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% |
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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% |