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Morningstar

MassMutual Blue Chip Growth R3 MBCNX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 15.25  /  −0.46 %
  • Total Assets 2.5 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 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 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.

  • 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.

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.

by Morningstar Manager Research
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Portfolio Holdings MBCNX

More MBCNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.97 261.5 Mil
Technology

NVIDIA Corp

8.87 232.5 Mil
Technology

Amazon.com Inc

7.25 190.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

6.05 158.7 Mil
Communication Services

Apple Inc

4.30 112.8 Mil
Technology

Visa Inc Class A

3.99 104.7 Mil
Financial Services

Alphabet Inc Class C

3.45 90.4 Mil
Communication Services

Alphabet Inc Class A

3.38 88.5 Mil
Communication Services

Netflix Inc

3.02 79.2 Mil
Communication Services

Fixed Inc Clearing Corp.Repo

2.92 76.5 Mil
Cash and Equivalents