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 2020 Svc MRTSX
NAV / 1-Day Return
11.11
/
0.63
%
Total Assets
183.1 Mil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Above Average
Longest Manager Tenure
15.62
years
Category
Target-Date 2020
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
3.45%
Turnover
30%
Morningstar’s Fund Analysis MRTSX
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Process Pillar
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People Pillar
The People Pillar is our evaluation of the MRTSX 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 MRTSX’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
