MBLDX Mutual Fund

NAV$12.83

Fund Essentials

Net Assets
-
Expense Ratio
0.92%
Dividend Yield (Current)
1.50%
Holdings
524
Inception Date
Sep 30, 1994
Fund Family
MassMutual Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.77%
1 Year+7.44%
3 Year+10.99%
5 Year+8.21%
10 Year+8.58%

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)
1.50%
Frequency
Annually
Latest Distribution
$3.46
-

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.
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MBLDX Mutual Fund Overview

MBLDX Mutual Fund (MassMutual Balanced Fund Class R5) is managed by MassMutual Funds. MBLDX expense ratio is 0.92%, holding 524 positions across various sectors. Inception date: 1994-09-30.

MBLDX performance shows a YTD return of 6.77%. The 1-year return is 7.44% and the 5-year return is 8.21%. MBLDX dividend yield stands at 1.50%, paid annually.

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

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