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MassMutual RetireSMART 2040 A (MRFAX)

12.95 Down 0.10(0.77%) Sep 22
Prev Close:12.95
YTD Return*:5.11%
Net Assets*:309.06M
Yield*:0.47%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MRFAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MassMutual Select Overseas I7.75N/A
MM MSCI EAFE® International Index I7.29N/A
MassMutual Premier Disciplined Value I5.89N/A
MassMutual Premier Disciplined Gr I5.85N/A
MassMutual Select Diversified Value I4.41N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:309.06M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.68%

Performance & Risk

YTD Return:5.11%
5y Avg Return:12.47%
Rank in Category (ytd):93
% Rank in Category (ytd):39.91%
Beta (3y):1.53
Morningstar Risk Rating:4

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 a "fund of 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 2040, and approximately 35% in equity and similar funds and 65% in fixed income funds. View More
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