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, the team supporting the series is thinly staffed, and the series arguably uses an unwieldy number of strategies. As a result, the series’ six cheaper share classes earn a Morningstar Analyst Rating of Neutral while the priciest share class retains a Negative rating.
NAV / 1-Day Return
11.02 / 0.18 %
Adj. Expense Ratio
Longest Manager Tenure
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Fund Analysis MRFAX
Will MRFAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.