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MassMutual RetireSMART by JPM 2040 Svc MFRSX

Analyst rating as of
NAV / 1-Day Return
10.23  /  2.10 %
Total Assets
223.9 Mil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
Above Average
Longest Manager Tenure
15.84 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
4.03%
Turnover
33%

Morningstar’s Fund Analysis MFRSX

Will MFRSX outperform in future?

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

Unappealing despite some solid elements.

Senior Analyst

Summary

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The MassMutual RetireSMART by J.P. Morgan series of target-date funds leverages J.P. Morgan’s glide-path research and tactical allocation process. But it sometimes strays from J.P. Morgan’s best thinking through its implementation, the team supporting the series is thinly staffed, and the series arguably uses an unwieldy number of strategies. As a result, the series’ six cheaper share classes earn a Morningstar Analyst Rating of Neutral while the priciest share class retains a Negative rating.

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