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Nasdaq - Delayed Quote USD

MassMutual RetireSMART by JPMorgan 2055 Fund (MMWTX)

9.43
+0.04
+(0.43%)
At close: 8:06:39 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.29%
5y Average Return 8.08%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Jan 24, 2025) 24.44%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 24.44%
Worst 3Y Total Return 2.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMWTX
Category
YTD
12.13%
12.13%
1-Month
-3.40%
1.09%
3-Month
-2.47%
6.61%
1-Year
12.13%
37.63%
3-Year
3.06%
13.82%
5-Year
7.59%
13.76%
10-Year
7.50%
10.29%
Last Bull Market
13.19%
19.35%
Last Bear Market
-14.25%
-17.99%

Annual Total Return (%) History

Year
MMWTX
Category
2024
12.13%
--
2023
18.52%
--
2022
-17.62%
--
2021
17.34%
--
2020
12.25%
15.47%
2019
24.44%
24.91%
2018
-7.68%
-8.44%
2017
20.06%
21.08%

2016
6.86%
8.00%
2015
-3.07%
-1.71%
2014
--
5.49%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.54% 1.04% 6.80% -2.47%
2023 6.44% 5.12% -4.21% 10.57%
2022 -5.98% -14.25% -6.76% 9.58%
2021 5.20% 6.76% -1.54% 6.11%
2020 -22.30% 17.67% 6.39% 15.39%
2019 11.15% 3.64% 0.38% 7.62%
2018 -0.61% 1.24% 3.57% -11.41%
2017 5.54% 3.75% 4.61% 4.81%
2016 -0.72% 0.93% 4.94% 1.62%
2015 2.22% 0.09% -8.72% 3.79%

2014 -3.28% 1.64% -- --

Rank in Category (By Total Return)

YTD 96
1-Month 60
3-Month 91
1-Year 96
3-Year 88
5-Year 93

Load Adjusted Returns

1-Year 12.13%
3-Year 3.06%
5-Year 7.59%
10-Year 7.50%

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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