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Massmutual Premier Balanced Fund Class A: (MF: MMBDX)
(NASDAQ Mutual Funds) As of Aug 27, 2025 08:00 PM ET
$12.31 USD
+0.03 (0.24%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.49 | 86 |
| 3 months | 6.43 | 63 |
| 6 months | 2.89 | 80 |
| 1 Year | 7.77 | 66 |
| 3 Year | 8.26 | 64 |
| 5 Year | 7.96 | 53 |
| 10 Year | 6.35 | 69 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 58.58 |
| Bear Market (10/07 - 2/09) | -34.11 |
| Bull Market (2/09 - 3/21) | 310.25 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 3.37 |
| 5 Year | 7.55 |
| 10 Year | 5.86 |
| Since Inception | 5.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.12 | 5.33 | NA | NA |
| 2024 | 6.36 | 1.99 | 5.78 | -1.01 |
| 2023 | 3.89 | 3.06 | -3.83 | 9.33 |
| 2022 | -5.62 | -10.35 | -5.82 | 5.86 |
| 2021 | 5.50 | 4.98 | 0.14 | 7.67 |
| 2020 | -14.78 | 14.44 | 5.43 | 7.30 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.49 | 13.59 | 12.59 | -15.65 | 19.44 | 10.33 | 19.10 | -5.56 | 15.58 | 8.08 | -10.03 |
| % Total Return Rel to Index | -4.08 | -11.42 | -13.65 | 2.54 | -9.24 | -8.06 | -12.38 | -1.17 | -6.20 | -3.85 | -11.42 |
| % Total Return Rel to Peer | -1.97 | 1.96 | -1.36 | -1.90 | 6.25 | -0.94 | 0.33 | 0.01 | 2.43 | 1.73 | -7.70 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 1.00 | 4.00 | 3.00 | 4.00 | 1.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.13 | 0.13 | 0.00 | 0.12 | 0.14 | 0.20 | 0.14 | 0.16 | 0.16 | 0.21 |
| % Yield | 0.00 | 1.08 | 1.15 | 0.00 | 0.78 | 1.08 | 1.58 | 1.19 | 1.24 | 1.38 | 1.98 |
| Capital Gains ($) | 0.00 | 0.63 | 0.00 | 0.00 | 3.26 | 0.22 | 0.51 | 0.72 | 0.67 | 0.05 | 0.00 |
| Expense Ratio | 1.33 | 1.33 | 1.32 | 1.25 | 1.24 | 1.26 | 1.27 | 1.15 | 1.15 | 1.15 | 1.15 |
* 1 = Top 20%, 5 = Bottom 20%