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Massmutual Select Blue Chip Growth Fund Class R5: (MF: MBCSX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$21.41 USD
-0.10 (-0.47%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.48 | 12 |
| 3 months | 13.48 | 12 |
| 6 months | 29.35 | 12 |
| 1 Year | 43.90 | 5 |
| 3 Year | 9.27 | 37 |
| 5 Year | 14.77 | 24 |
| 10 Year | 14.65 | 6 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 38.89 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 300.26 |
| % Turnover 3/31/2024 | 16.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.18 | 1.05 | 1.06 |
| Alpha | -2.72 | -0.46 | 1.15 |
| R Squared | 0.86 | 0.86 | 0.86 |
| Std. Dev. | 22.23 | 20.80 | 17.37 |
| Sharpe | 0.40 | 0.72 | 2.00 |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| Technology | 51.01 |
| Retail Trade | 13.62 |
| Finance | 10.69 |
| Non-Durable | 7.29 |
| Health | 6.28 |
| Industrial Cyclical | 6.14 |
| Other | 2.46 |
| Utilities | 0.95 |
| Services | 0.85 |
| Consumer Durables | 0.71 |
Portfolio Holdings
| Top Equity Holdings (As of 12/31/2023) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| MICROSOFT CORP | 10.05 | 236.52 |
| AMAZON.COM INC | 6.94 | 163.38 |
| NVIDIA CORP | 6.75 | 158.91 |
| META PLATFORMS INC | 6.15 | 144.75 |
| APPLE INC | 5.62 | 132.36 |
| VISA INC | 4.22 | 99.30 |
| TESLA INC | 3.67 | 86.27 |
| ALPHABET INC CLASS C | 3.64 | 85.78 |
| ALPHABET INC CLASS A | 3.53 | 83.05 |
Stock Holding % of Net Assets
| As Of | 12/31/2023 |
| Total Issues | 107 |
| Avg. P/E | 36.62 |
| Avg. P/Book | 4.93 |
| Avg. EPS Growth | 18.16 |
| Avg. Market Value (Mil $) | 606,220 |
Allocation
| % of Portfolio | |
| Large Growth | NA |
| Large Value | NA |
| Small Growth | NA |
| Small Value | NA |
| Foreign Stock | NA |
| Emerging Market | NA |
| Precious Metal | NA |
| Intermediate Bond | NA |
| Foreign Bond | NA |
| High Yield Bond | NA |