2 / 5 Stars
5 5 3 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#16 in Target Date 2011-2015
U.S. News evaluated 43 Target Date 2011-2015 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 14.05 percent over the past year, and 8.89 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||11.5%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 plans to withdraw the value of the investor's account gradually after an assumed retirement date around 2015. Its assets are allocated among underlying funds that becomes increasingly conservative until it reaches approximately 50% in equity and similar funds and 50% in fixed income funds, including money market funds, in 2015, and 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 2015 Fund has an expense ratio of 0.50 percent.
Risk is High compared to funds in the same category according to Morningstar.