Despite teaming up with a solid partner, the MassMutual RetireSMART by JPM target-date series doesn't inspire confidence.
MassMutual RetireSMART by JPM 2060 Adm MMWFX
- NAV / 1-Day Return 9.58 / +0.84 %
- Total Assets 27.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.820%
- Distribution Fee Level High
- Share Class Type No Load
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Extensive
- Status Open
- TTM Yield 1.65%
- Turnover 33%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 11:52 PM GMT+0
Morningstar’s Analysis MMWFX
Will MMWFX 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 72.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MM Equity Asset I | 22.65 | 5.6 Mil | — |
MassMutual Overseas I | 9.97 | 2.5 Mil | — |
Vanguard Developed Markets Index Admiral | 8.60 | 2.1 Mil | — |
MassMutual Blue Chip Growth I | 6.91 | 1.7 Mil | — |
MassMutual International Eq I | 5.91 | 1.5 Mil | — |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | 5.01 | 1.2 Mil | — |
MassMutual Equity Opports I | 4.29 | 1.1 Mil | — |
JPMorgan Large Cap Value R6 | 3.14 | 778,153 | — |
MassMutual Fundamental Value I | 3.13 | 775,750 | — |
MassMutual Strat Emerg Mkts I | 2.69 | 666,628 | — |