MRGUX

About MRGUX

The MassMutual 80/20 Allocation Fund Class I is a diversified mutual fund designed to provide investors with broad market exposure through a balanced allocation of assets. As a fund of funds, it strategically allocates approximately 80% of its portfolio to equities—primarily domestic stocks, with a significant portion also invested in foreign issues to enhance geographic diversification—and around 20% to fixed-income securities. This blend seeks to capture growth potential from equities while tempering volatility with bonds and other defensive holdings. The fund is tailored for investors pursuing a long-term investment horizon who seek a combination of capital appreciation and moderate income. Key characteristics include a net expense ratio of 0.57%, a competitive dividend yield of 2.61%, and a turnover ratio of 39%, reflecting its actively managed approach to asset rebalancing. By combining both domestic and international holdings, the MassMutual 80/20 Allocation Fund Class I plays an important role in portfolio construction for those aiming to balance growth opportunities with risk management through multi-asset diversification.