Investment Test Drive

MRMAX MassMutual RetireSMART Moderate A

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund MRMAX MassMutual RetireSMART Moderate A GCE Claymore CEF GS Connect ETN  
100% 90%
Annual Fees
(1.09% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$25,089.27 $26,176.78
Est. savings over 30 yrs +$1,087.52
As of 12/31/16
1 YR RETURN 5.86%
3 YR 2.23%
5 YR 6.47%
10 YR --
1 YR RETURN 14.39%
3 YR 3.40%
5 YR 7.44%
10 YR --
The investment seeks to achieve as high a total return over time as is considered consistent with prudent investment risk, preservation of capital and recognition of the fund's stated asset allocation. The fund is a "fund of funds" and seeks to achieve its investment objective by investing in a combination of domestic and international mutual funds ("underlying funds") using an asset allocation strategy. It has a moderate asset allocation strategy, with approximately 60% of its assets invested in equity and similar funds and approximately 40% invested in fixed income funds, including money market funds.
The investment seeks to replicate, net of expenses, the Claymore CEF Index. The index measures the performance of a basket of closed-end funds selected and weighted based on a predefined set of criteria such as liquidity, distributions and market valuation, among other factors.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!