Nasdaq - Delayed Quote USD
MassMutual RetireSMART by JPMorgan 2055 Fund (MMWTX)
9.43
+0.04
+(0.43%)
At close: 6:27:08 PM EDT
Top 10 Holdings (80.99% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMMWTX
Technology 22.52%
Financial Services 16.48%
Consumer Cyclical 12.14%
Industrials 11.62%
Healthcare 11.15%
Communication Services 7.45%
Consumer Defensive 6.00%
Real Estate 4.01%
Basic Materials 3.29%
Energy 3.13%
Utilities 2.19%
Overall Portfolio Composition (%)
| Cash | 1.79% |
| Stocks | 90.89% |
| Bonds | 7.19% |
| Others | 0.04% |
| Preferred | 0.07% |
| Convertible | 0.01% |
Bond Ratings
| US Government | 2.24% |
| AAA | 53.02% |
| AA | 4.02% |
| A | 7.44% |
| BBB | 19.18% |
| BB | 7.59% |
| B | 5.51% |
| Below B | 2.95% |
| Other | 0.30% |
Equity Holdings
| Average | MMWTX | Category Average |
|---|---|---|
| Price/Earnings | 0.05 | 22.66 |
| Price/Book | 0.35 | 2.79 |
| Price/Sales | 0.48 | 2.08 |
| Price/Cashflow | 0.07 | 14.07 |
| Median Market Cap | 109,845.83 | 67,491.51 |
| 3 Year Earnings Growth | 19.07 | 11.77 |
Bond Holdings
| Average | MMWTX | Category Average |
|---|---|---|
| Maturity | -- | 8.1 |
| Duration | 4.79 | 6.61 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | 3.29% |
| 5y Average Return | 8.08% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.22 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2055 |
| Fund Family | MassMutual |
| Net Assets | 65.48M |
| YTD Return | 12.13% |
| Yield | 2.20% |
| 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 2055 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.
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