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 2025 A MMSDX
- NAV / 1-Day Return 10.94 / +0.74 %
- Total Assets 125.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.970%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.69%
- Turnover 29%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis MMSDX
Will MMSDX 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 75.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MassMutual Core Bond I | 20.41 | 25.8 Mil | — |
MM Equity Asset I | 12.11 | 15.3 Mil | — |
MassMutual Total Return Bond I | 6.82 | 8.6 Mil | — |
MassMutual Strategic Bond I | 6.79 | 8.6 Mil | — |
MassMutual High Yield I | 6.26 | 7.9 Mil | — |
Vanguard Total Bond Market Index I | 5.69 | 7.2 Mil | — |
Vanguard Developed Markets Index Instl | 5.48 | 6.9 Mil | — |
MassMutual Infl-Prot and Inc I | 4.10 | 5.2 Mil | — |
MassMutual Equity Opports I | 3.88 | 4.9 Mil | — |
MassMutual Overseas I | 3.55 | 4.5 Mil | — |