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| 18.40 Net Asset Value | +0.11% 1 Day | +20.34% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 0.96% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +3.78% | 3 years | +13.06% | |
| 3 months | +10.98% | 5 years | +17.31% | |
| 1 year | +26.93% | Since inception | +6.12% |
| MBCLX | Category | |
|---|---|---|
| Performance 5-yr return | +17.31% | +11.55% |
| Expense ratio | 0.96% | 1.14% |
| Risk 5 year sharpe ratio | 1.40 | 1.28 |
| Net assets | $2.0B | $3.1B |
| Average market cap | $98.5B | $108.1B |
| Average P/E | 28.0 | 25.9 |
| Portfolio turnover | 30% | 30% |
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 / 11 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| U.S. stock | 89.40% |
| International stock | 9.15% |
| Fixed income | 0.73% |
| Cash | 0.72% |
| Other | 0.00% |
| Consumer service | 18.46% |
| Financial service | 13.71% |
| Telecommunication | 13.49% |
| Industrial materials | 13.28% |
| Hardware | 12.57% |
| AMZN Amazon | 8.00% |
| FB Facebook | 5.77% |
| V Visa | 3.80% |
| GOOG Google | 3.66% |
| BABA Alibaba Group Holding Ltd | 3.30% |
| MSFT Microsoft | 3.20% |
| PCLN Priceline | 2.89% |
| GOOGL Google | 2.53% |
| CSCO Cisco | 1.89% |
| ORCL Oracle | 1.74% |
