Massmutual Retiresmart Servative Fund Quote
MRCLX Fund | USD 9.26 0.07 0.76% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Massmutual Retiresmart is trading at 9.26 as of the 27th of November 2024; that is 0.76 percent up since the beginning of the trading day. The fund's open price was 9.19. Massmutual Retiresmart has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Massmutual Retiresmart Servative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
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 using an asset allocation strategy. It typically invests approximately 20 percent of its assets in equity and similar funds and approximately 80 percent in fixed income funds, including money market funds.. More on Massmutual Retiresmart Servative
Moving against Massmutual Mutual Fund
Massmutual Mutual Fund Highlights
Fund Concentration | MassMutual Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, MassMutual, Large Blend, Allocation--15% to 30% Equity (View all Sectors) |
Update Date | 30th of September 2024 |
Massmutual Retiresmart Servative [MRCLX] is traded in USA and was established 27th of November 2024. Massmutual Retiresmart is listed under MassMutual category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of MassMutual family. This fund now has accumulated 204.8 M in assets with no minimum investment requirementsMassmutual Retiresmart is currently producing year-to-date (YTD) return of 5.71% with the current yeild of 0.03%, while the total return for the last 3 years was -0.05%.
Check Massmutual Retiresmart Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Massmutual Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Massmutual Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Massmutual Retiresmart Servative Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Massmutual Retiresmart Servative Mutual Fund Constituents
VLGSX | Vanguard Long Term Government | Mutual Fund | Long Government | |
VTMNX | Vanguard Developed Markets | Mutual Fund | Foreign Large Blend | |
MPHZX | Massmutual Premier High | Mutual Fund | High Yield Bond | |
MPDIX | Massmutual Premier Disciplined | Mutual Fund | Large Growth | |
MSBZX | Massmutual Select Strategic | Mutual Fund | Intermediate Core-Plus Bond | |
VTMGX | Vanguard Developed Markets | Mutual Fund | Foreign Large Blend | |
VBTIX | Vanguard Total Bond | Mutual Fund | Intermediate Core Bond | |
OIBIX | Oppenheimer Intl Bd | Mutual Fund | World Bond |
Massmutual Retiresmart Risk Profiles
Mean Deviation | 0.2083 | |||
Standard Deviation | 0.2708 | |||
Variance | 0.0733 | |||
Risk Adjusted Performance | (0.02) |
Massmutual Retiresmart Against Markets
Other Information on Investing in Massmutual Mutual Fund
Massmutual Retiresmart financial ratios help investors to determine whether Massmutual Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Massmutual with respect to the benefits of owning Massmutual Retiresmart security.
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