MassMutual Select Blue Chip Growth Fund Class R5 (MBCSX)

$34.76
C Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Large Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
MassMutual Select Blue Chip Growth Fund Class R5 33 0.92 16.02% -0.41% 0.76%
U.S. Large Cap - Growth 34 0.97 18.28% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 2.03% 3.70% -1.68%
Year-to-Date 16.02% 18.28% -2.25%
1 Year 15.67% 0.00% 15.67%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

33%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.76%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$967

Real cost (fees + lost compounding)

$1,196

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
0.42%