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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

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 23.98%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

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

Risk Statistics

3 Years 5 Years 10 Years
MROYXCategory AverageMROYXCategory AverageMROYXCategory Average
Alpha 0.17 -0.01 1.27 -0.01 0.14 -0
BETA 1 0.01 1.02 0.01 1.13 0.01
Mean Annual Return 0.4 0.01 0.88 0.01 0.6 0.01
R-squared 98.74 0.93 98.59 0.92 95.99 0.92
Standard Deviation 12.6 0.13 11.88 0.1 11.59 0.09
Sharpe Ratio 0.02 0.01 0.65 0.01 0.45 0.01
Treynor Ratio -0.58 0.09 7.35 0.09 4.16 0.07

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