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Nasdaq - Delayed Quote USD
MassMutual 60/40 Allocation I (MROUX)
8.22
-0.29
(-3.41%)
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 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 | 24.27% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -4.64% |
| 5y Average Return | 10.04% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MROUX | Category Average | MROUX | Category Average | MROUX | Category Average | |
| Alpha | 0.33 | -0.01 | 1.46 | -0.01 | 0.34 | -0 |
| BETA | 1 | 0.01 | 1.02 | 0.01 | 1.13 | 0.01 |
| Mean Annual Return | 0.41 | 0.01 | 0.89 | 0.01 | 0.61 | 0.01 |
| R-squared | 98.64 | 0.93 | 98.56 | 0.92 | 95.95 | 0.92 |
| Standard Deviation | 12.62 | 0.13 | 11.88 | 0.1 | 11.59 | 0.09 |
| Sharpe Ratio | 0.03 | 0.01 | 0.67 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | -0.41 | 0.09 | 7.55 | 0.09 | 4.35 | 0.07 |
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