Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

MassMutual Select Funds - MassMutual RetireSMART by JPMorgan 2030 Fund (MRYTX)

11.40
+0.03
+(0.26%)
At close: 8:01:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.99%
5y Average Return 5.58%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Jan 23, 2025) 21.46%
Worst 1Y Total Return (Jan 23, 2025) --
Best 3Y Total Return 21.46%
Worst 3Y Total Return 1.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRYTX
Category
YTD
9.32%
7.97%
1-Month
-2.81%
0.98%
3-Month
-2.48%
5.18%
1-Year
9.32%
25.53%
3-Year
1.72%
11.28%
5-Year
5.69%
10.98%
10-Year
6.42%
8.54%
Last Bull Market
11.03%
17.21%
Last Bear Market
-11.56%
-15.52%

Annual Total Return (%) History

Year
MRYTX
Category
2024
9.32%
--
2023
14.27%
--
2022
-15.74%
--
2021
12.08%
--
2020
11.77%
12.99%
2019
21.46%
20.07%
2018
-5.56%
-6.25%
2017
17.63%
16.57%

2016
7.37%
7.33%
2015
-2.48%
-1.79%
2014
--
5.04%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.10% 1.16% 6.45% -2.48%
2023 5.18% 2.86% -3.45% 9.40%
2022 -5.84% -11.56% -5.68% 7.27%
2021 2.90% 5.41% -0.79% 4.16%
2020 -16.44% 13.99% 5.08% 11.68%
2019 9.69% 3.70% 0.97% 5.75%
2018 -0.37% 1.05% 3.05% -8.97%
2017 5.00% 3.39% 4.13% 4.06%
2016 0.00% 1.42% 4.57% 1.24%
2015 2.32% 0.00% -7.51% 3.05%

2014 -2.91% 1.44% -- --

Rank in Category (By Total Return)

YTD 61
1-Month 68
3-Month 81
1-Year 61
3-Year 47
5-Year 68

Load Adjusted Returns

1-Year 9.32%
3-Year 1.72%
5-Year 5.69%
10-Year 6.42%

Performance & Risk

YTD Return 0.99%
5y Average Return 5.58%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family MassMutual
Net Assets 238.92M
YTD Return 9.32%
Yield 3.35%
Morningstar Rating
Inception Date Dec 31, 2003

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 2030 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.

Related Tickers