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MRXSX MassMutual RetireSMART 2010 Service

6 lower fee alternatives found

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Fund MRXSX MassMutual RetireSMART 2010 Service VTENX Vanguard Target Retirement 2010 Inv TRARX T. Rowe Price Target 2005  
Similarity
?
100% 94% 95%
Annual Fees
?
$75.48
(0.73% Exp. Ratio)
$14.48
(0.14% Exp. Ratio)
$59.97
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.40% annual return
$21,882.98 $26,140.42 $22,897.00
Est. savings over 30 yrs +$4,257.45 +$1,014.02
Return
As of 11/30/16
1 YR RETURN 2.99%
3 YR 2.36%
5 YR 5.56%
10 YR 3.97%
1 YR RETURN 3.38%
3 YR 3.51%
5 YR 5.88%
10 YR 4.58%
1 YR RETURN 4.37%
3 YR 3.25%
5 YR --
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 current 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 designed for investors expected to have retired around the year 2010 and to have stopped making new investments in the fund.
The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2010 (the target year). Its asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2005) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

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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.

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

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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