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MassMutual RetireSMART by JPM 2020 A MRTAX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 10.81  /  +0.46 %
  • Total Assets 117.4 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.13%
  • Turnover 31%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:11 AM GMT+0

Morningstar’s Analysis MRTAX

Will MRTAX outperform in future?

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

Solid in some respects, but just adequate in others.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

Despite teaming up with a solid partner, the MassMutual RetireSMART by JPM target-date series doesn't inspire confidence.

Rated on Published on

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Portfolio Holdings MRTAX

  • 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

MassMutual Core Bond I

22.06 26.7 Mil

MM Equity Asset I

9.40 11.4 Mil

JPMorgan US Government MMkt IM

7.79 9.4 Mil
Cash and Equivalents

MassMutual Strategic Bond I

7.58 9.2 Mil

MassMutual Total Return Bond I

7.47 9.0 Mil

MassMutual High Yield I

7.26 8.8 Mil

Vanguard Total Bond Market Index I

5.95 7.2 Mil

Vanguard Developed Markets Index Instl

5.09 6.2 Mil

MassMutual Infl-Prot and Inc I

3.65 4.4 Mil

MassMutual Overseas I

3.48 4.2 Mil