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MassMutual Select Funds - MassMutual RetireSMART by JPMorgan 2020 Fund (MRTHX)

10.61
+0.01
+(0.09%)
At close: 8:04:22 PM EDT
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  • Previous Close 10.60
  • YTD Return 6.71%
  • Expense Ratio 0.92%
  • Category Target-Date 2020
  • Last Cap Gain -21.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 97.35M
  • Beta (5Y Monthly) 0.78
  • Yield 3.73%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.18
  • Inception Date Dec 31, 2003

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 2020 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.

MassMutual

Fund Family

Target-Date 2020

Fund Category

97.35M

Net Assets

2003-12-31

Inception Date

Performance Overview: MRTHX

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Trailing returns as of 1/24/2025. Category is Target-Date 2020.

YTD Return

MRTHX
6.71%
Category
5.78%
 

1-Year Return

MRTHX
6.71%
Category
18.91%
 

3-Year Return

MRTHX
0.40%
Category
9.48%
 

5-Year Return

MRTHX
3.53%
Category
8.82%
 

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Holdings: MRTHX

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Sector Weightings

SectorMRTHX
Technology   21.55%
Industrials   11.98%
Healthcare   11.30%
Real Estate   4.34%
Energy   3.33%
Utilities   2.29%

Recent News: MRTHX

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Research Reports: MRTHX

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