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MassMutual RetireSMART by JPM 2060 Svc MMWGX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.62  /  +0.73 %
  • Total Assets 27.2 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 1.70%
  • 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 MMWGX

Will MMWGX outperform in future?

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

Solid in some respects, but just adequate in others.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

Despite teaming up with a solid partner, the MassMutual RetireSMART by JPM target-date series doesn't inspire confidence.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MMWGX

  • 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