SubadvisorJ.P. Morgan Investment Management Inc.
Morningstar CategoryRetirement Income
- Anne Lester | J.P. Morgan Investment Management Inc. | Managed the fund since September 2018
- Daniel Oldroyd, CFA, CAIA | J.P. Morgan Investment Management Inc. | Managed the fund since September 2018
- Frederick (Rick) Schulitz, CFA | MML Investment Advisers, LLC | Managed the fund since March 2006
The Fund seeks current income and some capital appreciation.
The Fund is a “fund of funds” and seeks to achieve its investment objective by investing in a combination of U.S. domestic and international mutual funds (“Underlying Funds”) using an asset allocation strategy designed for investors who are retired or expect to retire soon. J.P. Morgan Investment Management Inc. (J.P. Morgan) serves as subadviser to the Series. Most of the Fund’s assets will typically be invested in mutual funds advised by MML Advisers, J.P. Morgan, or their affiliates. The Fund’s assets are allocated among Underlying Funds according to an asset allocation strategy that emphasizes fixed income and money market funds, but also includes smaller allocations to equity and certain other funds. The Fund is designed for use as part of an overall investment strategy by an investor who is already in retirement or expects to retire soon.
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The Fund’s Principal Risks include - Allocation Risk, Bank Loans Risk, Below Investment Grade Risk, Cash Position Risk, Commodities-Related Investment Risk, Convertible Securities Risk, Credit Risk, Defaulted and Distressed Securities Risk, Derivatives Risk, Dollar Roll and Reverse Repurchase Agreement Transaction Risk, Equity Securities Risk, Fixed Income Securities Risk, Foreign Investment Risk; Emerging Markets Risk; Currency Risk, Geographic Focus Risk, Growth Company Risk, Index Funds Risk, Inflation Risk, Inflation-Linked Securities Risk, Large Company Risk, Liquidity Risk, Management Risk, Market Risk, Mortgage-and Asset-Backed Securities Risk, Preferred Stock Risk, Real Estate Risk; REIT Risk, Repurchase Agreement Risk, Risk of Investment in Other Funds or Pools, Sector Risk, Small and Mid-Cap Company Risk, Sovereign Debt Obligation Risk, Tactical Allocation Risk, U.S. Government Securities Risk, Valuation Risk, Value Company Risk, When-Issued, Delayed Delivery, TBA, and Forward Commitment Transaction Risk. Please refer to the summary prospectus (via the link below or by sending an email to firstname.lastname@example.org) for more information on the specific risks.