Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

MassMutual 60/40 Allocation R3 (MROTX)

8.27
+0.07
+(0.85%)
At close: 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 60% of its assets in equity and similar funds and approximately 40% in fixed income funds, including money market funds.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 23.31%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

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

Risk Statistics

3 Years 5 Years 10 Years
MROTXCategory AverageMROTXCategory AverageMROTXCategory Average
Alpha -0.34 -0.01 0.76 -0.01 -0.35 -0
BETA 1 0.01 1.02 0.01 1.12 0.01
Mean Annual Return 0.35 0.01 0.83 0.01 0.55 0.01
R-squared 98.78 0.93 98.59 0.92 96.04 0.92
Standard Deviation 12.6 0.13 11.85 0.1 11.56 0.09
Sharpe Ratio -0.02 0.01 0.61 0.01 0.4 0.01
Treynor Ratio -1.1 0.09 6.81 0.09 3.7 0.07

Related Tickers