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Morningstar

MassMutual RetireSMART by JPM 2030 R3 MRYNX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 10.04  /  0.00
  • Total Assets 264.7 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.03%
  • Turnover 58%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 12:25 AM GMT+0

Morningstar’s Analysis MRYNX

Will MRYNX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MRYNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MRYNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MRYNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Greg Carlson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MRYNX

More MRYNX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 27
  • % Assets in Top 10 Holdings 72.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MassMutual Core Bond I

17.17
44,371,095
—

MM Equity Asset I

14.49
37,460,002
—

Vanguard Developed Markets Index Instl

6.91
17,862,104
—

MassMutual Total Return Bond I

5.74
14,829,272
—

MassMutual Strategic Bond I

5.69
14,713,925
—

MassMutual High Yield I

5.33
13,770,930
—

MassMutual Overseas I

5.30
13,704,097
—

MassMutual Equity Opports I

4.62
11,944,770
—

Vanguard Total Bond Market Index I

4.28
11,070,544
—

JPMorgan US Government MMkt IM

3.51
9,070,340
Cash and Equivalents