MassMutual 60/40 Allocation Fund (MOGAX) Alternatives
MassMutual 60/40 Allocation Fund (MOGAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MOGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MOGAX
MOGAX charges 0.61% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MOGAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MOGAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MOGAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MOGAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MOGAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | MOGAX vs FYMIX |
Best Risk-Adjusted Alternatives to MOGAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | MOGAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MOGAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MOGAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MOGAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MOGAX vs PMAIX |
Top Performing MOGAX Alternatives (YTD)
MOGAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | MOGAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MOGAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MOGAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MOGAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MOGAX vs CONWX |
Lowest Volatility Alternatives to MOGAX
MOGAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | MOGAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MOGAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MOGAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MOGAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MOGAX vs SICIX |
Lowest Drawdown Alternatives to MOGAX
MOGAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | MOGAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MOGAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MOGAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MOGAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MOGAX vs SICIX |
Other Mutual Funds from MassMutual
Most popular MassMutual mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MM S&P 500 Index Fund | S&P 500 | 42 | -7.16% | Feb 27, 1998 | MOGAX vs MIEYX | |
| MassMutual Diversified Value Fund | Large Cap Value Equities | 54 | 1.32% | Oct 15, 2004 | MOGAX vs MDDAX | |
| MassMutual Blue Chip Growth Fund | Large Cap Growth Equities | 16 | -14.78% | May 31, 2001 | MOGAX vs MBCSX | |
| MassMutual Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | -6.22% | May 31, 2000 | MOGAX vs MEFAX | |
| MassMutual High Yield Fund | High Yield Bonds | 87 | -1.25% | Sep 5, 2000 | MOGAX vs DLHYX | |
| MassMutual Short Duration Bond Fund | Short-Term Bond | 97 | -0.18% | Sep 30, 1994 | MOGAX vs MSTDX | |
| MassMutual Core Bond Fund | Intermediate Core Bond | 62 | -0.81% | Sep 30, 1994 | MOGAX vs MCBDX | |
| MassMutual Small Cap Opportunities Fund | Small Cap Blend Equities | 17 | -4.32% | Jul 17, 1998 | MOGAX vs DLBMX | |
| MassMutual Global Fund | Global Equities | 9 | -13.50% | Dec 30, 2004 | MOGAX vs MGFAX | |
| MassMutual Overseas Fund | Foreign Large Cap Equities | 17 | -7.37% | Apr 30, 2001 | MOGAX vs MOSAX |
Often Compared With MOGAX
What investors most often compare with MOGAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Permanent Portfolio Permanent Portfolio | Diversified Portfolio | 91 | 2.72% | Nov 30, 1982 | MOGAX vs PRPFX | |
| Columbia Adaptive Risk Allocation Fund | Tactical Allocation | 84 | 0.94% | Jun 18, 2012 | MOGAX vs CRAZX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | MOGAX vs VOO | |
| WisdomTree Equity Premium Income Fund | Derivative Income, S&P 500 | 72 | -1.66% | Feb 24, 2016 | MOGAX vs PUTW | |
| Vanguard S&P 500 UCITS ETF (USD) Accumulating | S&P 500 | 55 | -4.58% | May 14, 2019 | MOGAX vs VUAG.L | |
| AQR Multi-Asset Fund | Tactical Allocation | 66 | 0.25% | Sep 29, 2010 | MOGAX vs AQRIX | |
| MassMutual Small Cap Growth Equity Fund | Small Cap Growth Equities | 47 | -1.89% | May 3, 1999 | MOGAX vs MMGEX | |
| MassMutual Diversified Bond Fund | Intermediate Core-Plus Bond | 80 | -0.45% | May 3, 1999 | MOGAX vs MDVAX |
Compare MOGAX with Any Fund or Stock
Compare MOGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.