Nasdaq - Delayed Quote USD
MassMutual Balanced Fund (MBBIX)
11.75
+0.06
+(0.51%)
At close: 8:04:21 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.50% |
| 5y Average Return | 9.49% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 28, 2025) | 20.04% |
| Worst 1Y Total Return (Apr 28, 2025) | -- |
| Best 3Y Total Return | 20.04% |
| Worst 3Y Total Return | 3.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MBBIX
Category
- YTD
- -1.00%
- 9.69%
- 1-Month
- -3.02%
- 0.91%
- 3-Month
- -1.00%
- 5.21%
- 1-Year
- 6.16%
- 27.06%
- 3-Year
- 5.15%
- 11.00%
- 5-Year
- 11.41%
- 10.26%
- 10-Year
- 7.46%
- 8.34%
- Last Bull Market
- 15.27%
- 15.58%
- Last Bear Market
- -10.18%
- -12.16%
Annual Total Return (%) History
Year
MBBIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.00% | -- | -- | -- |
| 2024 | 6.51% | 2.09% | 5.90% | -0.82% |
| 2023 | 3.96% | 3.24% | -3.69% | 9.50% |
| 2022 | -5.44% | -10.18% | -5.71% | 7.26% |
| 2021 | 5.67% | 5.14% | 0.21% | 7.82% |
| 2020 | -14.67% | 14.65% | 5.62% | 7.42% |
| 2019 | 8.33% | 2.94% | 1.26% | 5.96% |
| 2018 | -0.82% | 0.99% | 5.07% | -9.74% |
| 2017 | 4.07% | 2.64% | 3.90% | 4.73% |
| 2016 | 1.41% | 1.48% | 3.47% | 2.17% |
| 2015 | 1.08% | -0.49% | -5.05% | 3.25% |
| 2014 | 0.15% | 2.65% | -- | -- |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 64 |
| 3-Month | 65 |
| 1-Year | 29 |
| 3-Year | 28 |
| 5-Year | 20 |
Load Adjusted Returns
| 1-Year | 6.16% |
| 3-Year | 5.15% |
| 5-Year | 11.41% |
| 10-Year | 7.46% |
Performance & Risk
| YTD Return | -2.50% |
| 5y Average Return | 9.49% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | MassMutual |
| Net Assets | 90.67M |
| YTD Return | -1.00% |
| Yield | 1.64% |
| Morningstar Rating | |
| Inception Date | Apr 30, 1999 |
Fund Summary
Under normal market conditions, the subadviser, Invesco Advisers, Inc., and sub-subadviser, Invesco Capital Management LLC, expect that 55%-75% of the fund’s net assets will be invested in U.S. equity securities (the “U.S. Equity Segment”) and 25%-45% of the fund’s net assets will be invested in fixed income securities (the “Bond Segment”) that meet certain environmental, social, and governance (“ESG”) criteria. The advisor will target a long term strategic allocation of 65% to the U.S. Equity Segment and 35% to the Bond Segment.
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