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MassMutual RetireSMART by JPM 2050 Svc MMTSX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 7.75  /  1.44 %
  • Total Assets 192.0 Mil
  • Adj. Expense Ratio
    0.220%
  • Expense Ratio 0.730%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.57%
  • Turnover 60%

Morningstar’s Analysis MMTSX

Will MMTSX outperform in future?

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

Comanager Added to the MassMutual RetireSMART Target-Date Series; Ratings Unchanged

null Greg Carlson

Greg Carlson

Analyst Note

On Feb. 28, 2023, MassMutual announced that Michael Abata, who joined the firm's multi-asset team as a strategist in 2022, was promoted to comanager of the MassMutual RetireSMART by J.P. Morgan target-date series. He joins Rick Schulitz, MassMutual's multi-asset head who was serving as the series' sole manager from the firm. (Two J.P. Morgan managers are named on the series as well.) This change does not impact the series' Average People rating, and its Morningstar Analyst Rating continues to be Neutral for the six cheapest share classes and Negative for the most expensive shares. Abata previously served as an analyst and portfolio manager for Invesco from 2011-20, and also worked for Putnam as a portfolio manager from 1997-2008.

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Portfolio Holdings MMTSX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 72.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

22.58
42,839,633

MassMutual Overseas I

9.71
18,423,460

Vanguard Developed Markets Index Admiral

8.48
16,080,182

MassMutual Blue Chip Growth I

6.81
12,908,507

MassMutual International Eq I

6.06
11,502,538

JPMorgan Emerging Mkts Rsrch Enh Eq R6

5.11
9,691,334

MassMutual Equity Opports I

4.50
8,538,936

JPMorgan Large Cap Value R6

3.16
5,997,977

MassMutual Fundamental Value I

3.16
5,989,099

MassMutual Strat Emerg Mkts I

2.76
5,236,272