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Nasdaq - Delayed Quote USD

MassMutual 60/40 Allocation Svc (MROYX)

8.40
+0.08
+(0.96%)
At close: 8:04:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.26%
5y Average Return 8.22%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 10, 2025) 23.98%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 23.98%
Worst 3Y Total Return 2.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MROYX
Category
YTD
0.23%
9.69%
1-Month
-2.35%
0.91%
3-Month
0.23%
5.21%
1-Year
5.01%
27.06%
3-Year
4.03%
11.00%
5-Year
10.28%
10.26%
10-Year
6.67%
8.34%
Last Bull Market
11.83%
15.58%
Last Bear Market
-11.63%
-12.16%

Annual Total Return (%) History

Year
MROYX
Category
2025
--
--
2024
9.47%
--
2023
14.48%
--
2022
-14.78%
--
2021
13.96%
--
2020
12.44%
11.72%
2019
23.98%
19.23%
2018
-7.49%
-5.76%

2017
18.62%
13.21%
2016
7.33%
7.34%
2015
-2.62%
-1.93%
2014
3.49%
6.21%
2013
21.93%
16.48%
2012
15.17%
11.72%
2011
--
-0.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.23% -- -- --
2024 4.49% 0.45% 6.52% -2.09%
2023 4.79% 3.33% -3.70% 9.79%
2022 -4.94% -11.63% -5.29% 7.10%
2021 3.46% 5.35% -0.18% 4.75%
2020 -15.90% 14.72% 5.53% 10.44%
2019 11.20% 3.78% 0.40% 7.00%
2018 -0.46% 1.21% 3.40% -11.19%
2017 5.15% 3.50% 4.35% 4.45%
2016 -0.11% 1.33% 4.60% 1.37%

2015 2.30% 0.00% -7.68% 3.12%
2014 1.24% 3.84% -2.90% 1.38%
2013 6.68% 0.27% 7.07% 6.47%
2012 11.11% -4.23% 5.55% 2.54%
2011 -15.17% 8.73% -- --

Rank in Category (By Total Return)

YTD 33
1-Month 37
3-Month 33
1-Year 54
3-Year 58
5-Year 42

Load Adjusted Returns

1-Year 5.01%
3-Year 4.03%
5-Year 10.28%
10-Year 6.67%

Performance & Risk

YTD Return -4.26%
5y Average Return 8.22%
Rank in Category (ytd) 33
% 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 0.23%
Yield 2.74%
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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