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Morningstar

MassMutual RetireSMART by JPM 2050 Svc MMTSX

Morningstar Medalist Rating
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%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 11:37 PM GMT+0

Morningstar’s Analysis MMTSX

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

People Pillar

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

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.

by Greg Carlson
Published on

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Portfolio Holdings MMTSX

More MMTSX Holdings
  • 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
—