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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

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 23.71%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

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

Risk Statistics

3 Years 5 Years 10 Years
MROZXCategory AverageMROZXCategory AverageMROZXCategory Average
Alpha -0.1 -0.01 1.01 -0.01 -0.11 -0
BETA 1 0.01 1.02 0.01 1.13 0.01
Mean Annual Return 0.37 0.01 0.86 0.01 0.58 0.01
R-squared 98.66 0.93 98.53 0.92 95.98 0.92
Standard Deviation 12.64 0.13 11.9 0.1 11.63 0.09
Sharpe Ratio 0 0.01 0.63 0.01 0.42 0.01
Treynor Ratio -0.86 0.09 7.07 0.09 3.92 0.07

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