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.
MassMutual RetireSMART by JPM 2045 Svc MMKSX
- NAV / 1-Day Return 10.90 / 0.00
- Total Assets 124.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.730%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Target-Date 2045
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.46%
- Turnover 41%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:21 AM GMT+0
Morningstar’s Analysis MMKSX
Will MMKSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 73.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MM Equity Asset I | 23.34 | 30.1 Mil | — |
MassMutual Overseas I | 8.73 | 11.3 Mil | — |
Vanguard Developed Markets Index Instl | 7.89 | 10.2 Mil | — |
MassMutual Blue Chip Growth I | 6.97 | 9.0 Mil | — |
MassMutual International Eq I | 5.37 | 6.9 Mil | — |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | 5.15 | 6.7 Mil | — |
MassMutual Equity Opports I | 4.63 | 6.0 Mil | — |
MassMutual Total Return Bond I | 3.82 | 4.9 Mil | — |
MassMutual Strategic Bond I | 3.82 | 4.9 Mil | — |
JPMorgan Large Cap Value R6 | 3.32 | 4.3 Mil | — |