Nasdaq - Delayed Quote USD
MassMutual Balanced Fund (MBLDX)
11.35
-0.23
(-1.99%)
As of 8:09:18 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.93% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -5.34% |
| 5y Average Return | 9.23% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MBLDX | Category Average | MBLDX | Category Average | MBLDX | Category Average | |
| Alpha | 1.1 | -0.01 | 2.53 | -0.01 | 1.15 | -0 |
| BETA | 0.93 | 0.01 | 0.97 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.47 | 0.01 | 0.95 | 0.01 | 0.64 | 0.01 |
| R-squared | 91.94 | 0.93 | 89.7 | 0.92 | 91.66 | 0.92 |
| Standard Deviation | 12.15 | 0.13 | 11.82 | 0.1 | 10.77 | 0.09 |
| Sharpe Ratio | 0.1 | 0.01 | 0.73 | 0.01 | 0.53 | 0.01 |
| Treynor Ratio | 0.48 | 0.09 | 8.8 | 0.09 | 5.25 | 0.07 |
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