MassMutual RetireSMART 2025 Fund

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

U.S. News evaluated 49 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 17.17 percent over the past year, and 9.28 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 17.2%
3 Years (Annualized) 9.3%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve as high a total 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 using an asset allocation strategy designed for investors expecting to retire around the year 2025. 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 0.15 percent.

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Risk

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

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