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Nasdaq - Delayed Quote USD

MassMutual 40/60 Allocation R5 (MROSX)

8.58
+0.04
+(0.47%)
At close: 8:04:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.40%
5y Average Return 5.62%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 10, 2025) 20.73%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 20.73%
Worst 3Y Total Return 0.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MROSX
Category
YTD
1.14%
5.91%
1-Month
-1.67%
0.61%
3-Month
1.14%
4.02%
1-Year
5.21%
18.59%
3-Year
3.02%
8.56%
5-Year
7.18%
7.44%
10-Year
5.16%
6.20%
Last Bull Market
10.37%
11.89%
Last Bear Market
-9.51%
-8.23%

Annual Total Return (%) History

Year
MROSX
Category
2025
--
--
2024
6.95%
--
2023
11.81%
--
2022
-14.39%
--
2021
8.54%
--
2020
11.26%
8.86%
2019
20.73%
14.81%
2018
-5.81%
-5.04%

2017
13.92%
9.86%
2016
6.35%
6.62%
2015
-2.06%
-2.32%
2014
4.01%
4.02%
2013
14.56%
7.23%
2012
12.48%
9.40%
2011
--
1.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.14% -- -- --
2024 2.81% 0.34% 6.13% -2.32%
2023 4.26% 2.04% -3.53% 8.95%
2022 -5.31% -9.51% -5.14% 5.33%
2021 1.40% 4.23% -0.19% 2.89%
2020 -11.58% 11.79% 4.47% 7.74%
2019 9.20% 3.68% 0.91% 5.67%
2018 -0.58% 0.68% 2.62% -8.31%
2017 3.96% 2.78% 3.31% 3.20%
2016 0.78% 1.66% 3.59% 0.22%

2015 2.04% -0.40% -5.50% 1.97%
2014 1.41% 3.44% -2.09% 1.26%
2013 4.88% -0.65% 5.22% 4.49%
2012 8.31% -2.62% 4.65% 1.91%
2011 -10.26% 6.45% -- --

Rank in Category (By Total Return)

YTD 39
1-Month 53
3-Month 39
1-Year 53
3-Year 48
5-Year 29

Load Adjusted Returns

1-Year 5.21%
3-Year 3.02%
5-Year 7.18%
10-Year 5.16%

Performance & Risk

YTD Return -2.40%
5y Average Return 5.62%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family MassMutual
Net Assets 175M
YTD Return 1.14%
Yield 3.32%
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 40% of its assets in equity and similar funds and approximately 60% in fixed income funds, including money market funds.

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