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MRGZX MassMutual RetireSMART Gr R4

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Fund MRGZX MassMutual RetireSMART Gr R4
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Similarity
?
100%
Annual Fees
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$114.78
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.31% annual return
$33,937.19
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 2.53%
3 YR 2.49%
5 YR 8.89%
10 YR --
Description
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 an asset allocation strategy that emphasizes the potential for growth, with approximately 97% of its assets invested in equity and similar funds and approximately 3% invested in fixed income funds, including money market funds.

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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.

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Similarity

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.

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