Morningstar

MassMutual Blue Chip Growth Fund Class R3 MBCNX

Morningstar Medalist Rating
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Medalist Rating as of See MassMutual Investment Hub
  • NAV / 1-Day Return $9.60  /  +1.15 %
  • Fund Size $1.7B
  • Adjusted Expense Ratio 1.360%
  • Net Expense Ratio 1.350%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis MBCNX

Will MBCNX outperform in the 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 MBCNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MassMutual Blue Chip Growth R3 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MBCNX

More MBCNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.91 289M
Technology

Alphabet Inc Class A

7.28 132M
Communication Services

Meta Platforms Inc Class A

5.88 107M
Communication Services

Microsoft Corp

5.82 106M
Technology

Amazon.com Inc

4.62 84M
Consumer Cyclical

Tesla Inc

4.12 75M
Consumer Cyclical

Visa Inc Class A

3.52 64M
Financial Services

Alphabet Inc Class C

3.32 60M
Communication Services

Broadcom Inc

3.05 55M
Technology

Apple Inc

2.82 51M
Technology

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