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Massmutual Premier Balanced Fund Administrative Class: (MF: MMBLX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$12.90 USD
+0.11 (0.86%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.62 | 84 |
| 3 months | 6.38 | 63 |
| 6 months | 2.92 | 80 |
| 1 Year | 7.90 | 64 |
| 3 Year | 8.44 | 61 |
| 5 Year | 8.17 | 50 |
| 10 Year | 6.60 | 63 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 60.36 |
| Bear Market (10/07 - 2/09) | -33.88 |
| Bull Market (2/09 - 3/21) | 325.92 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 9.31 |
| 5 Year | 8.91 |
| 10 Year | 6.69 |
| Since Inception | 5.81 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.99 | 5.34 | NA | NA |
| 2024 | 6.37 | 1.99 | 5.87 | -1.01 |
| 2023 | 3.93 | 3.12 | -3.76 | 9.41 |
| 2022 | -5.57 | -10.21 | -5.78 | 5.72 |
| 2021 | 5.56 | 5.04 | 0.20 | 7.71 |
| 2020 | -14.74 | 14.57 | 5.51 | 7.33 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.62 | 13.71 | 12.86 | -15.54 | 19.69 | 10.62 | 19.39 | -5.38 | 15.87 | 8.45 | -9.70 |
| % Total Return Rel to Index | -3.95 | -11.30 | -13.38 | 2.66 | -8.99 | -7.78 | -12.10 | -0.99 | -5.92 | -3.48 | -11.09 |
| % Total Return Rel to Peer | -1.84 | 2.08 | -1.09 | -1.78 | 6.50 | -0.65 | 0.62 | 0.18 | 2.72 | 2.10 | -7.37 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 1.00 | 4.00 | 3.00 | 3.00 | 1.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.12 | 0.17 | 0.00 | 0.17 | 0.17 | 0.23 | 0.17 | 0.19 | 0.19 | 0.25 |
| % Yield | 0.00 | 0.93 | 0.99 | 0.00 | 1.10 | 1.28 | 1.76 | 1.45 | 1.42 | 1.62 | 2.27 |
| Capital Gains ($) | 0.00 | 0.63 | 0.00 | 0.00 | 3.25 | 0.22 | 0.51 | 0.72 | 0.67 | 0.05 | 0.00 |
| Expense Ratio | 1.13 | 1.11 | 1.07 | 1.00 | 0.99 | 1.01 | 1.02 | 0.90 | 0.90 | 0.90 | 0.90 |
* 1 = Top 20%, 5 = Bottom 20%