Skip to Content

MassMutual Balanced R5 MBLDX

Quantitative rating as of
NAV / 1-Day Return
10.47  /  0.48 %
Total Assets
123.4 Mil
Adj. Expense Ratio
0.800%
Expense Ratio
0.790%
Distribution Fee Level
Above Average
Share Class Type
Retirement, Large
Category
Allocation—50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.57%
Turnover
343%

Morningstar’s Analysis MBLDX

Will MBLDX outperform in future?

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

Summary

|

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.

Unlock our full analysis with Morningstar Investor