Back to top
Massmutual Select Blue Chip Growth Fund Class R5: (MF: MBCSX)
(NASDAQ Mutual Funds) As of May 1, 2024 08:00 PM ET
$21.28 USD
-0.03 (-0.14%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.48 | 12 |
| 3 months | 13.48 | 12 |
| 6 months | 29.35 | 12 |
| 1 Year | 43.90 | 5 |
| 3 Year | 9.27 | 37 |
| 5 Year | 14.77 | 24 |
| 10 Year | 14.65 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 85.59 |
| Bear Market (10/07 - 2/09) | -49.97 |
| Bull Market (2/09 - 3/21) | 1,108.63 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 43.90 |
| 5 Year | 14.77 |
| 10 Year | 14.65 |
| Since Inception | 9.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.48 | NA | NA | NA |
| 2023 | 18.72 | 14.99 | -3.25 | 13.99 |
| 2022 | -10.52 | -24.21 | -4.50 | 1.83 |
| 2021 | 1.50 | 11.27 | -0.82 | 4.93 |
| 2020 | -12.30 | 25.97 | 11.48 | 8.44 |
| 2019 | 16.10 | 4.48 | -1.56 | 9.46 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.48 | 50.55 | -34.05 | 17.53 | 33.55 | 30.72 | 0.38 | 35.03 | 2.24 | 10.84 | 9.27 |
| % Total Return Rel to Index | 2.92 | 24.30 | -15.84 | -11.14 | 15.15 | -0.76 | 4.77 | 13.23 | -9.69 | 9.45 | -4.37 |
| % Total Return Rel to Peer | 3.53 | 27.55 | -14.35 | -4.52 | 13.64 | 2.30 | 7.24 | 14.35 | -5.57 | 12.44 | 1.06 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 3.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.07 | 0.08 | 0.09 | 0.08 | 0.08 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.34 | 0.00 | 0.00 | 0.26 | 0.37 | 0.42 | 0.47 | 0.40 | 0.00 |
| Capital Gains ($) | 0.00 | 4.55 | 2.92 | 6.31 | 1.38 | 1.26 | 1.19 | 0.81 | 0.66 | 3.02 | 1.25 |
| Expense Ratio | 0.00 | 0.75 | 0.74 | 0.73 | 0.74 | 0.74 | 0.74 | 0.75 | 0.76 | 0.77 | 0.76 |
* 1 = Top 20%, 5 = Bottom 20%