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Morningstar

MassMutual Blue Chip Growth Svc MBCYX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 21.09  /  1.49 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.19%
  • Turnover 16%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 10:17 PM GMT+0

Morningstar’s Analysis MBCYX

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

People Pillar

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

MassMutual Blue Chip Growth Svc 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

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MBCYX

More MBCYX Holdings
  • Current Portfolio Date
  • Equity Holdings 99
  • Bond Holdings 1
  • Other Holdings 10
  • % Assets in Top 10 Holdings 54.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.03
250,029,576
Technology

NVIDIA Corp

6.75
168,256,628
Technology

Amazon.com Inc

6.60
164,619,781
Consumer Cyclical

Apple Inc

6.39
159,310,277
Technology

Meta Platforms Inc Class A

6.26
156,088,709
Communication Services

Tesla Inc

4.28
106,838,808
Consumer Cyclical

Visa Inc Class A

4.26
106,202,006
Financial Services

Alphabet Inc Class C

3.68
91,813,932
Communication Services

Alphabet Inc Class A

3.09
77,098,291
Communication Services

Netflix Inc

2.72
67,704,194
Communication Services