2 / 5 Stars
4 4 5 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#21 in Retirement Income
U.S. News evaluated 60 Retirement Income Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 6.16 percent over the past year, 5.67 percent over the past three years, 11.03 percent over the past five years, and 4.53 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.4%|
|3 Years (Annualized)||5.7%|
|5 Years (Annualized)||11.0%|
|10 Years (Annualized)||4.5%|
The investment seeks to achieve high current income and the secondary objective is capital appreciation. The fund invests in a combination of domestic and international mutual funds sponsored by MassMutual or its affiliates ("underlying funds"). Its assets are allocated among underlying funds according to a target asset allocation strategy that emphasizes fixed income and money market funds, but also includes a smaller allocation to equity and certain other funds. The fund is designed for use as part of an overall investment strategy by an investor who is already in retirement.
Fees are Above Average compared to funds in the same category.
MassMutual RetireSMART In Retirement Fund has an expense ratio of 0.58 percent.
Risk is Average compared to funds in the same category according to Morningstar.