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MassMutual Select TRP Retirement 2040 M3 (MMFRX)

16.32
+0.05
+(0.31%)
At close: 8:06:40 AM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 24.40%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 1

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

Risk Statistics

3 Years 5 Years 10 Years
MMFRXCategory AverageMMFRXCategory AverageMMFRXCategory Average
Alpha 1.74 -0.01 1.9 -0.01 -- -0.01
BETA 1.16 0.01 1.23 0.01 -- 0.01
Mean Annual Return 0.82 0.01 0.9 0.01 -- 0.01
R-squared 95.93 0.98 96.05 0.98 -- 0.97
Standard Deviation 14.32 0.15 14 0.13 -- 0.12
Sharpe Ratio 0.36 0.01 0.56 0.01 -- 0.01
Treynor Ratio 3.8 0.09 6 0.09 -- 0.07

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