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NasdaqGM - Delayed Quote USD

Massmutual Retiresmart By Jpmor (0P0001Q3VB)

11.18
+0.07
+(0.63%)
At close: April 5 at 4:00:00 PM EDT
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  • Previous Close 11.11
  • YTD Return 5.62%
  • Expense Ratio 1.22%
  • Category Target-Date 2065+
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 1.13M
  • Beta (5Y Monthly) --
  • Yield 1.43%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.16
  • Inception Date Feb 1, 2023

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 2065 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.

MassMutual

Fund Family

Target-Date 2065+

Fund Category

1.13M

Net Assets

2023-02-01

Inception Date

More about Massmutual Retiresmart By Jpmor

Performance Overview: 0P0001Q3VB

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Trailing returns as of 4/4/2024. Category is Target-Date 2065+.

YTD Return

0P0001Q3VB
5.62%
Category
0.00%
 

1-Year Return

0P0001Q3VB
16.48%
Category
0.00%
 

3-Year Return

0P0001Q3VB
0.00%
Category
0.00%
 

5-Year Return

0P0001Q3VB
0.00%
Category
0.00%
 

Holdings: 0P0001Q3VB

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Sector Weightings

Sector0P0001Q3VB
Technology   18.82%
Financial Services   15.05%
Healthcare   12.73%
Industrials   12.61%
Consumer Cyclical   11.03%
Consumer Defensive   7.06%
Communication Services   6.48%
Real Estate   4.90%
Energy   4.58%
Basic Materials   4.43%
Utilities   2.31%
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Recent News: 0P0001Q3VB

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Research Reports: 0P0001Q3VB

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