Massmutual Retiresmart 2020 Fund Quote
MRTHX Fund | USD 11.27 0.03 0.27% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Massmutual Retiresmart is trading at 11.27 as of the 24th of November 2024; that is 0.27% up since the beginning of the trading day. The fund's open price was 11.24. 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 2020 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of November 2023 and ending today, the 24th 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 designed for investors who plan to retire around the year 2020 and then withdraw their investment in the fund over time throughout retirement.. More on Massmutual Retiresmart 2020
Moving against Massmutual Mutual Fund
Massmutual Mutual Fund Highlights
Fund Concentration | MassMutual Funds, Large Blend Funds, Target-Date 2020 Funds, Target-Date 2020, MassMutual (View all Sectors) |
Update Date | 30th of September 2024 |
Massmutual Retiresmart 2020 [MRTHX] is traded in USA and was established 24th of November 2024. Massmutual Retiresmart is listed under MassMutual category by Fama And French industry classification. The fund is listed under Target-Date 2020 category and is part of MassMutual family. This fund now has accumulated 417.08 M in assets with no minimum investment requirementsMassmutual Retiresmart is currently producing year-to-date (YTD) return of 8.16% with the current yeild of 0.03%, while the total return for the last 3 years was 1.06%.
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 2020 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 2020 Mutual Fund Constituents
MPHZX | Massmutual Premier High | Mutual Fund | High Yield Bond | |
VEMIX | Vanguard Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
VBTIX | Vanguard Total Bond | Mutual Fund | Intermediate Core Bond | |
MSTZX | Massmutual Premier Short Duration | Mutual Fund | Short-Term Bond | |
MSPZX | Massmutual Select Total | Mutual Fund | Intermediate Core-Plus Bond | |
MSEJX | Mm Select Equity | Mutual Fund | Large Blend | |
MSBZX | Massmutual Select Strategic | Mutual Fund | Intermediate Core-Plus Bond | |
MPZSX | Massmutual Premier Strategic | Mutual Fund | Diversified Emerging Mkts |
Massmutual Retiresmart Risk Profiles
Mean Deviation | 0.2463 | |||
Semi Deviation | 0.2808 | |||
Standard Deviation | 0.3157 | |||
Variance | 0.0997 |
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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