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| 20.73 Net Asset Value | -0.34% 1 Day | +5.02% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 0.95% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | -2.58% | 3 years | +14.62% | |
| 3 months | -1.70% | 5 years | +18.23% | |
| 1 year | +28.56% | Since inception | +6.89% |
| MBCLX | Category | |
|---|---|---|
| Performance 5-yr return | +18.23% | +13.81% |
| Expense ratio | 0.95% | 1.10% |
| Risk 5 year sharpe ratio | 1.35 | 1.18 |
| Net assets | $2.6B | $3.6B |
| Average market cap | $108.9B | $149.6B |
| Average P/E | 33.5 | 27.1 |
| Portfolio turnover | 27% | 27% |
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 / 12 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| U.S. stock | 88.39% |
| International stock | 10.36% |
| Cash | 1.25% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Consumer service | 18.46% |
| Financial service | 13.71% |
| Telecommunication | 13.49% |
| Industrial materials | 13.28% |
| Hardware | 12.57% |
| AMZN Amazon | 8.79% |
| FB Facebook | 4.77% |
| BABA Alibaba Group Holding Ltd | 4.57% |
| MSFT Microsoft | 4.02% |
| V Visa | 3.92% |
| GOOG Google | 3.44% |
| BKNG Priceline | 2.68% |
| GOOGL Google | 2.05% |
| BA Boeing | 2.01% |
| ORCL Oracle | 1.76% |
