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MassMutual RetireSMART by JPM 2045 A MMKAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MassMutual Investment Hub

Morningstar’s Analysis MMKAX

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

  • People Pillar

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

Placing This Series Under Review Because of the Upcoming Departure of Its Lead Manager

null Greg Carlson

Greg Carlson

Analyst Note

On April 12, Rick Schulitz, a portfolio manager of this series since its 2006 launch, and the firm’s head of multi-asset solutions, will depart the series and the firm. Michael Abata, the only other manager of the series who works for MassMutual (the other two managers are from J.P. Morgan), will become interim head of multi-asset solutions. Abata joined the firm two years ago. Given these changes, we are placing the series’ Morningstar Medalist Rating Under Review.

by Greg Carlson
Published on

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