MRMAX

About MRMAX

MassMutual Select 40/60 Allocation Fund Class A is a multi-asset mutual fund designed to balance income generation with moderate capital appreciation through a diversified, fund‑of‑funds approach. The strategy targets an approximate **40% allocation to equities** and **60% to fixed income and cash equivalents**, positioning it in the moderately conservative allocation category aimed at preserving capital while participating in market growth. The portfolio primarily invests in underlying MassMutual and third‑party mutual funds, with a significant share in core, total return, and short‑duration bond strategies, complemented by large‑cap U.S. equity, diversified value, and international developed markets exposures. Concentration in top underlying holdings reflects a deliberate use of building‑block funds to manage duration, credit quality, and equity style tilts across cycles. The fund’s role in the market is to provide a single‑ticket solution for investors seeking a professionally managed mix of fixed income and equities, delivering broad diversification, systematic rebalancing, and a risk profile aligned with conservative to balanced objectives within multi‑asset allocation frameworks.