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MassMutual RetireSMART by JPM In Ret Svc MDRSX

Analyst rating as of
NAV / 1-Day Return
11.24  /  0.44 %
Total Assets
107.8 Mil
Adj. Expense Ratio
0.710%
Expense Ratio
0.710%
Fee Level
Above Average
Longest Manager Tenure
15.15 years
Category
Target-Date Retirement
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
3.13%
Turnover
28%
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Morningstar’s Analysis

Will MDRSX outperform in future?

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

MassMutual RetireSMART to Continue Its Partnership With J.P. Morgan; Ratings Remain Unchanged

Analyst Note

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MassMutual announced in October 2021 that it will adopt the glide path adjustments that J.P. Morgan revealed for its SmartRetirement Series a month prior. MassMutual weighed the impact of the recommended changes and opted to continue to mirror J.P. Morgan's glide path.

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