Morningstar

MassMutual Blue Chip Growth Fund Class R4 MBGFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See MassMutual Investment Hub
  • NAV / 1-Day Return $14.59  /  +0.14 %
  • Fund Size $1.8B
  • Adjusted Expense Ratio 1.110%
  • Net Expense Ratio 1.110%
  • Fee Level: Distribution Average
  • 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 MBGFX

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

  • People Pillar

    The People Pillar is our evaluation of the MBGFX 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 MBGFX’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 R4 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MBGFX

More MBGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.35 268M
Technology

Alphabet Inc Class A

7.95 149M
Communication Services

Tesla Inc

5.04 94M
Consumer Cyclical

Meta Platforms Inc Class A

4.76 89M
Communication Services

Amazon.com Inc

4.60 86M
Consumer Cyclical

Microsoft Corp

4.43 83M
Technology

Alphabet Inc Class C

3.62 68M
Communication Services

Visa Inc Class A

3.49 65M
Financial Services

Applied Materials Inc

3.26 61M
Technology

Broadcom Inc

3.24 61M
Technology

Sponsor Center