MBBRX Mutual Fund

MBBRX Mutual Fund

NAV$12.13
See how much of MBBRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
-
Expense Ratio
1.27%
Dividend Yield (Current)
1.23%
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+6.42%
1 Year+7.01%
3 Year+10.57%
5 Year+7.81%
10 Year+9.21%

Asset Allocation

Stocks: 61.44%
Bonds: 38.57%
See how much of MBBRX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
Dividend Yield (Current)
1.23%
Frequency
Annually
Latest Distribution
$3.40
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MBBRX Mutual Fund Overview

MBBRX Mutual Fund (MassMutual Balanced Fund Class R4) is managed by MassMutual Funds. MBBRX expense ratio is 1.27%, holding 524 positions across various sectors. Inception date: 2014-04-01.

MBBRX performance shows a YTD return of 6.42%. The 1-year return is 7.01% and the 5-year return is 7.81%. MBBRX dividend yield stands at 1.23%, paid annually.

MBBRX top holdings include a diversified portfolio. Go to all MBBRX holdings, MBBRX sectors, or MBBRX dividends.

MBBRX can be compared against other funds. Use MBBRX overlap to find shared positions, or MBBRX vs another fund for a side-by-side view. MBBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.