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Nasdaq - Delayed Quote USD

MassMutual 80/20 Allocation R3 (MRGVX)

8.87
-0.42
(-4.52%)
At close: April 4 at 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.41%
5y Average Return 11.13%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 4, 2025) 26.38%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 26.38%
Worst 3Y Total Return 3.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRGVX
Category
YTD
-0.63%
11.35%
1-Month
-3.05%
0.99%
3-Month
-0.63%
5.92%
1-Year
4.43%
32.83%
3-Year
4.68%
11.75%
5-Year
11.84%
11.53%
10-Year
7.09%
8.98%
Last Bull Market
13.17%
17.67%
Last Bear Market
-13.40%
-15.71%

Annual Total Return (%) History

Year
MRGVX
Category
2025
--
--
2024
11.41%
--
2023
17.06%
--
2022
-16.15%
--
2021
15.45%
--
2020
13.30%
13.51%
2019
26.38%
21.35%
2018
-9.10%
-7.93%

2017
20.33%
15.80%
2016
6.73%
7.93%
2015
-3.20%
-2.77%
2014
--
5.71%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.63% -- -- --
2024 6.02% 0.61% 6.55% -1.97%
2023 5.58% 4.48% -3.85% 10.37%
2022 -5.27% -13.40% -5.66% 8.34%
2021 4.34% 5.92% -0.83% 5.34%
2020 -18.78% 16.73% 6.22% 12.51%
2019 12.42% 3.88% 0.00% 8.22%
2018 -0.61% 1.31% 3.78% -13.01%
2017 5.60% 3.79% 4.65% 4.91%
2016 -0.84% 0.96% 4.95% 1.59%

2015 2.32% 0.00% -8.87% 3.81%
2014 -3.26% 1.57% -- --

Rank in Category (By Total Return)

YTD 39
1-Month 40
3-Month 39
1-Year 58
3-Year 59
5-Year 47

Load Adjusted Returns

1-Year 4.43%
3-Year 4.68%
5-Year 11.84%
10-Year 7.09%

Performance & Risk

YTD Return -7.41%
5y Average Return 11.13%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family MassMutual
Net Assets 117.31M
YTD Return -0.63%
Yield 2.03%
Morningstar Rating
Inception Date Feb 01, 2023

Fund Summary

The fund is a "fund of funds" that seeks to achieve its investment objective by investing in a combination of U.S. domestic and international mutual funds ("underlying funds") using an asset allocation strategy. It typically invests approximately 80% of its assets in equity and similar funds and approximately 20% in fixed income funds, including money market funds.

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