MROTX Mutual Fund
NAV$9.16
AUM$10M
TER1.33%
Holdings23
MROTX Mutual Fund
NAV$9.16
MassMutual 60/40 Allocation Fund Class R3
AUM$10M
TER1.33%
Holdings23
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. View all MROTX holdings, sector breakdown, or dividend history.
MROTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MROTX alternatives are available via the screener, along with tax-loss harvesting opportunities.