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MassMutual RetireSMART by JPM 2045 R4 MMKZX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 10.89  /  +0.83 %
  • Total Assets 129.3 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 1.31%
  • Turnover 41%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 11:52 PM GMT+0

Morningstar’s Analysis MMKZX

Will MMKZX outperform in future?

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

Solid in some respects, but just adequate in others.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

Despite teaming up with a solid partner, the MassMutual RetireSMART by JPM target-date series doesn't inspire confidence.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MMKZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 70.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

21.99 27.2 Mil

MassMutual Overseas I

9.73 12.0 Mil

Vanguard Developed Markets Index Instl

8.31 10.3 Mil

MassMutual Blue Chip Growth I

6.71 8.3 Mil

MassMutual International Eq I

5.78 7.1 Mil

JPMorgan Emerging Mkts Rsrch Enh Eq R6

4.83 6.0 Mil

MassMutual Equity Opports I

4.19 5.2 Mil

JPMorgan Large Cap Value R6

3.06 3.8 Mil

MassMutual Fundamental Value I

3.04 3.8 Mil

MassMutual Strategic Bond I

2.60 3.2 Mil