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MassMutual RetireSMART by JPMorgan 2055 Fund (MMWEX)

9.50
+0.03
+(0.32%)
At close: 8:01:40 PM EDT
Loading Chart for MMWEX
  • Previous Close 9.47
  • YTD Return 12.32%
  • Expense Ratio 0.97%
  • Category Target-Date 2055
  • Last Cap Gain -12.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 65.48M
  • Beta (5Y Monthly) 1.22
  • Yield 2.45%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.06
  • Inception Date Apr 1, 2014

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 2055 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.

MassMutual

Fund Family

Target-Date 2055

Fund Category

65.48M

Net Assets

2014-04-01

Inception Date

Performance Overview: MMWEX

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Trailing returns as of 1/24/2025. Category is Target-Date 2055.

YTD Return

MMWEX
12.32%
Category
12.13%
 

1-Year Return

MMWEX
12.32%
Category
37.63%
 

3-Year Return

MMWEX
3.32%
Category
13.82%
 

5-Year Return

MMWEX
7.85%
Category
13.76%
 

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Holdings: MMWEX

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Sector Weightings

SectorMMWEX
Technology   22.52%
Industrials   11.62%
Healthcare   11.15%
Real Estate   4.01%
Energy   3.13%
Utilities   2.19%

Recent News: MMWEX

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Research Reports: MMWEX

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