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MassMutual RetireSMART by JPM 2020 A (MRTAX)
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10.71 - YTD Return 2.72%
- Expense Ratio 0.57%
- Category Target-Date 2020
- Last Cap Gain -21.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 116.51M
- Beta (5Y Monthly) 0.77
- Yield 3.07%
- 5y Average Return --
- Holdings Turnover 31.00%
- Last Dividend 0.34
- Inception Date Apr 1, 2014
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 2020 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.
MassMutual
Fund Family
Target-Date 2020
Fund Category
116.51M
Net Assets
2014-04-01
Inception Date
Performance Overview: MRTAX
Trailing returns as of 4/23/2024. Category is Target-Date 2020.
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MMGEX MassMutual Small Cap Gr Eq A
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MSBAX MassMutual Strategic Bond A
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MPHAX MassMutual High Yield A
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MGFAX MassMutual Global A
9.95
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MFUAX MassMutual Fundamental Value A
8.99
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MOTAX MassMutual Fundamental Growth A
2.2300
0.00%
MMCBX MassMutual Core Bond A
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MOSAX MassMutual Overseas A
8.57
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Holdings: MRTAX
Top 10 Holdings (76.40% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMRTAX
Technology 19.86%
Financial Services 15.75%
Healthcare 12.36%
Industrials 12.31%
Consumer Cyclical 11.01%
Consumer Defensive 7.08%
Communication Services 6.19%
Basic Materials 4.59%
Energy 4.42%
Real Estate 4.28%
Utilities 2.15%
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