Nasdaq - Delayed Quote USD

MassMutual Select TRP Retirement 2040 M3 (MMFRX)

16.32
+0.05
+(0.31%)
At close: June 10 at 6:46:39 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.24%
5y Average Return 9.36%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Jun 9, 2025) 24.40%
Worst 1Y Total Return (Jun 9, 2025) --
Best 3Y Total Return 24.40%
Worst 3Y Total Return 2.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMFRX
Category
YTD
3.75%
10.80%
1-Month
4.09%
1.06%
3-Month
0.94%
6.14%
1-Year
8.41%
33.59%
3-Year
9.24%
12.99%
5-Year
10.29%
12.87%
10-Year
0.00%
9.72%
Last Bull Market
12.48%
19.05%
Last Bear Market
-14.51%
-17.54%

Annual Total Return (%) History

Year
MMFRX
Category
2025
--
--
2024
12.55%
--
2023
18.99%
--
2022
-19.26%
--
2021
15.63%
--
2020
17.19%
14.56%
2019
24.40%
23.19%
2018
--
-7.74%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.06% -- -- --
2024 7.52% 1.15% 5.72% -2.11%
2023 5.94% 5.41% -3.33% 10.24%
2022 -6.76% -14.51% -6.47% 8.31%
2021 5.20% 6.27% -0.91% 4.39%
2020 -19.58% 19.14% 7.01% 14.30%
2019 11.85% 3.69% 0.19% 7.05%
2018 0.75% 2.29% -11.11% --

Rank in Category (By Total Return)

YTD 83
1-Month 70
3-Month 87
1-Year 92
3-Year 60
5-Year 62

Load Adjusted Returns

1-Year 8.41%
3-Year 9.24%
5-Year 10.29%
10-Year --

Performance & Risk

YTD Return 5.24%
5y Average Return 9.36%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family MassMutual
Net Assets 272.31M
YTD Return 3.75%
Yield 2.59%
Morningstar Rating
Inception Date Feb 16, 2018

Fund Summary

The fund is a "fund of funds" and pursues its objective by investing in a diversified portfolio of other stock and bond series of both the MassMutual Funds and T. Rowe Price Funds that represent various asset classes and sectors. Its allocation among underlying funds will change over time in relation to its target retirement date. The fund is primarily designed for an investor who anticipates retiring at or about the target date and who plans to withdraw the value of the account in the fund gradually after retirement.

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