Skip to Content

MassMutual RetireSMART by JPM 2040 Svc MFRSX

Analyst rating as of
NAV / 1-Day Return
14.56  /  0.61 %
Total Assets
306.4 Mil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
Above Average
Longest Manager Tenure
15.01 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.64%
Turnover
33%
Premium

Morningstar’s Analysis

Will MFRSX outperform in future?

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

MassMutual RetireSMART to Continue Its Partnership With J.P. Morgan; Ratings Remain Unchanged

Analyst Note

| |

MassMutual announced in October 2021 that it will adopt the glide path adjustments that J.P. Morgan revealed for its SmartRetirement Series a month prior. MassMutual weighed the impact of the recommended changes and opted to continue to mirror J.P. Morgan's glide path.

Unlock our full analysis with Morningstar Premium