Massmutual Premier Year To Date Return vs. One Year Return
| MBBRX Fund | USD 12.44 0.02 0.16% |
For Massmutual Premier profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Massmutual Premier to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Massmutual Premier Balanced utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Massmutual Premier's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Massmutual Premier Balanced over time as well as its relative position and ranking within its peers.
Massmutual |
Massmutual Premier One Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Massmutual Premier's current stock value. Our valuation model uses many indicators to compare Massmutual Premier value to that of its competitors to determine the firm's financial worth. Massmutual Premier Balanced is regarded third largest fund in year to date return among similar funds. It also is regarded third largest fund in one year return among similar funds reporting about 1.23 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Massmutual Premier's earnings, one of the primary drivers of an investment's value.Massmutual One Year Return vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Massmutual Premier |
| = | 17.60 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Massmutual Premier |
| = | 21.59 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Massmutual One Year Return Comparison
Massmutual Premier is regarded second largest fund in one year return among similar funds.
Massmutual Premier Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Massmutual Premier, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Massmutual Premier will eventually generate negative long term returns. The profitability progress is the general direction of Massmutual Premier's change in net profit over the period of time. It can combine multiple indicators of Massmutual Premier, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. The advisor will target a long term strategic allocation of 65 percent to the U.S. Equity Segment and 35 percent to the Bond Segment.
Massmutual Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Massmutual Premier. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Massmutual Premier position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Massmutual Premier's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Massmutual Premier without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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ETF CategoriesList of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |
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Use Investing Themes to Complement your Massmutual Premier position
In addition to having Massmutual Premier in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Realty Funds
Funds or Etfs investing in real estate backed instruments or issues backed by different types of commercial properties. The Realty Funds theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Realty Funds Theme or any other thematic opportunities.
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Other Information on Investing in Massmutual Mutual Fund
To fully project Massmutual Premier's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Massmutual Premier at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Massmutual Premier's income statement, its balance sheet, and the statement of cash flows.
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