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Morningstar

MassMutual Balanced R5 MBLDX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MassMutual Investment Hub

Morningstar’s Analysis MBLDX

Will MBLDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MBLDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MBLDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MBLDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MassMutual Balanced R5 earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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