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Morningstar

MassMutual RetireSMART by JPM 2035 R4 MMXZX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 10.08  /  0.10 %
  • Total Assets 149.7 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.71%
  • Turnover 63%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:13 AM GMT+0

Morningstar’s Analysis MMXZX

Will MMXZX 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 MMXZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MMXZX 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 MMXZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Greg Carlson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MMXZX

More MMXZX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 70.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

17.85
27,991,626
—

MassMutual Strategic Bond I

8.17
12,811,877
—

MassMutual Total Return Bond I

8.13
12,747,863
—

MassMutual Overseas I

7.49
11,750,559
—

Vanguard Developed Markets Index Instl

6.60
10,351,751
—

MassMutual Blue Chip Growth I

5.38
8,441,131
—

MassMutual Core Bond I

4.98
7,806,997
—

MassMutual International Eq I

4.64
7,275,917
—

JPMorgan Emerging Mkts Rsrch Enh Eq R6

3.84
6,018,189
—

MassMutual Equity Opports I

3.55
5,570,195
—