Skip to Content
Morningstar

MassMutual RetireSMART by JPM 2050 R3 MMRNX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 8.61  /  +1.06 %
  • Total Assets 148.8 Mil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.29%
  • Turnover 51%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis MMRNX

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

  • People Pillar

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

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.

by Greg Carlson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MMRNX

More MMRNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

25.17 38.3 Mil
—

MassMutual Overseas I

8.89 13.5 Mil
—

Vanguard Developed Markets Index Instl

8.17 12.4 Mil
—

MassMutual Blue Chip Growth I

7.72 11.7 Mil
—

JPMorgan Emerging Mkts Rsrch Enh Eq R6

5.66 8.6 Mil
—

MassMutual International Eq I

5.57 8.5 Mil
—

MassMutual Equity Opports I

4.76 7.2 Mil
—

MassMutual Fundamental Value I

3.32 5.0 Mil
—

JPMorgan Large Cap Value R6

3.30 5.0 Mil
—

MassMutual Strat Emerg Mkts I

2.90 4.4 Mil
—