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Morningstar

MassMutual RetireSMART by JPM 2060 I MMWIX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 9.38  /  0.00
  • Total Assets 27.3 Mil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.81%
  • Turnover 33%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:21 AM GMT+0

Morningstar’s Analysis MMWIX

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

  • People Pillar

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

The departure of a team leader doesn't alter this series' modest appeal.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

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.

by Greg Carlson
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Portfolio Holdings MMWIX

More MMWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

24.51 6.7 Mil
—

MassMutual Overseas I

9.19 2.5 Mil
—

Vanguard Developed Markets Index Admiral

8.05 2.2 Mil
—

MassMutual Blue Chip Growth I

7.32 2.0 Mil
—

MassMutual International Eq I

5.65 1.6 Mil
—

JPMorgan Emerging Mkts Rsrch Enh Eq R6

5.48 1.5 Mil
—

MassMutual Equity Opports I

4.83 1.3 Mil
—

MassMutual Fundamental Value I

3.48 954,342
—

JPMorgan Large Cap Value R6

3.46 950,282
—

MassMutual Strat Emerg Mkts I

2.99 821,719
—