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MassMutual RetireSMART by JPM 2025 Svc MMISX

Analyst rating as of
NAV / 1-Day Return
10.94  /  1.11 %
Total Assets
159.2 Mil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Above Average
Longest Manager Tenure
12.36 years
Category
Target-Date 2025
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.53%
Turnover
35%

Morningstar’s Fund Analysis MMISX

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

Analyst Note

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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.

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