MassMutual Select Blue Chip Growth Fund Class A (MBCGX)

16.45
Net Asset Value
-1.32%
1 Day
+0.18%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.75
Sales Expenses
1.23%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks growth of capital over the long term. Under normal circumstances, the fund invests at least 80% of net assets in the common stocks of large- and medium-sized blue chip growth companies. The fund's subadvisers, T. Rowe Price Associates, Inc. ("T. Rowe Price") and Loomis, Sayles & Company, L.P. ("Loomis Sayles"), 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.

Performance

1 month-0.78% 3 years+19.29%
3 months+4.22% 5 years+16.97%
1 year+12.71% Since inception+4.84%
Data through --

Peer Comparisonvs. Large growth

 MBCGXCategory
Performance 5-yr return+16.97%+14.09%
Expense ratio1.23%1.23%
Risk 5 year sharpe ratio1.050.98
Net assets$1.4B$2.7B
Average market cap$52.0B$70.2B
Average P/E28.222.3
Portfolio turnover33%33%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyMassMutual
Fund manager & tenureLarry Puglia / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock91.53%
International stock7.33%
Fixed income0.89%
Cash0.25%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 18.46%
Financial service 13.71%
Telecommunication 13.49%
Industrial materials 13.28%
Hardware 12.57%
Top 10 Holdings
Portfolio weighting
AMZN Amazon.com Inc3.92%
PCLN Priceline Group Inc3.01%
GILD Gilead Sciences Inc2.92%
MCK McKesson Corp2.85%
V Visa Inc Class A2.67%
BIIB Biogen Idec Inc2.63%
DHR Danaher Corp2.62%
MA MasterCard Inc Class A2.57%
FB Facebook Inc Class A2.47%
GOOG Google Inc Class C2.47%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.