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Morningstar

MassMutual RetireSMART by JPM 2035 Svc MMXSX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 10.54  /  1.05 %
  • Total Assets 157.1 Mil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.740%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.94%
  • Turnover 63%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 11:37 PM GMT+0

Morningstar’s Analysis MMXSX

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

People Pillar

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

Comanager Added to the MassMutual RetireSMART Target-Date Series; Ratings Unchanged

null Greg Carlson

Greg Carlson

Analyst Note

On Feb. 28, 2023, MassMutual announced that Michael Abata, who joined the firm's multi-asset team as a strategist in 2022, was promoted to comanager of the MassMutual RetireSMART by J.P. Morgan target-date series. He joins Rick Schulitz, MassMutual's multi-asset head who was serving as the series' sole manager from the firm. (Two J.P. Morgan managers are named on the series as well.) This change does not impact the series' Average People rating, and its Morningstar Analyst Rating continues to be Neutral for the six cheapest share classes and Negative for the most expensive shares. Abata previously served as an analyst and portfolio manager for Invesco from 2011-20, and also worked for Putnam as a portfolio manager from 1997-2008.

by Greg Carlson
Published on

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Portfolio Holdings MMXSX

More MMXSX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 70.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MM Equity Asset I

17.63
27,240,928
—

MassMutual Strategic Bond I

8.27
12,776,778
—

MassMutual Total Return Bond I

8.25
12,743,405
—

MassMutual Overseas I

7.42
11,464,982
—

Vanguard Developed Markets Index Admiral

6.64
10,264,282
—

MassMutual Blue Chip Growth I

5.31
8,203,711
—

MassMutual Core Bond I

5.04
7,784,176
—

MassMutual International Eq I

4.63
7,158,177
—

JPMorgan Emerging Mkts Rsrch Enh Eq R6

3.89
6,005,344
—

MassMutual Equity Opports I

3.51
5,423,917
—