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Morningstar

MassMutual RetireSMART by Jpm 2065 R4 MMZFX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 11.24  /  +0.18 %
  • Total Assets 1.2 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2065+
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.19%
  • Turnover —

USD | NAV as of May 11, 2024 | 1-Day Return as of May 11, 2024, 12:08 AM GMT+0

Morningstar’s Analysis MMZFX

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

  • People Pillar

    The People Pillar is our evaluation of the MMZFX 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 MMZFX’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

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Portfolio Holdings MMZFX

More MMZFX 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

24.49 241,224
—

MassMutual Overseas I

9.20 90,589
—

Vanguard Developed Markets Index Admiral

7.94 78,261
—

MassMutual Blue Chip Growth I

7.31 72,056
—

MassMutual International Eq I

5.69 56,077
—

JPMorgan Emerging Mkts Rsrch Enh Eq R6

5.52 54,340
—

MassMutual Equity Opports I

4.87 47,949
—

JPMorgan Large Cap Value R6

3.48 34,258
—

MassMutual Fundamental Value I

3.47 34,222
—

MassMutual Strat Emerg Mkts I

3.01 29,640
—