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MassMutual RetireSMART by JPM 2020 R3 (MRTNX)

10.23 +0.06 (+0.59%)
At close: 6:46 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Protected Investors of America
  • Mid Atlantic Capital Corp
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Fidelity Advisor 401(k) I Shares
  • Mid Atlantic Capital Group
  • H Beck Inc.
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • Fidelity Advisor 401(k) T Shares
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Target-Date 2020
Fund Family MassMutual
Net Assets 116.51M
YTD Return 2.65%
Yield 3.03%
Morningstar Rating
Inception Date Apr 01, 2014

Performance & Risk

YTD Return 0.29%
5y Average Return 3.39%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

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