Massmutual Premier Balanced Fund Quote

MMBDX Fund  USD 12.55  0.03  0.24%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Massmutual Premier is trading at 12.55 as of the 23rd of November 2024; that is 0.24% down since the beginning of the trading day. The fund's open price was 12.58. Massmutual Premier has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Massmutual Premier Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of December 2023 and ending today, the 23rd of November 2024. Click here to learn more.
Under normal market conditions, the subadviser, Invesco Advisers, Inc., and sub-subadviser, Invesco Capital Management LLC, expect that 55-75 percent of the funds net assets will be invested in U.S. equity securities and 25-45 percent of the funds net assets will be invested in fixed income securities that meet certain environmental, social, and governance criteria. More on Massmutual Premier Balanced

Moving together with Massmutual Mutual Fund

  0.78MLUAX Massmutual Select MidPairCorr
  0.84MLUFX Massmutual Select MidPairCorr
  0.78MLUNX Massmutual Select MidPairCorr
  0.78MLULX Massmutual Select MidPairCorr
  0.84MLUSX Massmutual Select MidPairCorr
  0.78MLUZX Massmutual Select MidPairCorr

Moving against Massmutual Mutual Fund

  0.73MMANX Massmutual Select GrowthPairCorr
  0.72MMAAX Massmutual Select GrowthPairCorr
  0.71MMAZX Massmutual Select GrowthPairCorr
  0.39MMCBX Massmutual PremierPairCorr
  0.37MMBEX Massmutual SelectPairCorr

Massmutual Mutual Fund Highlights

Fund ConcentrationMassMutual Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, MassMutual, Large Value, Allocation--50% to 70% Equity (View all Sectors)
Update Date30th of September 2024
Massmutual Premier Balanced [MMBDX] is traded in USA and was established 23rd of November 2024. Massmutual Premier is listed under MassMutual category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of MassMutual family. This fund now has accumulated 114.24 M in assets with no minimum investment requirementsMassmutual Premier is currently producing year-to-date (YTD) return of 14.3% with the current yeild of 0.01%, while the total return for the last 3 years was 3.99%.
Check Massmutual Premier Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Massmutual Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Massmutual Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Massmutual Premier Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Massmutual Premier Balanced Mutual Fund Constituents

BACBank of AmericaStockFinancials
VWOVanguard FTSE EmergingEtfDiversified Emerging Mkts
JPMJPMorgan Chase CoStockFinancials
INTCIntelStockInformation Technology
VZVerizon CommunicationsStockCommunication Services
VEAVanguard FTSE DevelopedEtfForeign Large Blend
TATT IncStockCommunication Services
PGProcter GambleStockConsumer Staples
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Massmutual Premier Risk Profiles

Massmutual Premier Against Markets

Other Information on Investing in Massmutual Mutual Fund

Massmutual Premier financial ratios help investors to determine whether Massmutual Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Massmutual with respect to the benefits of owning Massmutual Premier security.
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