On April 12, Rick Schulitz, a portfolio manager of this series since its 2006 launch, and the firm’s head of multi-asset solutions, will depart the series and the firm. Michael Abata, the only other manager of the series who works for MassMutual (the other two managers are from J.P. Morgan), will become interim head of multi-asset solutions. Abata joined the firm two years ago. Given these changes, we are placing the series’ Morningstar Medalist Rating Under Review.
MassMutual RetireSMART by JPM 2060 R4 MMWCX
- NAV / 1-Day Return 9.19 / +0.88 %
- Total Assets 26.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.970%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.49%
- Turnover 33%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:11 AM GMT+0
Morningstar’s Analysis MMWCX
Will MMWCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 75.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MM Equity Asset I | 24.51 | 6.7 Mil | — |
MassMutual Overseas I | 9.19 | 2.5 Mil | — |
Vanguard Developed Markets Index Admiral | 8.05 | 2.2 Mil | — |
MassMutual Blue Chip Growth I | 7.32 | 2.0 Mil | — |
MassMutual International Eq I | 5.65 | 1.6 Mil | — |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | 5.48 | 1.5 Mil | — |
MassMutual Equity Opports I | 4.83 | 1.3 Mil | — |
MassMutual Fundamental Value I | 3.48 | 954,342 | — |
JPMorgan Large Cap Value R6 | 3.46 | 950,282 | — |
MassMutual Strat Emerg Mkts I | 2.99 | 821,719 | — |