Value

10.76USD

 0.16 +1.51%

05/27/2022

Category
Mixed Equity
YTD Return (Cumulative)
 -10.03%
Classification
Mix Tgt All Mod
5 Year Return (Annualized)
 8.28%
Lipper Index
Lipper M-A Tgt All Md IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 MBLDX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyMassMutual
Inception Date10/03/1994
Portfolio Turnover343%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
MassMutual
100 Bright Meadow Blvd.
Enfield, CT 06082-1981

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.79%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment--
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks a high total rate of return over time, consistent with capital preservation, by investing in stock, fixed income and money market securities.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
537
Consistent Return
 
536
Capital Preservation
 
4575
Low Expense
 
269
Tax Efficiency (U.S. only)
 
537

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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