MassMutual Blue Chip Growth Fund (MBCSX)
The investment seeks growth of capital over the long term. Under normal circumstances, the fund invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in the common stocks of large- and medium-sized blue chip growth companies. The fund's sub-advisers currently define blue chip growth companies to mean firms that, in their view, are well-established in their industries and have the potential for above-average earnings growth. It is non-diversified.
Fund Info
US57629S7374
May 31, 2001
$0
Large-Cap
Growth
Expense Ratio
MBCSX features an expense ratio of 0.73%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MassMutual Blue Chip Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MassMutual Blue Chip Growth Fund had a return of 4.59% year-to-date (YTD) and 13.75% in the last 12 months. Over the past 10 years, MassMutual Blue Chip Growth Fund had an annualized return of 3.23%, while the S&P 500 had an annualized return of 11.29%, indicating that MassMutual Blue Chip Growth Fund did not perform as well as the benchmark.
MBCSX
4.59%
3.13%
0.83%
13.75%
-0.70%
3.23%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of MBCSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.30% | 4.59% | |||||||||||
| 2024 | 3.19% | 7.56% | 2.10% | -4.70% | 5.68% | 6.35% | -1.59% | 2.04% | -8.15% | 0.14% | 7.10% | -1.52% | 18.25% |
| 2023 | 11.62% | -1.94% | 8.47% | 1.56% | 6.51% | 6.30% | 3.89% | -1.13% | -5.82% | -1.54% | 11.26% | -15.72% | 21.94% |
| 2022 | -8.89% | -4.61% | 2.96% | -14.94% | -2.97% | -8.18% | 11.88% | -5.17% | -9.99% | 4.13% | 5.51% | -20.77% | -43.63% |
| 2021 | -1.84% | 2.14% | 1.23% | 6.61% | -0.62% | 5.03% | 2.30% | 3.18% | -6.05% | 5.63% | -1.50% | -17.53% | -3.87% |
| 2020 | 1.70% | -5.61% | -8.65% | 13.64% | 6.66% | 3.92% | 6.47% | 9.59% | -4.46% | -2.52% | 8.30% | -1.90% | 27.54% |
| 2019 | 9.95% | 3.35% | 2.18% | 4.62% | -6.54% | 6.86% | 1.26% | -1.84% | -0.96% | 1.85% | 4.85% | -2.77% | 23.99% |
| 2018 | 9.71% | -2.44% | -3.15% | 0.76% | 3.37% | 0.23% | 2.66% | 3.84% | 0.17% | -8.83% | 3.86% | -13.62% | -5.48% |
| 2017 | 4.10% | 3.75% | 1.48% | 3.33% | 3.96% | 0.76% | 3.94% | 1.61% | 0.97% | 4.10% | 2.48% | -3.79% | 29.86% |
| 2016 | -7.82% | -1.63% | 5.80% | 0.13% | 2.74% | -2.09% | 5.89% | 0.43% | 1.28% | -1.68% | 0.00% | -4.05% | -1.83% |
| 2015 | -0.52% | 6.53% | -0.93% | 0.22% | 1.38% | -1.31% | 5.24% | -6.97% | -3.04% | 9.93% | 0.69% | -15.80% | -6.85% |
| 2014 | -2.30% | 5.98% | -4.50% | -1.97% | 4.45% | 1.75% | 0.00% | 3.61% | -1.83% | 3.27% | 2.29% | -8.11% | 1.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MBCSX is 25, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MassMutual Blue Chip Growth Fund (MBCSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MassMutual Blue Chip Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.08 | $0.09 | $0.08 | $0.08 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.42% | 0.00% | 0.00% | 0.30% | 0.43% | 0.47% | 0.53% | 0.51% |
Monthly Dividends
The table displays the monthly dividend distributions for MassMutual Blue Chip Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2015 | $0.08 | $0.08 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the MassMutual Blue Chip Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MassMutual Blue Chip Growth Fund was 56.62%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current MassMutual Blue Chip Growth Fund drawdown is 33.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.62% | Nov 19, 2021 | 278 | Dec 28, 2022 | — | — | — |
| -54.49% | Oct 15, 2007 | 279 | Nov 20, 2008 | 660 | Jul 7, 2011 | 939 |
| -38.21% | Jul 5, 2001 | 315 | Oct 9, 2002 | 1032 | Nov 15, 2006 | 1347 |
| -29.58% | Dec 2, 2015 | 46 | Feb 8, 2016 | 363 | Jul 18, 2017 | 409 |
| -28.89% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
Volatility
Volatility Chart
The current MassMutual Blue Chip Growth Fund volatility is 4.97%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.