MBCSX: MassMutual Select Blue Chip Growth Fund - MutualFunds.com
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MassMutual Select Blue Chip Growth R5

MBCSX - Snapshot

Vitals

  • YTD Return 1.8%
  • 3 Yr Annualized Return 20.6%
  • 5 Yr Annualized Return 19.3%
  • Net Assets $4.6 B
  • Holdings in Top 10 42.2%

52 WEEK LOW AND HIGH

$30.61
$18.19
$31.17

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.74%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 28.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA N/A

Fund Classification

Compare MBCSX to Popular U.S. Large-Cap Growth Equity Funds and ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

American Funds The Growth Fund of America®

Fund

$70.35

-0.43%

$255.67 B

0.24%

$0.17

4.16%

-

Invesco QQQ Trust

QQQ | ETF

$325.42

-0.29%

$152.72 B

0.53%

$1.74

3.72%

-

Vanguard Growth Index Fund

VUG | ETF

$259.84

-0.09%

$145.66 B

0.49%

$1.28

2.57%

-

Vanguard Growth Index Fund

Fund

$133.80

-0.06%

$145.66 B

-

$0.00

2.53%

-

Fidelity® Contrafund® Fund

Fund

$17.21

-0.17%

$136.39 B

-

$0.00

2.68%

-

MBCSX - Profile

Distributions

  • YTD Total Return 1.8%
  • 3 Yr Annualized Total Return 20.6%
  • 5 Yr Annualized Total Return 19.3%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -0.04%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    MassMutual Select Blue Chip Growth Fund
  • Fund Family Name
    MassMutual
  • Inception Date
    May 31, 2001
  • Shares Outstanding
    N/A
  • Share Class
    Inst
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Larry Puglia

Fund Description

Under normal circumstances, the fund invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in the common stocks of large- and medium-sized blue chip growth companies. The fund's subadvisers currently define blue chip growth companies to mean firms that, in their view, are well-established in their industries and have the potential for above-average earnings growth.

MBCSX - Performance

Return Ranking - Trailing

Period MBCSX Return Category Return Low Category Return High Rank in Category (%)
YTD 1.8% -2.4% 21.3% 71.77%
1 Yr 33.5% -9.0% 145.0% 52.95%
3 Yr 20.6%* -6.6% 51.8% 50.86%
5 Yr 19.3%* -6.8% 39.6% 35.22%
10 Yr 17.4%* 6.9% 23.9% 15.70%

* Annualized

Return Ranking - Calendar

Period MBCSX Return Category Return Low Category Return High Rank in Category (%)
2020 27.5% -67.0% 145.0% 40.72%
2019 23.6% -28.8% 76.0% 53.80%
2018 -5.8% -64.5% 19.1% 21.41%
2017 29.3% -68.7% 64.3% 7.92%
2016 -2.3% -56.6% 15.3% 63.97%

Total Return Ranking - Trailing

Period MBCSX Return Category Return Low Category Return High Rank in Category (%)
YTD 1.8% -2.4% 21.3% 71.77%
1 Yr 33.5% -9.0% 145.0% 49.36%
3 Yr 20.6%* -8.4% 51.8% 48.63%
5 Yr 19.3%* -7.9% 39.6% 33.20%
10 Yr 17.4%* 6.9% 23.9% 15.52%

* Annualized

Total Return Ranking - Calendar

Period MBCSX Return Category Return Low Category Return High Rank in Category (%)
2020 27.5% -67.0% 145.0% 40.72%
2019 23.6% -28.8% 76.0% 53.96%
2018 -5.8% -64.5% 29.5% 44.40%
2017 35.1% -24.8% 64.3% 7.03%
2016 2.3% -56.6% 17.1% 50.42%

NAV & Total Return History

MBCSX - Holdings

Concentration Analysis

MBCSX Category Low Category High MBCSX % Rank
Net Assets 4.6 B 10.3 K 256 B 31.44%
Number of Holdings 147 1 2373 15.80%
Net Assets in Top 10 1.94 B 378 K 96.2 B 32.49%
Weighting of Top 10 42.18% 10.8% 100.0% 62.25%

Top 10 Holdings

  1. Amazon.com Inc 9.29%
  2. Facebook Inc A 5.89%
  3. Microsoft Corp 4.52%
  4. Visa Inc Class A 4.21%
  5. Alphabet Inc Class C 3.80%
  6. Alibaba Group Holding Ltd ADR 3.73%
  7. NVIDIA Corp 3.41%
  8. NVIDIA Corp 3.41%
  9. NVIDIA Corp 3.41%
  10. NVIDIA Corp 3.41%

Asset Allocation

Weighting Return Low Return High MBCSX % Rank
Stocks 		99.20% 51.75% 123.35% 44.94%
Cash 		0.80% -23.35% 48.25% 49.26%
Preferred Stocks 		0.00% 0.00% 2.61% 41.54%
Other 		0.00% -5.20% 20.00% 46.96%
Convertible Bonds 		0.00% 0.00% 7.90% 36.13%
Bonds 		0.00% -0.73% 20.94% 39.91%

Stock Sector Breakdown

Weighting Return Low Return High MBCSX % Rank
Technology 		27.85% 0.00% 88.51% 71.88%
Communication Services 		18.59% 0.00% 68.14% 14.54%
Consumer Cyclical 		18.47% 0.00% 37.58% 27.15%
Healthcare 		13.35% 0.00% 61.09% 53.04%
Financial Services 		10.29% 0.00% 41.22% 45.62%
Industrials 		7.32% 0.00% 29.82% 32.20%
Consumer Defense 		2.95% 0.00% 19.49% 60.39%
Energy 		0.53% 0.00% 8.49% 21.51%
Real Estate 		0.36% 0.00% 22.68% 71.88%
Basic Materials 		0.29% 0.00% 19.40% 68.10%
Utilities 		0.00% 0.00% 11.81% 57.05%

Stock Geographic Breakdown

Weighting Return Low Return High MBCSX % Rank
US 		88.36% 11.31% 121.24% 76.56%
Non US 		10.84% 0.00% 80.40% 16.47%

MBCSX - Expenses

Operational Fees

MBCSX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.74% 0.01% 23.28% 74.75%
Management Fee 0.61% 0.00% 1.50% 45.04%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee 0.10% 0.01% 1.02% 47.94%

Sales Fees

MBCSX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.25% 8.50% N/A
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

MBCSX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.50% 5.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

MBCSX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 28.00% 0.00% 358.00% 30.90%

MBCSX - Distributions

Dividend Yield Analysis

MBCSX Category Low Category High MBCSX % Rank
Dividend Yield 0.00% 0.00% 5.92% 37.40%

Dividend Distribution Analysis

MBCSX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Semi-Annually Annually

Net Income Ratio Analysis

MBCSX Category Low Category High MBCSX % Rank
Net Income Ratio -0.04% -56.00% 1.99% 50.91%

Capital Gain Distribution Analysis

MBCSX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

Dividend Payout History

View More +

MBCSX - Fund Manager Analysis

Managers

Larry Puglia

Start Date

Tenure

Tenure Rank

Feb 28, 2006

14.85

14.9%

Larry J. Puglia is a portfolio manager in the U.S. Equity Division and is lead manager for T.Rowe Price's US Large-Cap Core Growth Equity Strategy. He joined T.Rowe Price Associates in 1990 and his investment experience dates from 1989.

Aziz Hamzaogullari

Start Date

Tenure

Tenure Rank

Jan 13, 2015

5.97

6.0%

Aziz Hamzaogullari is the chief investment officer and founder of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles large cap, global and all cap growth strategies, including the Loomis Sayles Growth and Global Growth mutual funds and products outside the US. Aziz is also an executive vice president and a member of the firm’s Board of Directors. He joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager and managing director. Aziz joined Evergreen in 2001, was promoted to director of research in 2003 and portfolio manager in 2006. He was head of Evergreen’s Berkeley Street Growth Equity team and was the founder of the research and investment process. Prior to Evergreen, Aziz was a senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 26 years of investment industry experience. Aziz earned a BS from Bilkent University, Turkey, and an MBA from George Washington University. He is also a member of CFA Society Boston.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.01 53.03 7.61 1.0

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