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MassMutual RetireSMART by JPM 2020 Svc MRTSX

Analyst rating as of
NAV / 1-Day Return
12.84  /  0.23 %
Total Assets
343.6 Mil
Adj. Expense Ratio
0.740%
Expense Ratio
0.740%
Fee Level
Above Average
Longest Manager Tenure
14.17 years
Category
Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
3.28%
Turnover
69%
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Morningstar’s Analysis

Will MRTSX outperform in future?

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

Promising young partnership despite manager changes.

Summary

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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.

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