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.
Morningstar’s Fund Analysis MMWIX
Will MMWIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMWIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MMWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MMWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.