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.
MassMutual RetireSMART by JPM 2025 Svc MMISX
NAV / 1-Day Return
11.03
/
0.00
Total Assets
162.2 Mil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Above Average
Longest Manager Tenure
12.38
years
Category
Target-Date 2025
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
3.53%
Turnover
35%
Morningstar’s Fund Analysis MMISX
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Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMISX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MMISX 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 MMISX’s parent organization’s priorities and whether they’re in line with investors’ interests.
MassMutual RetireSMART to Continue Its Partnership With J.P. Morgan; Ratings Remain Unchanged
