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MassMutual RetireSMART 2010 R5 (MRXTX)

11.41 Down 0.02(0.17%) Apr 29

Profile as of Mar 30, 2016Get Profile for:
MassMutual RetireSMART 2010 R5
Massmutual Select Funds1295 State StSpringfield MA 01111
Map
Phone: 888-309-3539
Fund Overview 
Category:Target Date 2000-2010
Fund Family:MassMutual
Net Assets:86.38M
Year-to-Date Return:1.43%
Yield:3.06%
Morningstar Rating:2 stars
Fund Inception Date:Apr 1, 2014
Morningstar Style Box 
Target Date 2000-2010
[View Category Definition]
View Top Target Date 2000-2010 Funds
About the Morningstar Style Box
Management Information 
Frederick(Rick) Schulitz
Lead Manager since Dec 1, 2006
Mr. Schulitz, an Investment Director and portfolio manager, joined MML Advisers in 2014. Mr. Schulitz is also an Investment Director for the Retirement Services Investment Services Division of MassMutual, which he joined in 2006. Prior to joining MassMutual, Mr. Schulitz held Director positions at Prudential Retirement and ING.
Investment Information 
Min Initial Investment:0
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
MRXTX can be purchased from 2 brokerages.

Fund 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 the fund's current asset allocation. The fund is designed for an investor who has already reached retirement age and who plans to withdraw the value of his or her account at a modest, regular pace over time during retirement. Its assets are allocated among underlying funds according to an asset allocation strategy that becomes increasingly conservative, until reaching approximately 35% in equity and similar funds and 65% in fixed income funds, including money market funds, in or about 2025.

Fund Operations 
Last Dividend (Aug 30, 2015) : 0.35
Last Cap Gain : 0.00
Annual Holdings Turnover (Apr 27, 2016) : N/A
Average for Category:26.14%
Fees & Expenses 
ExpenseMRXTXCategory Avg
Annual Report Expense Ratio (net):0.14%0.40%
Prospectus Net Expense Ratio:0.71%N/A
Prospectus Gross Expense Ratio:0.90%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.04%
Max Deferred Sales Load: N/A2.45%
3 Yr Expense Projection*:268619
5 Yr Expense Projection*:480999
10 Yr Expense Projection*:1,0901,731
* Per $10,000 invested