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Nasdaq - Delayed Quote USD

MassMutual RetireSMART by JPMorgan 2045 Fund (MMKTX)

10.99
+0.04
+(0.37%)
At close: 8:06:39 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.19%
5y Average Return 8.59%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Jan 24, 2025) 25.17%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 25.17%
Worst 3Y Total Return 3.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMKTX
Category
YTD
12.45%
11.62%
1-Month
-3.32%
1.08%
3-Month
-2.29%
6.42%
1-Year
12.45%
36.05%
3-Year
3.49%
13.52%
5-Year
8.13%
13.44%
10-Year
7.92%
9.97%
Last Bull Market
13.31%
20.43%
Last Bear Market
-13.95%
-18.27%

Annual Total Return (%) History

Year
MMKTX
Category
2024
12.45%
--
2023
18.92%
--
2022
-17.10%
--
2021
18.09%
--
2020
12.94%
15.10%
2019
25.17%
24.35%
2018
-7.50%
-8.14%
2017
19.60%
20.51%

2016
7.32%
7.93%
2015
-2.44%
-1.87%
2014
--
5.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.45% 1.16% 6.87% -2.29%
2023 6.56% 5.06% -3.97% 10.61%
2022 -5.85% -13.95% -6.56% 9.50%
2021 5.42% 6.86% -1.34% 6.25%
2020 -22.22% 17.96% 6.50% 15.58%
2019 11.38% 3.84% 0.47% 7.71%
2018 -0.51% 1.31% 3.52% -11.35%
2017 5.43% 3.67% 4.52% 4.69%
2016 -0.43% 1.29% 4.86% 1.47%
2015 2.39% 0.16% -8.27% 3.71%

2014 -3.00% 1.74% -- --

Rank in Category (By Total Return)

YTD 85
1-Month 62
3-Month 83
1-Year 85
3-Year 58
5-Year 71

Load Adjusted Returns

1-Year 12.45%
3-Year 3.49%
5-Year 8.13%
10-Year 7.92%

Performance & Risk

YTD Return 3.19%
5y Average Return 8.59%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Target-Date 2045
Fund Family MassMutual
Net Assets 113.73M
YTD Return 12.45%
Yield 2.84%
Morningstar Rating
Inception Date Apr 01, 2014

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 2045 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.

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