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MassMutual RetireSMART by JPM 2020 R3 (MRTNX)

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10.39+0.02 (+0.19%)
At close: 08:01PM EDT

MassMutual RetireSMART by JPM 2020 R3

Springfield MA 01111

1295 State St

Massmutual Select Funds

Management Information
Michael J. Abata,Lead Manager since January 31, 2023
Michael Abata, CFA, Director of Research, Portfolio Manager, joined Invesco in 2011 as a research analyst. He was promoted to portfolio manager in 2013 and to Director of Research in 2016. Prior to 2011, he was employed by State Street Global Markets, Putnam Investment Management, Alliance Capital, and I/B/E/S International. Mr. Abata earned a BA degree in economics from Binghamton University. He is a CFA charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget-Date 2020
Fund FamilyMassMutual
Net Assets109.61M
YTD Return-0.20%
Yield3.12%
Morningstar Rating★
Inception DateDec 30, 2003

Fund Operations

Last Dividend0.32
Last Cap Gain-21.00
Holdings Turnover31.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMRTNXCategory Average
Annual Report Expense Ratio (net)0.97%0.42%
Prospectus Net Expense Ratio0.97%N/A
Prospectus Gross Expense Ratio1.08%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.25%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A