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MassMutual RetireSMART by JPMorgan 2060 Fund (MMWDX)

9.38
+0.04
+(0.43%)
At close: 8:06:41 AM EDT
Loading Chart for MMWDX
  • Previous Close 9.34
  • YTD Return 12.39%
  • Expense Ratio 1.02%
  • Category Target-Date 2060+
  • Last Cap Gain -12.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 25.79M
  • Beta (5Y Monthly) 1.22
  • Yield 2.13%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.07
  • Inception Date Nov 23, 2015

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 2060 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.

MassMutual

Fund Family

Target-Date 2060+

Fund Category

25.79M

Net Assets

2015-11-23

Inception Date

Performance Overview: MMWDX

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Trailing returns as of 1/24/2025. Category is Target-Date 2060+.

YTD Return

MMWDX
12.39%
Category
6.10%
 

1-Year Return

MMWDX
12.39%
Category
14.41%
 

3-Year Return

MMWDX
3.24%
Category
4.94%
 

5-Year Return

MMWDX
7.73%
Category
9.53%
 

Holdings: MMWDX

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Sector Weightings

SectorMMWDX
Technology   22.59%
Industrials   11.56%
Healthcare   11.12%
Real Estate   4.11%
Energy   3.12%
Utilities   2.18%

Recent News: MMWDX

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Research Reports: MMWDX

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