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MassMutual RetireSMART by JPMorgan 2035 Fund (MMXZX)

10.71 +0.07 (+0.66%)
At close: April 26 at 8:01 PM EDT
Key Events
Loading Chart for MMXZX
DELL
  • Previous Close 10.64
  • YTD Return 4.86%
  • Expense Ratio 0.84%
  • Category Target-Date 2035
  • Last Cap Gain -14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 165.19M
  • Beta (5Y Monthly) 1.11
  • Yield 1.87%
  • 5y Average Return --
  • Holdings Turnover 37.00%
  • Last Dividend 0.21
  • Inception Date Apr 1, 2010

The fund is a “fund of funds” that seeks to achieve its investment objective by investing in a combination of U.S. domestic and international mutual funds (“underlying funds”) using an asset allocation strategy designed for investors who plan to retire around the year 2035 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.

MassMutual

Fund Family

Target-Date 2035

Fund Category

165.19M

Net Assets

2010-04-01

Inception Date

Performance Overview: MMXZX

Trailing returns as of 4/26/2024. Category is Target-Date 2035.

YTD Return

MMXZX
4.86%
Category
9.49%
 

1-Year Return

MMXZX
14.99%
Category
29.95%
 

3-Year Return

MMXZX
3.59%
Category
12.29%
 

5-Year Return

MMXZX
7.51%
Category
12.13%
 

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Holdings: MMXZX

Top 10 Holdings (73.67% of Total Assets)

SymbolCompany% Assets
MSEJX
MM Equity Asset I 18.80%
MSBZX
MassMutual Strategic Bond I 9.32%
MSPZX
MassMutual Total Return Bond I 9.32%
MOSZX
MassMutual Overseas I 7.00%
VTMNX
Vanguard Developed Markets Index Instl 6.37%
MBCZX
MassMutual Blue Chip Growth I 5.62%
MCZZX
MassMutual Core Bond I 4.99%
MIZIX
MassMutual International Equity Fund 4.32%
EMRSX
JPMorgan Emerging Mkts Rsrch Enh Eq R6 4.19%
MFVZX
MassMutual Equity Opports I 3.73%

Sector Weightings

SectorMMXZX
Technology   20.84%
Healthcare   12.26%
Industrials   12.10%
Energy   4.29%
Real Estate   4.05%
Utilities   2.11%

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