4 / 5 Stars
4 4 4 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 42 Target Date 2000-2010 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 9.34 percent over the past year, 6.95 percent over the past three years, 14.36 percent over the past five years, and 5.09 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.5%|
|3 Years (Annualized)||7.0%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||5.1%|
The investment seeks to achieve as high a total rate of return on an annual basis as is considered consistent with prudent investment risk and the preservation of capital. The fund is designed for an investor who has already reached retirement age (with an assumed retirement around 2010). Its assets are allocated among underlying funds according to an asset allocation strategy that becomes increasingly conservative (currently approximately 50% in equity and similar funds and 50% in fixed income funds, including money market funds), until reaching approximately 35% in equity and similar funds and 65% in fixed income funds, including money market funds.
Fees are Low compared to funds in the same category.
MassMutual RetireSMART 2010 Fund has an expense ratio of 0.16 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.