MassMutual RetireSMART 2025 Fund

Scorecard
4 / 5 Stars
Lipper
5 5 2 3 1
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 47 Target Date 2021-2025 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.72 percent over the past year, and 10.32 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 5.0%
1 Year 18.7%
3 Years (Annualized) 10.3%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve as high a total return over time as is considered consistent with prudent investment risk, preservation of capital and recognition of its current asset allocation. The fund is a "fund of funds". It allocates its assets among underlying funds until it reaches approximately 50% in equity and similar funds and 50% in fixed income funds, including money market funds, in 2025, and approximately 35% in equity and similar funds and 65% in fixed income funds.

Fees

Fees are Average compared to funds in the same category.
MassMutual RetireSMART 2025 Fund has an expense ratio of 0.20 percent.

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Risk

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

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