MROTX Mutual Fund

MROTX Mutual Fund

NAV$9.16
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Fund Essentials

Net Assets
$10M
Expense Ratio
1.33%
Dividend Yield (Current)
2.20%
Holdings
23
Inception Date
Apr 1, 2014
Fund Family
MassMutual Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.55%
1 Year+7.83%
3 Year+9.19%
5 Year+6.44%
10 Year+7.33%

Asset Allocation

Other: 100.00%
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Dividend Summary

View Details →
Dividend Yield (Current)
2.20%
Frequency
Annually
Latest Distribution
$0.36
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MROTX Mutual Fund Overview

MROTX Mutual Fund (MassMutual 60/40 Allocation Fund Class R3) is managed by MassMutual Funds with $10.0M in net assets. MROTX expense ratio is 1.33%, holding 23 positions across various sectors. Inception date: 2014-04-01.

MROTX performance shows a YTD return of 8.55%. The 1-year return is 7.83% and the 5-year return is 6.44%. MROTX dividend yield stands at 2.20%, paid annually.

MROTX top holdings include a diversified portfolio. Go to all MROTX holdings, MROTX sectors, or MROTX dividends.

MROTX can be compared against other funds. Use MROTX overlap to find shared positions, or MROTX vs another fund for a side-by-side view. MROTX alternatives are available via the screener, along with tax-loss harvesting opportunities.