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Nasdaq - Delayed Quote USD

MassMutual 60/40 Allocation R3 (MROTX)

8.27
+0.07
+(0.85%)
At close: 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.32%
5y Average Return 7.67%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 10, 2025) 23.31%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 23.31%
Worst 3Y Total Return 1.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MROTX
Category
YTD
0.12%
9.69%
1-Month
-2.39%
0.91%
3-Month
0.12%
5.21%
1-Year
4.59%
27.06%
3-Year
3.51%
11.00%
5-Year
9.72%
10.26%
10-Year
6.13%
8.34%
Last Bull Market
11.52%
15.58%
Last Bear Market
-11.78%
-12.16%

Annual Total Return (%) History

Year
MROTX
Category
2025
--
--
2024
8.96%
--
2023
13.84%
--
2022
-15.15%
--
2021
13.31%
--
2020
11.89%
11.72%
2019
23.31%
19.23%
2018
-7.92%
-5.76%

2017
18.00%
13.21%
2016
6.88%
7.34%
2015
-3.14%
-1.93%
2014
--
6.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.12% -- -- --
2024 4.31% 0.46% 6.28% -2.15%
2023 4.58% 3.25% -3.76% 9.54%
2022 -4.99% -11.78% -5.36% 6.97%
2021 3.30% 5.22% -0.37% 4.63%
2020 -15.97% 14.51% 5.38% 10.35%
2019 11.07% 3.61% 0.31% 6.83%
2018 -0.56% 1.03% 3.26% -11.24%
2017 4.97% 3.33% 4.29% 4.31%
2016 -0.22% 1.23% 4.52% 1.25%

2015 2.19% -0.19% -7.79% 3.00%
2014 -2.99% 1.29% -- --

Rank in Category (By Total Return)

YTD 36
1-Month 39
3-Month 36
1-Year 64
3-Year 73
5-Year 55

Load Adjusted Returns

1-Year 4.59%
3-Year 3.51%
5-Year 9.72%
10-Year 6.13%

Performance & Risk

YTD Return -4.32%
5y Average Return 7.67%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family MassMutual
Net Assets 150.47M
YTD Return 0.12%
Yield 2.30%
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 60% of its assets in equity and similar funds and approximately 40% in fixed income funds, including money market funds.

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