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MassMutual RetireSMART by JPM 2025 A MMSDX

Analyst rating as of
NAV / 1-Day Return
12.57  /  0.40 %
Total Assets
280.6 Mil
Adj. Expense Ratio
1.090%
Expense Ratio
1.090%
Fee Level
High
Longest Manager Tenure
10.91 years
Category
Target-Date 2025
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
2.87%
Turnover
73%
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Morningstar’s Analysis

Will MMSDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Promising young partnership despite manager changes.

Summary

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The MassMutual RetireSMART by JPMorgan series of target-date funds pairs JPMorgan’s industry-leading strategic and tactical allocation with a multimanager framework. In light of the retirement of Anne Lester, one of JPMorgan’s lead portfolio managers, the series maintains a Morningstar Analyst Rating of Neutral across all share classes.

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