MassMutual RetireSMART by J.P. Morgan’s Morningstar Analyst Rating is Under Review as we evaluate potential changes to the series’ glide path and retirement-income portfolio. This series mimics the glide path and tactical tilts of the J.P. Morgan SmartRetirement series. On Sept. 8, 2021, J.P. Morgan announced the SmartRetirement series will increase the allocation to stocks throughout the glide path and manage the retirement-income portfolio more dynamically starting in 2022. MassMutual hasn’t announced if it will make similar changes.
Will MRFYX 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 MRFYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MRFYX 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 MRFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.