Skip to Content

MassMutual RetireSMART by JPM 2045 Svc MMKSX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 11.37  /  −0.18 %
  • Total Assets 129.1 Mil
  • Adj. Expense Ratio
    0.730%
  • 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 Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:27 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.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MMKSX

  • 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