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Nasdaq - Delayed Quote USD

MassMutual 60/40 Allocation R4 (MROZX)

8.31
+0.07
+(0.85%)
At close: 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.19%
5y Average Return 7.96%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 10, 2025) 23.71%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 23.71%
Worst 3Y Total Return 1.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MROZX
Category
YTD
0.23%
9.69%
1-Month
-2.38%
0.91%
3-Month
0.23%
5.21%
1-Year
4.74%
27.06%
3-Year
3.75%
11.00%
5-Year
10.01%
10.26%
10-Year
6.41%
8.34%
Last Bull Market
11.70%
15.58%
Last Bear Market
-11.82%
-12.16%

Annual Total Return (%) History

Year
MROZX
Category
2025
--
--
2024
9.10%
--
2023
14.32%
--
2022
-15.02%
--
2021
13.63%
--
2020
12.17%
11.72%
2019
23.71%
19.23%
2018
-7.76%
-5.76%

2017
18.28%
13.21%
2016
7.14%
7.34%
2015
-2.89%
-1.93%
2014
--
6.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.23% -- -- --
2024 4.40% 0.34% 6.48% -2.20%
2023 4.83% 3.24% -3.74% 9.73%
2022 -4.88% -11.82% -5.22% 6.89%
2021 3.38% 5.29% -0.27% 4.68%
2020 -15.95% 14.74% 5.36% 10.39%
2019 11.18% 3.70% 0.41% 6.87%
2018 -0.56% 1.13% 3.34% -11.24%
2017 4.97% 3.52% 4.28% 4.38%
2016 -0.22% 1.34% 4.51% 1.40%

2015 2.19% -0.10% -7.78% 3.15%
2014 -2.99% 1.39% -- --

Rank in Category (By Total Return)

YTD 33
1-Month 38
3-Month 33
1-Year 61
3-Year 66
5-Year 49

Load Adjusted Returns

1-Year 4.74%
3-Year 3.75%
5-Year 10.01%
10-Year 6.41%

Performance & Risk

YTD Return -4.19%
5y Average Return 7.96%
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 2.56%
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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