Massmutual Retiresmart Servative Fund Manager Performance Evaluation
| MCTAX Fund | USD 9.31 0.07 0.76% |
The fund secures a Beta (Market Risk) of 0.0548, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Massmutual Retiresmart's returns are expected to increase less than the market. However, during the bear market, the loss of holding Massmutual Retiresmart is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Massmutual Retiresmart Servative are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Massmutual Retiresmart is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0800 |
Massmutual |
Massmutual Retiresmart Relative Risk vs. Return Landscape
If you would invest 928.00 in Massmutual Retiresmart Servative on August 29, 2024 and sell it today you would earn a total of 3.00 from holding Massmutual Retiresmart Servative or generate 0.32% return on investment over 90 days. Massmutual Retiresmart Servative is currently producing 0.0055% returns and takes up 0.2863% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Massmutual, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Massmutual Retiresmart Current Valuation
Fairly Valued
Today
Please note that Massmutual Retiresmart's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Massmutual Retiresmart secures a last-minute Real Value of $9.31 per share. The latest price of the fund is $9.31. We determine the value of Massmutual Retiresmart from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Massmutual Retiresmart is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Massmutual Mutual Fund. However, Massmutual Retiresmart's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.31 | Real 9.31 | Hype 9.31 |
The intrinsic value of Massmutual Retiresmart's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Massmutual Retiresmart's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Massmutual Retiresmart Servative helps investors to forecast how Massmutual mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Massmutual Retiresmart more accurately as focusing exclusively on Massmutual Retiresmart's fundamentals will not take into account other important factors: Massmutual Retiresmart Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Massmutual Retiresmart's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Massmutual Retiresmart Servative, and traders can use it to determine the average amount a Massmutual Retiresmart's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0193
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| Negative Returns | MCTAX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Massmutual Retiresmart is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Massmutual Retiresmart by adding it to a well-diversified portfolio.
Massmutual Retiresmart Fundamentals Growth
Massmutual Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Massmutual Retiresmart, and Massmutual Retiresmart fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Massmutual Mutual Fund performance.
| Price To Earning | 17.11 X | ||||
| Price To Book | 2.00 X | ||||
| Price To Sales | 1.31 X | ||||
| Total Asset | 175.56 M | ||||
About Massmutual Retiresmart Performance
Evaluating Massmutual Retiresmart's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Massmutual Retiresmart has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Massmutual Retiresmart has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Massmutual Retiresmart performance evaluation
Checking the ongoing alerts about Massmutual Retiresmart for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Massmutual Retiresmart help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Massmutual Retiresmart maintains about 7.0% of its assets in cash |
- Analyzing Massmutual Retiresmart's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Massmutual Retiresmart's stock is overvalued or undervalued compared to its peers.
- Examining Massmutual Retiresmart's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Massmutual Retiresmart's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Massmutual Retiresmart's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Massmutual Retiresmart's mutual fund. These opinions can provide insight into Massmutual Retiresmart's potential for growth and whether the stock is currently undervalued or overvalued.
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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