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.
Morningstar’s Fund Analysis MMWSX
Will MMWSX 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 MMWSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MMWSX 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 MMWSX’s parent organization’s priorities and whether they’re in line with investors’ interests.