Nasdaq - Delayed Quote USD
MassMutual Balanced A (MMBDX)
11.31
+0.06
+(0.53%)
At close: 8:04:22 PM EDT
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 | 19.43% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -2.68% |
| 5y Average Return | 8.91% |
| Rank in Category (ytd) | 67 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MMBDX | Category Average | MMBDX | Category Average | MMBDX | Category Average | |
| Alpha | 0.66 | -0.01 | 2.07 | -0.01 | 0.71 | -0 |
| BETA | 0.93 | 0.01 | 0.97 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.44 | 0.01 | 0.92 | 0.01 | 0.6 | 0.01 |
| R-squared | 91.88 | 0.93 | 89.82 | 0.92 | 91.69 | 0.92 |
| Standard Deviation | 12.2 | 0.13 | 11.82 | 0.1 | 10.77 | 0.09 |
| Sharpe Ratio | 0.06 | 0.01 | 0.69 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | -0.02 | 0.09 | 8.28 | 0.09 | 4.78 | 0.07 |
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