MassMutual Select Blue Chip Growth Fund Class R5 (MBCSX)

17.79
Net Asset Value
-1.50%
1 Day
+5.02%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.78%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks growth of capital over the long term. The fund invests at least 80% of net assets in the common stocks of large-sized and medium-sized blue chip growth companies. Its subadviser currently defines blue chip growth companies to mean firms that are well-established in their industries and have the potential for above-average earnings growth. Equity securities may include common stocks, preferred stocks, securities convertible into common or preferred stock, rights, and warrants.

Performance

1 month-1.39% 3 years+23.42%
3 months+2.36% 5 years+17.21%
1 year+17.51% Since inception+5.29%
Data through --

Peer Comparisonvs. Large growth

 MBCSXCategory
Performance 5-yr return+17.21%+17.64%
Expense ratio0.78%1.24%
Risk 5 year sharpe ratio1.201.08
Net assets$1.4B$2.6B
Average market cap$47.0B$73.0B
Average P/E27.923.1
Portfolio turnover33%33%

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Fund Management and Purchase Info

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

Holdings

U.S. stock93.01%
International stock5.40%
Fixed income0.95%
Cash0.65%
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 Inc4.39%
GILD Gilead Sciences Inc3.28%
PCLN Priceline Group Inc3.27%
GOOGL Google Inc Class A2.83%
GOOG Google Inc Class C2.82%
DHR Danaher Corp2.55%
MCK McKesson Corp2.55%
MA MasterCard Inc Class A2.40%
BIIB Biogen Idec Inc2.29%
V Visa Inc Class A2.06%

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