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MassMutual RetireSMART 2010 R5 (MRXTX)

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12.22+0.03 (+0.25%)
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MassMutual RetireSMART 2010 R5

Massmutual Select Funds1295 State StSpringfield MA 01111
888-309-3539
Management Information
Frederick(Rick) Schulitz,Lead Manager since November 30, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget-Date 2000-2010
Fund FamilyMassMutual
Net Assets69.95M
YTD Return5.33%
Yield2.90%
Morningstar Rating
Inception DateMar 31, 2014

Fund Operations

Last Dividend0.35
Last Cap Gain0.00
Holdings Turnover74.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMRXTXCategory Average
Annual Report Expense Ratio (net)0.14%0.34%
Prospectus Net Expense Ratio0.63%N/A
Prospectus Gross Expense Ratio0.97%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.04%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection275N/A
5 Yr Expense Projection503N/A
10 Yr Expense Projection1,159N/A