Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
MassMutual Blue Chip Growth R4 MBGFX
- NAV / 1-Day Return 18.80 / +1.02 %
- Total Assets 2.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.090%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 16%
USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:18 PM GMT+0
Morningstar’s Analysis MBGFX
Will MBGFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 53.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 10.07 | 236.5 Mil | Technology |
Amazon.com Inc | 6.96 | 163.4 Mil | Consumer Cyclical |
NVIDIA Corp | 6.77 | 158.9 Mil | Technology |
Meta Platforms Inc Class A | 6.16 | 144.7 Mil | Communication Services |
Apple Inc | 5.64 | 132.4 Mil | Technology |
Visa Inc Class A | 4.23 | 99.3 Mil | Financial Services |
Tesla Inc | 3.67 | 86.3 Mil | Consumer Cyclical |
Alphabet Inc Class C | 3.65 | 85.8 Mil | Communication Services |
Alphabet Inc Class A | 3.54 | 83.1 Mil | Communication Services |
Netflix Inc | 2.74 | 64.4 Mil | Communication Services |