MMSGX Performance — MassMutual Select T. Rowe Price Retirement 2060 Fund, Class M4
Data updated: 2025-08-25
MMSGX returned +11.91% over one year to Jun 2025. Annualised returns are +14.63% over 3 years and +11.46% over 5 years. Against its Target-Date category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $151, against $141 for the category, and to $112 over one year, against $112. Volatility over the past three years was 14.31% a year. In the 12 months to Jun 2025 the fund lost a net $199.0M, and assets reached $91.32M.
MMSGX Growth of $100
What $100 invested in MassMutual Select T. Rowe Price Retirement 2060 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | MMSGX | Category average |
|---|---|---|
| 1 year (Jul 2024 – Jun 2025) | $112 | $112 |
| 3 years (Jul 2022 – Jun 2025) | $151 | $141 |
| 5 years (Jul 2020 – Jun 2025) | $172 | $154 |
| Since data start (Jul 2019 – Jun 2025) | $177 | $159 |
MMSGX Trailing Returns
Total returns to Jun 2025, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +11.91% |
| 3 years (annualised) | +14.63% |
| 5 years (annualised) | +11.46% |
MMSGX Annual Returns
Calendar-year total returns of MassMutual Select T. Rowe Price Retirement 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2025 (Jan–Jun) | +7.90% |
| 2024 | +13.88% |
| 2023 | +20.55% |
| 2022 | −19.51% |
| 2021 | +16.87% |
| 2020 | +17.99% |
| 2019 (Jul–Dec) | +7.60% |
MMSGX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | −3.0% | −0.3% | +3.1% | −0.3% | +4.7% | +3.7% | — | — | — | — | — | — |
| 2024 | +3.6% | +4.5% | +0.1% | +1.0% | +3.9% | −3.5% | +1.5% | +2.3% | +2.1% | −3.9% | +4.2% | −2.2% |
| 2023 | +2.1% | −2.8% | +7.1% | +5.7% | −1.0% | +1.3% | −4.2% | −2.6% | +3.6% | +5.2% | +8.3% | −2.8% |
| 2022 | +1.1% | −2.5% | −5.5% | −7.7% | +0.2% | −8.2% | −8.8% | −3.9% | +6.6% | −4.4% | +7.3% | +6.1% |
| 2021 | +2.2% | +3.6% | −0.2% | +1.1% | +1.2% | +4.2% | −3.9% | +2.5% | +0.5% | +3.0% | −3.0% | +4.7% |
| 2020 | −14.1% | −6.6% | −0.7% | +3.0% | +5.1% | +10.8% | −3.0% | +5.2% | +5.1% | +4.4% | +11.4% | −1.0% |
| 2019 | — | — | — | — | — | — | +1.2% | −1.4% | +0.4% | +3.0% | +2.7% | +1.5% |
MMSGX Risk
Risk measures from monthly returns over Jul 2022 – Jun 2025.
- 3-year volatility (annualised): 14.31%
- 3-year Sharpe ratio: 0.71 (vs 4.5% risk-free rate)
- Best month: +8.30% (Nov 2023)
- Worst month: −8.78% (Jul 2022)
MMSGX Fund Flows
Monthly money in and out of MassMutual Select T. Rowe Price Retirement 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: −$199.0M
- 12-month gross sales (incl. reinvestments): $95.0M
- Sales ÷ redemptions: 0.32×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2025 | $2.3M | $2.3M | $43K |
| May 2025 | $3.5M | $9.3M | −$5.7M |
| Apr 2025 | $3.4M | $6.1M | −$2.6M |
| Mar 2025 | $5.8M | $195.0M | −$189.2M |
| Feb 2025 | $2.4M | $3.8M | −$1.4M |
| Jan 2025 | $3.5M | $4.9M | −$1.3M |
| Dec 2024 | $10.0M | $4.4M | $5.6M |
| Nov 2024 | $8.7M | $17.9M | −$9.1M |
| Oct 2024 | $24.0M | $7.0M | $17.0M |
| Sep 2024 | $9.6M | $19.7M | −$10.2M |
| Aug 2024 | $12.0M | $12.9M | −$889K |
| Jul 2024 | $9.7M | $10.8M | −$1.1M |
MMSGX Assets Under Management
Net assets of MassMutual Select T. Rowe Price Retirement 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2025-06-30 | $91.32M |
| 2025-03-31 | $92.03M |
| 2024-12-31 | $282.70M |
| 2024-09-30 | $289.46M |
| 2024-06-30 | $284.62M |
| 2024-03-31 | $305.36M |
| 2023-12-31 | $254.51M |
| 2023-09-30 | $219.10M |
| 2023-06-30 | $209.29M |
| 2023-03-31 | $177.86M |
| 2022-12-31 | $152.24M |
| 2022-09-30 | $130.42M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.