MassMutual RetireSMART 2020 Fund

Scorecard
4 / 5 Stars
Lipper
5 5 2 3 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 52 Target Date 2016-2020 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all MassMutual funds

See full Target Date 2016-2020 rankings

See more fund rankings

Performance

The fund has returned 14.75 percent over the past year, 8.52 percent over the past three years, 18.01 percent over the past five years, and 5.50 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 14.7%
3 Years (Annualized) 8.5%
5 Years (Annualized) 18.0%
10 Years (Annualized) 5.5%

See more MRTLX performance

Summary

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 invests in a combination of domestic and international mutual funds sponsored by MassMutual or its affiliates ("underlying funds"). It allocates its assets among underlying funds according to an asset allocation strategy 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 2020, and approximately 35% in equity and similar funds and 65% in fixed income funds.

Fees

Fees are Low compared to funds in the same category.
MassMutual RetireSMART 2020 Fund has an expense ratio of 0.31 percent.

See more MRTLX fees

Risk

Risk is High compared to funds in the same category according to Morningstar.

See more MRTLX risk