MBBIX Mutual Fund

NAV$12.84

Fund Essentials

Net Assets
-
Expense Ratio
0.82%
Dividend Yield (Current)
1.61%
Holdings
524
Inception Date
Apr 1, 2014
Fund Family
MassMutual Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.84%
1 Year+7.53%
3 Year+11.11%
5 Year+8.31%
10 Year+8.70%

Asset Allocation

Stocks: 61.44%
Bonds: 38.57%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.61%
Frequency
Annually
Latest Distribution
$3.48
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
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MBBIX Mutual Fund Overview

MBBIX Mutual Fund (MassMutual Balanced Fund Class I) is managed by MassMutual Funds. MBBIX expense ratio is 0.82%, holding 524 positions across various sectors. Inception date: 2014-04-01.

MBBIX performance shows a YTD return of 6.84%. The 1-year return is 7.53% and the 5-year return is 8.31%. MBBIX dividend yield stands at 1.61%, paid annually.

MBBIX top holdings include a diversified portfolio. View all MBBIX holdings, sector breakdown, or dividend history.

MBBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MBBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.