Skip to Content
Morningstar

MassMutual RetireSMART by JPM 2035 A MMXAX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 11.45  /  +0.97 %
  • Total Assets 153.2 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.71%
  • Turnover 37%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MMXAX

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

  • People Pillar

    The People Pillar is our evaluation of the MMXAX 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 MMXAX’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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MMXAX

More MMXAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

19.25 29.7 Mil
—

MassMutual Total Return Bond I

9.43 14.5 Mil
—

MassMutual Strategic Bond I

9.38 14.5 Mil
—

MassMutual Overseas I

6.72 10.4 Mil
—

Vanguard Developed Markets Index Instl

6.57 10.1 Mil
—

MassMutual Blue Chip Growth I

5.91 9.1 Mil
—

MassMutual Core Bond I

5.06 7.8 Mil
—

JPMorgan Emerging Mkts Rsrch Enh Eq R6

4.26 6.6 Mil
—

MassMutual International Eq I

4.19 6.5 Mil
—

MassMutual Equity Opports I

3.63 5.6 Mil
—