| 18.12 Net Asset Value | +0.95% 1 Day | +6.97% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 0.98% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +6.65% | 3 years | +19.55% | |
| 3 months | +6.30% | 5 years | +18.18% | |
| 1 year | +12.63% | Since inception | +5.02% |
| MBCLX | Category | |
|---|---|---|
| Performance 5-yr return | +18.18% | +14.09% |
| Expense ratio | 0.98% | 1.22% |
| Risk 5 year sharpe ratio | 1.15 | 1.03 |
| Net assets | $1.4B | $2.7B |
| Average market cap | $52.0B | $70.2B |
| Average P/E | 28.2 | 20.9 |
| Portfolio turnover | 33% | 33% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | MassMutual |
| Fund manager & tenure | Larry Puglia / 8 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| U.S. stock | 91.53% |
| International stock | 7.33% |
| Fixed income | 0.89% |
| Cash | 0.25% |
| Other | 0.00% |
| Consumer service | 18.46% |
| Financial service | 13.71% |
| Telecommunication | 13.49% |
| Industrial materials | 13.28% |
| Hardware | 12.57% |
| AMZN Amazon | 3.92% |
| PCLN Priceline | 3.01% |
| GILD Gilead Sciences | 2.92% |
| MCK McKesson Corp | 2.85% |
| V Visa | 2.67% |
| BIIB Biogen | 2.63% |
| DHR Danaher Corp | 2.62% |
| MA MasterCard | 2.57% |
| FB Facebook | 2.47% |
| GOOG Google | 2.47% |
