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Morningstar

MassMutual RetireSMART by JPM 2035 Svc MMXSX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 11.00  /  +0.92 %
  • Total Assets 157.0 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.03%
  • Turnover 37%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MMXSX

Will MMXSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMXSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MMXSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MMXSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The departure of a team leader doesn't alter this series' modest appeal.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

A thin team steers MassMutual RetireSMART by JPM target-date series after the departure of its lead manager. While it continues to utilize a solid partner, issues remain.

by Greg Carlson
Rated on Published on

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Portfolio Holdings MMXSX

More MMXSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

18.80 31.1 Mil
—

MassMutual Strategic Bond I

9.32 15.4 Mil
—

MassMutual Total Return Bond I

9.32 15.4 Mil
—

MassMutual Overseas I

7.00 11.6 Mil
—

Vanguard Developed Markets Index Instl

6.37 10.5 Mil
—

MassMutual Blue Chip Growth I

5.62 9.3 Mil
—

MassMutual Core Bond I

4.99 8.3 Mil
—

MassMutual International Eq I

4.32 7.1 Mil
—

JPMorgan Emerging Mkts Rsrch Enh Eq R6

4.19 6.9 Mil
—

MassMutual Equity Opports I

3.73 6.2 Mil
—