MassMutual Blue Chip Growth Fund (MBCSX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

MassMutual Blue Chip Growth Fund (MBCSX) has returned -14.78% so far this year and 9.58% over the past 12 months. Looking at the last ten years, MBCSX has achieved an annualized return of 15.21%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 31, 2001, MBCSX's average daily return is +0.05%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +13.6%, while the worst month was Oct 2008 at -18.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MBCSX closed higher 52% of trading days. The best single day was Dec 13, 2023 with a return of +25.2%, while the worst single day was Dec 17, 2021 at -20.3%.

MassMutual Blue Chip Growth Fund has an annualized alpha of 2.59%, beta of 1.06, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since June 01, 2001.

• This fund captured 112.93% of S&P 500 Index gains and 101.02% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.59% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.06 and R² of 0.79, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

MBCSX has an expense ratio of 0.73%, placing it in the medium range.

MBCSX ranks 15 for risk / return — in the bottom 15% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for MassMutual Blue Chip Growth Fund (MBCSX) and compare them to a chosen benchmark (S&P 500 Index).

MassMutual Blue Chip Growth Fund provided a 50.80% dividend yield over the last twelve months, with an annual payout of $8.20 per share.

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.

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.

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 54.66%, occurring on Nov 20, 2008. Recovery took 660 trading sessions.

The current MassMutual Blue Chip Growth Fund drawdown is 17.47%.

The chart below shows the rolling one-month volatility.