MBLDX MassMutual Balanced R5 Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the MassMutual Balanced R5 MF is 1.84T. The market cap for tickers in the group ranges from 451.47B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is UNH at 451.47B.

The average weekly volume growth across all stocks in the MassMutual Balanced R5 MF was 40%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -20%