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MassMutual RetireSMART by JPM 2035 A MMXAX

Analyst rating as of
NAV / 1-Day Return
14.60  /  0.48 %
Total Assets
195.5 Mil
Adj. Expense Ratio
1.110%
Expense Ratio
1.110%
Fee Level
High
Longest Manager Tenure
11.55 years
Category
Target-Date 2035
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.72%
Turnover
92%
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Morningstar’s Analysis

Will MMXAX outperform in future?

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

Uncertainty around the strength of the team and process implementation dims this series’ appeal.

Summary

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The MassMutual RetireSMART by J.P. Morgan series of target-date funds leverages J.P. Morgan’s glide-path research and tactical allocation process. But it sometimes strays from J.P. Morgan’s best thinking through its implementation. Recent changes to the J.P. Morgan’s series also bring to light questions around the depth of the partnership. As a result, the series’ five cheaper share classes maintain a Morningstar Analyst Rating of Neutral and the two pricier share classes retain a Negative rating.

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