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MassMutual RetireSMART by JPM 2035 A MMXAX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 11.00  /  +0.64 %
  • Total Assets 166.0 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/Extensive
  • Status Open
  • TTM Yield 1.77%
  • Turnover 37%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:11 AM GMT+0

Morningstar’s Analysis MMXAX

Will MMXAX 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

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Portfolio Holdings MMXAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 70.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

17.78 28.8 Mil

MassMutual Strategic Bond I

8.20 13.3 Mil

MassMutual Total Return Bond I

8.08 13.1 Mil

MassMutual Overseas I

7.74 12.5 Mil

Vanguard Developed Markets Index Instl

6.69 10.8 Mil

MassMutual Blue Chip Growth I

5.42 8.8 Mil

MassMutual Core Bond I

4.90 7.9 Mil

MassMutual International Eq I

4.62 7.5 Mil

JPMorgan Emerging Mkts Rsrch Enh Eq R6

3.84 6.2 Mil

MassMutual Equity Opports I

3.42 5.5 Mil