About MRGLX
MassMutual 80/20 Allocation Admin Fund is an open-end mutual fund designed to balance growth potential with risk moderation through a diversified asset mix. This fund adopts a moderately aggressive allocation strategy, typically investing about 80% of its assets in equity and related funds and around 20% in fixed income instruments, including money market funds. Its equity holdings span across U.S. large cap, mid cap, small cap, real estate, and international sectors, with notable exposure to major funds like S&P 500 Index, Vanguard Mid-Cap, and various MassMutual-managed equity vehicles. Established in 2011, the fund seeks to deliver both capital appreciation and some income, making it suitable for investors seeking a blend of growth and relative stability through multi-asset diversification. The fund holds a significant portion of its assets in its top ten holdings, reflecting a focused approach to selection within its asset allocation mandate. Managed actively, MassMutual 80/20 Allocation Admin Fund plays a distinct role within the allocation fund universe by prioritizing equity-driven growth while retaining a moderate fixed income cushion to help manage volatility.
Fund Family MassMutual Select
Category Allocation--70% to 85% Equity
Stock Exchange NASDAQ
Ticker Symbol MRGLX
Share Class Administrative Class
Index S&P 500 TR
MRGLX had a total return of 9.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.21%.
