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MassMutual RetireSMART by JPM 2040 A MRFAX

Analyst rating as of
NAV / 1-Day Return
14.07  /  0.71 %
Total Assets
346.0 Mil
Adj. Expense Ratio
1.110%
Expense Ratio
1.110%
Fee Level
High
Longest Manager Tenure
14.44 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.45%
Turnover
89%
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Morningstar’s Analysis

Will MRFAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A series with potential but limited resources poses concern.

Summary

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The MassMutual RetireSMART by J.P. Morgan series of target-date funds benefits from J.P. Morgan’s glide-path research and tactical allocation process, but MassMutual’s thin resources drive a downgrade of its People rating to Average from Above Average. As a result, the five cheaper share classes maintain a Morningstar Analyst Rating of Neutral and the two pricier share classes were downgraded to Negative.

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