Nasdaq - Delayed Quote USD
MassMutual Balanced Fund (MBBIX)
11.75
+0.06
+(0.51%)
At close: 8:04:21 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Protected Investors of America
- Mid Atlantic Capital Corp
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Raymond James
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Fidelity Advisor 401(k) I Shares
- ADP Access
- Mid Atlantic Capital Group
- ADP Access Open Fund Architecture
- H Beck Inc.
- DailyAccess Corporation MATC
- Fidelity Advisor 401(k) A Shares
- Fidelity Advisor 401(k) M Shares
- Pershing Retirement Plan Network
- Kestra Financial
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
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.
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 |
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 |
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