The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
MassMutual Blue Chip Growth R5 MBCSX
- NAV / 1-Day Return 21.49 / +1.75 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.750%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 16%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0
Morningstar’s Analysis MBCSX
Will MBCSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |