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Morningstar

MassMutual RetireSMART by JPM In Ret R4 MDRZX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.76  /  −0.20 %
  • Total Assets 70.1 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.75%
  • Turnover 28%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:21 AM GMT+0

Morningstar’s Analysis MDRZX

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

  • People Pillar

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

The departure of a team leader doesn't alter this series' modest appeal.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

A thin team steers MassMutual RetireSMART by JPM target-date series after the departure of its lead manager. While it continues to utilize a solid partner, issues remain.

by Greg Carlson
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Portfolio Holdings MDRZX

More MDRZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MassMutual Core Bond I

21.37 15.8 Mil
—

MM Equity Asset I

10.76 8.0 Mil
—

MassMutual Strategic Bond I

7.16 5.3 Mil
—

MassMutual Total Return Bond I

7.16 5.3 Mil
—

MassMutual High Yield I

6.57 4.9 Mil
—

Vanguard Total Bond Market Index Adm

5.42 4.0 Mil
—

JPMorgan US Government MMkt IM

4.94 3.7 Mil
Cash and Equivalents

MassMutual Infl-Prot and Inc I

4.92 3.6 Mil
—

Vanguard Developed Markets Index Admiral

4.64 3.4 Mil
—

MassMutual Overseas I

3.49 2.6 Mil
—