Massmutual Retiresmart Competition

MRCZX Fund

USD 8.99 0.01 0.11%

Massmutual Retiresmart competes with Massmutual Select, Massmutual Select, Massmutual Select, Massmutual Select, and Massmutual Select; as well as few others. The fund is listed under Allocation--15% to 30% Equity category and is part of MassMutual family. Analyzing Massmutual Retiresmart competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Massmutual Retiresmart to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Massmutual Retiresmart Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Massmutual Retiresmart competition on your existing holdings.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
8.41	8.99	9.57

Details

Intrinsic

Valuation

Low	Real	High
8.47	9.05	9.63

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Massmutual Retiresmart. Your research has to be compared to or analyzed against Massmutual Retiresmart's peers to derive any actionable benefits. When done correctly, Massmutual Retiresmart's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Massmutual Retiresmart.

Massmutual Retiresmart Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Massmutual Retiresmart and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Massmutual and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Massmutual Retiresmart does not affect the price movement of the other competitor.

	MLUAX	MLUFX	MLUNX	MLULX	MLUSX	MLUZX	MLUYX	MMBRX	MMBVX	MMBUX
MLUAX		0.93	1.0	1.0	0.93	1.0	1.0	0.95	0.6	0.93	MLUAX
MLUFX	0.93		0.93	0.93	1.0	0.93	0.93	0.92	0.71	0.98	MLUFX
MLUNX	1.0	0.93		1.0	0.93	1.0	1.0	0.95	0.6	0.93	MLUNX
MLULX	1.0	0.93	1.0		0.93	1.0	1.0	0.95	0.61	0.94	MLULX
MLUSX	0.93	1.0	0.93	0.93		0.93	0.93	0.92	0.71	0.98	MLUSX
MLUZX	1.0	0.93	1.0	1.0	0.93		1.0	0.96	0.6	0.93	MLUZX
MLUYX	1.0	0.93	1.0	1.0	0.93	1.0		0.96	0.6	0.93	MLUYX
MMBRX	0.95	0.92	0.95	0.95	0.92	0.96	0.96		0.71	0.89	MMBRX
MMBVX	0.6	0.71	0.6	0.61	0.71	0.6	0.6	0.71		0.65	MMBVX
MMBUX	0.93	0.98	0.93	0.94	0.98	0.93	0.93	0.89	0.65		MMBUX
	MLUAX	MLUFX	MLUNX	MLULX	MLUSX	MLUZX	MLUYX	MMBRX	MMBVX	MMBUX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Please upgrade your account to get full access to Macroaxis premium features

Risk-Adjusted Indicators

There is a big difference between Massmutual Mutual Fund performing well and Massmutual Retiresmart Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Massmutual Retiresmart's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Treynor Ratio	Potential Upside	Value @Risk	Maximum Drawdown
MLUAX	0.71	(0.20)	(0.20)	1.16	(0.93)	13.67
MLUFX	0.72	(0.20)	(0.76)	1.10	(0.95)	14.17
MLUNX	0.71	(0.20)	(0.20)	1.11	(0.96)	13.91
MLULX	0.70	(0.19)	(0.19)	1.21	(0.90)	13.13
MLUSX	0.73	(0.20)	(0.76)	1.23	(0.92)	14.03
MLUZX	0.72	(0.21)	(0.21)	1.17	(0.95)	14.48
MLUYX	0.72	(0.21)	(0.21)	1.17	(0.94)	14.18
MMBRX	0.45	(0.11)	(0.75)	0.75	(0.82)	7.57
MMBVX	0.33	(0.09)	(2.43)	0.47	(0.54)	6.32
MMBUX	0.99	(0.30)	(0.23)	1.35	(1.28)	22.88

Unable to evaluate fundamental data of [MLUAX, MLUFX, MLUNX, MLULX, MLUSX, MLUZX, MLUYX, MMBRX, MMBVX, MMBUX] at this time. Please try again later

All Fundamental Data

Massmutual Retiresmart Competitive Analysis

The better you understand Massmutual Retiresmart competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Massmutual Retiresmart's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Massmutual Retiresmart's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	MRCZX	MLUAX	MLUFX	MLUNX	MLULX	MLUSX	MLUZX	MLUYX	MMBRX	MMBVX
	0.11 8.99 Massmutual	0.17 11.51 Massmutual	1.27 11.20 Massmutual	0.18 11.21 Massmutual	0.08 11.84 Massmutual	1.32 11.50 Massmutual	0.18 11.29 Massmutual	0.09 11.38 Massmutual	0.80 11.33 Massmutual	0.36 14.10 Massmutual
Market Volatility (90 Days Market Risk)	Very steady	Not too volatile	Not too volatile	Not too volatile	Not too volatile	Not too volatile	Not too volatile	Not too volatile	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Buy	Strong Hold	Buy	Buy	Strong Hold	Buy	Buy	Strong Hold	Hold
Net Asset	204.8 M	95.37 M	95.37 M	95.37 M	95.37 M	95.37 M	95.37 M	95.37 M	114.24 M	147.34 M
Price To Book	2.03	1.67	1.67	1.66	1.67	1.67	1.67	1.67	2.16	N/A
Five Year Return	2.13	6.82	6.92	7.5	7.92	8.14	7.41	7.17	7.53	4.95
One Year Return	4.83	12.52	12.48	14.97	15.3	15.58	12.98	12.86	15.05	9.21
Last Dividend Paid	0.06	0.12	0.13	0.09	0.15	0.16	0.18	0.16	0.12	0.36
Price To Earning	16.9	17.41	17.41	17.25	17.41	17.41	17.41	17.41	15.85	N/A
Price To Sales	1.49	1.22	1.22	1.33	1.22	1.22	1.22	1.22	1.41	N/A
Cash Position Weight	7.0	2.72	2.72	2.72	2.72	1.77	2.72	2.72	0.87	9.76
Equity Positions Weight	19.26	97.29	97.29	97.29	97.29	98.23	97.29	97.29	63.56	36.07
Three Year Return	-0.51	5.39	5.49	5.46	5.88	6.1	5.96	5.73	3.88	2.25
Annual Yield	0.0285	0.0083	0.0099	0.0079	0.0109	0.0127	0.0137	0.012	0.0099	0.0254
Year To Date Return	4.13	10.31	10.32	13.16	13.56	13.8	10.82	10.63	13.86	8.16
Bond Positions Weight	-9.06	N/A	N/A	N/A	N/A	N/A	N/A	N/A	1.32	13.31
Ten Year Return	N/A	8.26	8.42	8.04	8.51	8.76	8.86	8.65	7.66	N/A
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	8.99	11.51	11.2	11.21	11.84	11.5	11.29	11.38	11.33	14.1
Period Momentum Indicator	(0.01)	0.02	0.14	0.02	0.01	0.15	0.02	0.01	0.09	0.05
Rate Of Daily Change	1.0	1.0	1.01	1.0	1.0	1.01	1.0	1.0	1.01	1.0
Day Median Price	8.99	11.51	11.2	11.21	11.84	11.5	11.29	11.38	11.33	14.1
Price Action Indicator	(0.01)	0.01	0.07	0.01	0.005	0.075	0.01	0.005	0.045	0.025
Coefficient Of Variation	(671.69)	(944.87)	(877.17)	(930.71)	(946.63)	(880.15)	(938.69)	(931.05)	(986.41)	(948.74)
Mean Deviation	0.2795	0.7108	0.7185	0.7094	0.6954	0.7265	0.722	0.7233	0.4501	0.3258
Jensen Alpha	(0.10)	(0.20)	(0.20)	(0.20)	(0.19)	(0.20)	(0.21)	(0.21)	(0.11)	(0.09)
Total Risk Alpha	(0.11)	(0.22)	(0.24)	(0.23)	(0.21)	(0.24)	(0.24)	(0.23)	(0.13)	(0.11)
Standard Deviation	0.5717	1.56	1.62	1.59	1.51	1.61	1.66	1.63	0.938	0.7198
Kurtosis	36.23	39.19	40.85	40.4	37.81	40.38	41.94	41.1	35.54	44.29
Potential Upside	0.4246	1.16	1.1	1.11	1.21	1.23	1.17	1.17	0.75	0.4723
Treynor Ratio	(0.25)	(0.20)	(0.76)	(0.20)	(0.19)	(0.76)	(0.21)	(0.21)	(0.75)	(2.43)
Maximum Drawdown	4.8	13.67	14.17	13.91	13.13	14.03	14.48	14.18	7.57	6.32
Variance	0.3268	2.45	2.63	2.53	2.28	2.61	2.75	2.65	0.8798	0.518
Market Risk Adjusted Performance	(0.24)	(0.19)	(0.75)	(0.19)	(0.18)	(0.75)	(0.20)	(0.20)	(0.74)	(2.42)
Risk Adjusted Performance	(0.12)	(0.08)	(0.09)	(0.08)	(0.08)	(0.08)	(0.08)	(0.08)	(0.08)	(0.08)
Skewness	(5.22)	(5.53)	(5.70)	(5.66)	(5.38)	(5.65)	(5.81)	(5.73)	(5.25)	(6.03)
Information Ratio	(0.21)	(0.13)	(0.13)	(0.13)	(0.13)	(0.13)	(0.13)	(0.13)	(0.14)	(0.15)
Value At Risk	(0.64)	(0.93)	(0.95)	(0.96)	(0.90)	(0.92)	(0.95)	(0.94)	(0.82)	(0.54)

Massmutual Retiresmart Competition Performance Charts

Five steps to successful analysis of Massmutual Retiresmart Competition

Massmutual Retiresmart's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Massmutual Retiresmart in relation to its competition. Massmutual Retiresmart's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Massmutual Retiresmart in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Massmutual Retiresmart's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Massmutual Retiresmart, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Massmutual Retiresmart position

In addition to having Massmutual Retiresmart in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Agency Mbs ETFs Thematic Idea Now

Agency Mbs ETFs

ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Agency Mbs ETFs theme has 11 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Agency Mbs ETFs Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Massmutual Mutual Fund

Massmutual Retiresmart financial ratios help investors to determine whether Massmutual Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Massmutual with respect to the benefits of owning Massmutual Retiresmart security.

	Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators
	Money Managers Screen money managers from public funds and ETFs managed around the world
	ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
	Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC