MassMutual 60/40 Allocation Fund (MOGAX)
The fund is a "fund of funds" and 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.
Fund Info
US57630A4444
Jun 19, 2011
$0
Large-Cap
Blend
Expense Ratio
MOGAX has an expense ratio of 0.61%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
MassMutual 60/40 Allocation Fund (MOGAX) returned 2.96% year-to-date (YTD) and 8.87% over the past 12 months. Over the past 10 years, MOGAX returned 6.48% annually, underperforming the S&P 500 benchmark at 10.84%.
MOGAX
2.96%
2.96%
0.12%
8.87%
6.45%
8.00%
6.48%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of MOGAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.28% | 0.33% | -2.33% | -0.11% | 2.84% | 2.96% | |||||||
| 2024 | 0.00% | 1.87% | 2.29% | -3.47% | 3.14% | 0.90% | 2.46% | 2.18% | 1.60% | -2.20% | 3.22% | -3.16% | 8.83% |
| 2023 | 5.39% | -2.68% | 2.13% | 0.98% | -1.34% | 3.57% | 2.14% | -1.98% | -3.80% | -2.34% | 7.32% | 4.71% | 14.26% |
| 2022 | -3.43% | -1.93% | 0.31% | -6.09% | 0.33% | -6.35% | 5.61% | -3.10% | -7.43% | 4.32% | 5.44% | -2.92% | -15.20% |
| 2021 | -0.79% | 2.08% | 2.04% | 3.52% | 1.01% | 0.73% | 1.08% | 1.43% | -2.82% | 3.44% | -1.66% | 3.11% | 13.74% |
| 2020 | 0.53% | -4.96% | -12.00% | 7.57% | 4.11% | 2.37% | 3.85% | 3.60% | -2.05% | -1.25% | 8.36% | 3.06% | 12.03% |
| 2019 | 7.32% | 2.73% | 1.34% | 3.41% | -4.66% | 5.42% | 0.40% | -1.61% | 1.63% | 1.91% | 2.76% | 2.04% | 24.58% |
| 2018 | 4.53% | -3.71% | -1.10% | 0.37% | 1.02% | -0.36% | 2.39% | 1.08% | -0.18% | -6.85% | 1.91% | -6.73% | -8.02% |
| 2017 | 2.10% | 2.05% | 0.80% | 1.30% | 1.48% | 0.58% | 2.12% | 0.19% | 1.89% | 1.67% | 1.55% | 1.09% | 18.15% |
| 2016 | -5.30% | -0.93% | 6.35% | 1.11% | 0.76% | -0.65% | 3.50% | 0.53% | 0.42% | -1.99% | 1.71% | 1.67% | 6.94% |
| 2015 | -1.19% | 4.32% | -0.87% | 0.97% | 0.58% | -1.63% | 0.49% | -5.51% | -2.88% | 5.82% | -0.31% | -2.27% | -2.95% |
| 2014 | -3.00% | 4.36% | -0.09% | 0.18% | 1.65% | 1.88% | -2.18% | 2.49% | -3.23% | 1.79% | 1.14% | -1.53% | 3.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MOGAX is 65, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MassMutual 60/40 Allocation Fund (MOGAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
MassMutual 60/40 Allocation Fund provided a 6.05% dividend yield over the last twelve months, with an annual payout of $0.55 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.55 | $0.55 | $0.34 | $0.87 | $1.34 | $0.37 | $1.29 | $1.33 | $0.45 | $0.15 | $0.70 | $1.66 |
Dividend yield | 6.05% | 6.23% | 3.93% | 11.13% | 13.14% | 3.64% | 13.70% | 15.46% | 4.16% | 1.56% | 7.75% | 16.46% |
Monthly Dividends
The table displays the monthly dividend distributions for MassMutual 60/40 Allocation Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.55 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.87 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.34 | $1.34 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2019 | $0.00 | $0.02 | $0.03 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $1.29 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 | $1.33 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.00 | $0.32 | $0.70 |
| 2014 | $0.38 | $0.00 | $0.00 | $1.28 | $1.66 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MassMutual 60/40 Allocation Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MassMutual 60/40 Allocation Fund was 25.70%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current MassMutual 60/40 Allocation Fund drawdown is 0.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.7% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -21.04% | Jan 5, 2022 | 196 | Oct 14, 2022 | 352 | Mar 12, 2024 | 548 |
| -19.37% | Jul 8, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
| -17.67% | Sep 3, 2014 | 364 | Feb 11, 2016 | 227 | Jan 5, 2017 | 591 |
| -16.86% | Jan 29, 2018 | 229 | Dec 24, 2018 | 85 | Apr 29, 2019 | 314 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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