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MBLDX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
104.93M

MBLDX Price Prediction, MassMutual Balanced R5 AI Recommendations

Mutual Fund market charts, price targets, analyst ratings and a financial calendar

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks a high total return. Under normal market conditions, the subadviser, Invesco Advisers, Inc., and sub-subadviser, Invesco Capital Management LLC, expect that 55%-75% of the fund’s net assets will be invested in U.S. equity securities (the “U.S. Equity Segment”) and 25%-45% of the fund’s net assets will be invested in fixed income securities (the “Bond Segment”) that meet certain environmental, social, and governance (“ESG”) criteria. The advisor will target a long term strategic allocation of 65% to the U.S. Equity Segment and 35% to the Bond Segment.

Market Cap

The average market capitalization across the MassMutual Balanced R5 MF is 844.13B. The market cap for tickers in the group ranges from 486.97B to 3.06T. MSFT holds the highest valuation in this group at 3.06T. The lowest valued company is UNH at 486.97B.

Volume

The average weekly volume growth across all stocks in the MassMutual Balanced R5 MF was 22%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 26%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 61
P/E Growth Rating: 41
Price Growth Rating: 30
SMR Rating: 34
Profit Risk Rating: 29
Seasonality Score: -61 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Massmutual Premier Funds1295 State StreetSpringfield
Phone
N/A
Web
www.massmutual.com
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MBLDX and

Correlation & Price change

A.I.dvisor indicates that over the last year, MBLDX has been closely correlated with RLBEX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if MBLDX jumps, then RLBEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MBLDX
1D Price
Change %
MBLDX100%
N/A
RLBEX - MBLDX
98%
Closely correlated
+1.14%
RLBCX - MBLDX
98%
Closely correlated
+1.14%
RLBAX - MBLDX
98%
Closely correlated
+1.15%
RLBFX - MBLDX
97%
Closely correlated
+1.13%
RLBBX - MBLDX
97%
Closely correlated
+1.14%
More