The MassMutual RetireSMART by J.P. Morgan series of target-date funds leverages J.P. Morgan’s glide-path research and tactical allocation process. But it sometimes strays from J.P. Morgan’s best thinking through its implementation, the team supporting the series is thinly staffed, and the series arguably uses an unwieldy number of strategies. As a result, the series’ six cheaper share classes earn a Morningstar Analyst Rating of Neutral while the priciest share class retains a Negative rating.
- NAV / 1-Day Return 10.39 / 0.97 %
- Total Assets 259.5 Mil
Adj. Expense Ratio
- Expense Ratio 0.760%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.88%
- Turnover 61%
Morningstar’s Analysis MFRSX
Will MFRSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.