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MMBRX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$12.02
Change
+$0.02 (+0.17%)
Net Assets
62.17M

MMBRX MassMutual Balanced R3 Forecast, Technical & Fundamental Analysis

The investment seeks a high total return... Show more

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A.I.Advisor
published Highlights

Notable companies

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).

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 R3 MF is 2.33T. The market cap for tickers in the group ranges from 273.78B to 4.39T. NVDA holds the highest valuation in this group at 4.39T. The lowest valued company is UNH at 273.78B.

Volume

The average weekly volume growth across all stocks in the MassMutual Balanced R3 MF was 65%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 100
Price Growth Rating: 37
SMR Rating: 100
Profit Risk Rating: 29
Seasonality Score: -70 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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

Correlation & Price change

A.I.dvisor indicates that over the last year, MMBRX has been closely correlated with RAMHX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if MMBRX jumps, then RAMHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MMBRX
1D Price
Change %
MMBRX100%
N/A
RAMHX - MMBRX
77%
Closely correlated
+0.35%
RLEFX - MMBRX
76%
Closely correlated
+0.37%
FBAFX - MMBRX
76%
Closely correlated
+0.37%
FBONX - MMBRX
76%
Closely correlated
+0.37%
RLBGX - MMBRX
76%
Closely correlated
+0.37%
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