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

10.91
+0.04
+(0.37%)
At close: 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.53%
5y Average Return 7.06%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Jan 24, 2025) 22.96%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 22.96%
Worst 3Y Total Return 2.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMXUX
Category
YTD
10.52%
9.49%
1-Month
-2.99%
1.04%
3-Month
-2.34%
5.73%
1-Year
10.52%
29.95%
3-Year
2.45%
12.29%
5-Year
6.75%
12.13%
10-Year
7.14%
9.24%
Last Bull Market
12.22%
19.43%
Last Bear Market
-12.64%
-17.22%

Annual Total Return (%) History

Year
MMXUX
Category
2024
10.52%
--
2023
16.59%
--
2022
-16.55%
--
2021
14.50%
--
2020
12.60%
14.04%
2019
22.96%
22.04%
2018
-6.32%
-7.04%
2017
18.95%
18.43%

2016
7.49%
7.57%
2015
-2.40%
-1.76%
2014
--
5.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.11% 0.90% 6.70% -2.34%
2023 6.04% 3.93% -3.88% 10.06%
2022 -5.87% -12.64% -6.11% 8.09%
2021 3.89% 6.02% -1.04% 5.04%
2020 -18.91% 15.72% 5.78% 13.44%
2019 10.34% 3.70% 0.87% 6.54%
2018 -0.37% 1.18% 3.35% -10.09%
2017 5.29% 3.61% 4.40% 4.43%
2016 -0.17% 1.39% 4.79% 1.36%
2015 2.41% 0.08% -7.87% 3.36%

2014 -2.97% 1.56% -- --

Rank in Category (By Total Return)

YTD 72
1-Month 66
3-Month 77
1-Year 72
3-Year 49
5-Year 68

Load Adjusted Returns

1-Year 10.52%
3-Year 2.45%
5-Year 6.75%
10-Year 7.14%

Performance & Risk

YTD Return 2.53%
5y Average Return 7.06%
Rank in Category (ytd) 72
% 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 10.52%
Yield 3.14%
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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