MassMutual Balanced R5’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
NAV / 1-Day Return
10.47 / 0.48 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—50% to 70% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityHigh / Moderate
Morningstar’s Analysis MBLDX
Will MBLDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.