The MassMutual RetireSMART by JPMorgan series of target-date funds pairs JPMorgan’s industry-leading strategic and tactical allocation with a multimanager framework. In light of the retirement of Anne Lester, one of JPMorgan’s lead portfolio managers, the series maintains a Morningstar Analyst Rating of Neutral across all share classes.
Will MRDAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MRDAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MRDAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MRDAX’s parent organization’s priorities and whether they’re in line with investors’ interests.