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MassMutual Blue Chip Growth R3 MBCNX

Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 15.71  /  −1.50 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 16%

USD | NAV as of Apr 12, 2024 | 1-Day Return as of Apr 12, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MBCNX

Will MBCNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

MassMutual Blue Chip Growth R3 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 highest quintile among peers.

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Portfolio Holdings MBCNX

  • 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