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Nasdaq - Delayed Quote USD

MassMutual Select Funds - MassMutual RetireSMART by JPMorgan 2035 Fund (MMXAX)

11.21
-0.01
(-0.07%)
At close: 8:04:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.50%
5y Average Return 6.48%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Jan 24, 2025) 22.38%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 22.38%
Worst 3Y Total Return 1.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMXAX
Category
YTD
9.90%
9.49%
1-Month
-2.99%
1.04%
3-Month
-2.43%
5.73%
1-Year
9.90%
29.95%
3-Year
1.89%
12.29%
5-Year
6.18%
12.13%
10-Year
6.55%
9.24%
Last Bull Market
11.93%
19.43%
Last Bear Market
-12.81%
-17.22%

Annual Total Return (%) History

Year
MMXAX
Category
2024
9.90%
--
2023
16.01%
--
2022
-17.04%
--
2021
13.92%
--
2020
12.02%
14.04%
2019
22.18%
22.04%
2018
-6.83%
-7.04%
2017
18.20%
18.43%

2016
6.93%
7.57%
2015
-2.93%
-1.76%
2014
3.13%
5.24%
2013
22.38%
20.00%
2012
15.18%
14.64%
2011
-3.96%
-3.51%
2010
--
14.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.87% 0.80% 6.55% -2.43%
2023 5.88% 3.80% -3.94% 9.90%
2022 -6.05% -12.81% -6.17% 7.94%
2021 3.74% 5.89% -1.18% 4.94%
2020 -19.00% 15.63% 5.62% 13.23%
2019 10.14% 3.53% 0.71% 6.39%
2018 -0.51% 1.03% 3.14% -10.13%
2017 5.04% 3.46% 4.18% 4.40%
2016 -0.26% 1.13% 4.63% 1.33%
2015 2.25% -0.08% -7.97% 3.24%

2014 1.10% 3.72% -3.05% 1.44%
2013 6.84% 0.26% 7.22% 6.56%
2012 11.57% -4.69% 5.69% 2.49%
2011 5.06% 0.09% -16.06% 8.81%
2010 12.37% 9.23% -- --

Rank in Category (By Total Return)

YTD 87
1-Month 67
3-Month 79
1-Year 87
3-Year 80
5-Year 89

Load Adjusted Returns

1-Year 3.86%
3-Year -0.01%
5-Year 4.99%
10-Year 5.95%

Performance & Risk

YTD Return 2.50%
5y Average Return 6.48%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family MassMutual
Net Assets 163.09k
YTD Return 9.90%
Yield 2.38%
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 2035 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.

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