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Nasdaq - Delayed Quote USD
MassMutual 80/20 Allocation Svc (MRGYX)
9.12
-0.43
(-4.50%)
At close: April 4 at 8:01:40 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.90% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -7.32% |
| 5y Average Return | 11.69% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MRGYX | Category Average | MRGYX | Category Average | MRGYX | Category Average | |
| Alpha | 1.52 | -0.02 | 2.47 | -0.02 | 0.52 | -0.01 |
| BETA | 1.13 | 0.01 | 1.17 | 0.01 | 1.3 | 0.01 |
| Mean Annual Return | 0.51 | 0.01 | 1.06 | 0.01 | 0.69 | 0.01 |
| R-squared | 97.25 | 0.94 | 97.46 | 0.93 | 95.04 | 0.93 |
| Standard Deviation | 14.41 | 0.16 | 13.69 | 0.13 | 13.39 | 0.12 |
| Sharpe Ratio | 0.11 | 0.01 | 0.72 | 0.01 | 0.47 | 0.01 |
| Treynor Ratio | 0.52 | 0.08 | 8.23 | 0.08 | 4.37 | 0.06 |
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