MassMutual Select T. Rowe Price Retirement 2065 Fund

Shareclass
MassMutual Select T. Row Prc Ret 2065 I (MMZIX)
Type
Open-end mutual fund
Manager
Target date
MassMutual Select TRP Retirement Series
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
D
10.4%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
95
holdings flagged
10%
of assets flagged
This fund contains
 $450,591 invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
13 holdings
0.74% of assets
$32,185 invested
banks
Banks and lenders
17 holdings
2.44% of assets
$106,228 invested
consumers
Major consumer brands
72 holdings
7.28% of assets
$317,031 invested
Commodity producers
Commodity producers
13 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
13 HOLDINGS
  • % of portfolio
    $ invested
  • 1. International Paper Co
    Paper/pulp producer
    0.42%0.42% of portfolio
    $18,097$18,097 invested
    Paper/pulp producer
  • 2. Glencore PLC
    Soy producerPalm oil producer
    0.07%0.07% of portfolio
    $3,072$3,072 invested
    Soy producerPalm oil producer
  • 3. Klabin SA Ctf de Deposito de Acoes Cons of 1 Sh ' 4 Pfd Shs
    Timber producerPaper/pulp producer
    0.05%0.05% of portfolio
    $2,071$2,071 invested
    Timber producerPaper/pulp producer
  • 4. Stora Enso Oyj Class R
    Timber producerPaper/pulp producer
    0.04%0.04% of portfolio
    $1,856$1,856 invested
    Timber producerPaper/pulp producer
  • 5. Wilmar International Ltd
    Soy producerPalm oil producer
    0.04%0.04% of portfolio
    $1,741$1,741 invested
    Soy producerPalm oil producer
View next 5
Banks and lenders
Banks and lenders
17 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
17 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    0.89%0.89% of portfolio
    $38,632$38,632 invested
  • 2. Bank of America Corp
    0.25%0.25% of portfolio
    $11,028$11,028 invested
  • 3. Mitsubishi UFJ Financial Group Inc
    0.22%0.22% of portfolio
    $9,749$9,749 invested
  • 4. United Overseas Bank Ltd
    0.14%0.14% of portfolio
    $6,028$6,028 invested
  • 5. Citigroup Inc
    0.12%0.12% of portfolio
    $5,423$5,423 invested
View next 5
Major consumer brands
Major consumer brands
72 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
72 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.98%1.98% of portfolio
    $86,211$86,211 invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. Procter & Gamble Co
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.49%0.49% of portfolio
    $21,336$21,336 invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 3. McDonald's Corp
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.42%0.42% of portfolio
    $18,408$18,408 invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. Unilever PLC
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.35%0.35% of portfolio
    $15,363$15,363 invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. Colgate-Palmolive Co
    Palm oil major consumer brand
    0.33%0.33% of portfolio
    $14,561$14,561 invested
    Palm oil major consumer brand
View next 5
View more info
DATA AS OF 31 Mar 2025
Financial performance
Performance data provided byMorningstarFind more financial data on MMZIX at Morningstar.com
Current fund
MMZIX
MassMutual Select T. Rowe Price Retirement 2065 Fund
Family
MassMutual
Category
Target-Date 2065+
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 1-yr returns 
-3.32% less in annualized returns
More invested in commodity producers 
0.56% more invested
Less invested in banks and lenders 
0.13% less invested
Less invested in major consumer brands 
4.38% less invested
Current fund
MMZIX
MassMutual Select T. Rowe Price Retirement 2065 Fund
Family
MassMutual
Category
Target-Date 2065+
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 1-yr returns 
-3.32% less in annualized returns
More invested in commodity producers 
0.56% more invested
Less invested in banks and lenders 
0.13% less invested
Less invested in major consumer brands 
4.38% less invested
Current fund
MMZIX
MassMutual Select T. Rowe Price Retirement 2065 Fund
Family
MassMutual
Category
Target-Date 2065+
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 1-yr returns 
-3.32% less in annualized returns
More invested in commodity producers 
0.56% more invested
Less invested in banks and lenders 
0.13% less invested
Less invested in major consumer brands 
4.38% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
MMZIX - MassMutual Select T. Rowe Price Retirement 2065 Fund
8.73%
/
/
/
0.74% 
Benchmark
IVV - iShares Core S&P 500 ETF
12%
12%
16%
12%
0.18% 
Fund compared to benchmark
 
-3.32%
/
/
/
0.56%  higher
Find more financial data on MMZIX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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