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Morningstar

MassMutual Blue Chip Growth Adm MBCLX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 17.20  /  1.59 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.13%
  • Turnover 16%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 12:18 AM GMT+00:00

Morningstar’s Analysis MBCLX

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

People Pillar

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit MassMutual Blue Chip Growth Adm to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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