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.
MassMutual RetireSMART by JPM 2055 Svc MMWSX
NAV / 1-Day Return
9.80
/
0.51
%
Total Assets
58.6 Mil
Adj. Expense Ratio
0.730%
Expense Ratio
0.730%
Fee Level
Above Average
Longest Manager Tenure
8.90
years
Category
Target-Date 2055
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
3.73%
Turnover
38%
Morningstar’s Fund Analysis MMWSX
Will MMWSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
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.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of MMWSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
MassMutual RetireSMART to Continue Its Partnership With J.P. Morgan; Ratings Remain Unchanged
