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MassMutual RetireSMART by JPM 2030 R4 MRYZX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 10.99  /  +0.64 %
  • Total Assets 270.5 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.60%
  • Turnover 33%

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

Morningstar’s Analysis MRYZX

Will MRYZX 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

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Portfolio Holdings MRYZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 72.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MassMutual Core Bond I

16.48 45.1 Mil

MM Equity Asset I

14.72 40.3 Mil

Vanguard Developed Markets Index Instl

7.28 19.9 Mil

MassMutual Strategic Bond I

5.66 15.5 Mil

MassMutual Total Return Bond I

5.58 15.3 Mil

MassMutual Overseas I

5.51 15.1 Mil

MassMutual High Yield I

5.03 13.8 Mil

MassMutual Equity Opports I

4.58 12.5 Mil

Vanguard Total Bond Market Index I

4.21 11.5 Mil

MassMutual Strat Emerg Mkts I

3.12 8.5 Mil