Massmutual Retiresmart 2050 Fund Manager Performance Evaluation
| MMRUX Fund | USD 8.24 0.03 0.36% |
The fund secures a Beta (Market Risk) of 0.91, which conveys possible diversification benefits within a given portfolio. Massmutual Retiresmart returns are very sensitive to returns on the market. As the market goes up or down, Massmutual Retiresmart is expected to follow.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Massmutual Retiresmart 2050 are ranked lower than 4 (%) 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 | 0.5300 |
Massmutual |
Massmutual Retiresmart Relative Risk vs. Return Landscape
If you would invest 809.00 in Massmutual Retiresmart 2050 on January 24, 2024 and sell it today you would earn a total of 15.00 from holding Massmutual Retiresmart 2050 or generate 1.85% return on investment over 90 days. Massmutual Retiresmart 2050 is currently producing 0.0314% returns and takes up 0.5964% volatility of returns over 90 trading days. Put another way, 5% 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 $8.28 per share. The latest price of the fund is $8.24. 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.
Our valuation method for Massmutual Retiresmart 2050 is useful when determining the fair value of the Massmutual mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Massmutual Retiresmart. 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 8.24 | Real 8.28 | Hype 8.24 |
The real value of Massmutual Mutual Fund, also known as its intrinsic value, is the underlying worth of Massmutual Retiresmart Mutual Fund, which is reflected in its stock price. It is based on Massmutual Retiresmart's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. 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 2050 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 2050, 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 = 0.0526
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MMRUX |
Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Massmutual Retiresmart is performing at about 4% 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 | 16.94 X | ||||
| Price To Book | 1.93 X | ||||
| Price To Sales | 1.31 X | ||||
| Total Asset | 203.32 M | ||||
About Massmutual Retiresmart Performance
To evaluate Massmutual Retiresmart Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Massmutual Retiresmart generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Massmutual Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Massmutual Retiresmart market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Massmutual's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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 designed for investors who plan to retire around the year 2050 and then withdraw their investment in the fund over time throughout retirement.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 maintains about 5.16% of its assets in bonds |
- 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.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Massmutual Retiresmart 2050. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.