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Morningstar

MassMutual Blue Chip Growth A MBCGX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 20.56  /  0.24 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 16%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:14 PM GMT+0

Morningstar’s Analysis MBCGX

Will MBCGX 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 MBCGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MBCGX 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 MBCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MassMutual Blue Chip Growth A earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MBCGX

More MBCGX Holdings
  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 3
  • Other Holdings 11
  • % Assets in Top 10 Holdings 53.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.74
209,086,177
Technology

NVIDIA Corp

6.80
146,068,337
Technology

Amazon.com Inc

6.67
143,260,426
Consumer Cyclical

Meta Platforms Inc Class A

6.19
132,853,432
Communication Services

Apple Inc

5.79
124,371,567
Technology

Visa Inc Class A

4.25
91,310,750
Financial Services

Tesla Inc

4.23
90,838,618
Consumer Cyclical

Alphabet Inc Class C

3.97
85,131,062
Communication Services

Alphabet Inc Class A

3.76
80,768,886
Communication Services

Netflix Inc

2.42
51,970,221
Communication Services