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 has an expense ratio of 0.73%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
MassMutual Blue Chip Growth Fund (MBCSX) returned 1.24% year-to-date (YTD) and 20.11% over the past 12 months. Over the past 10 years, MBCSX delivered an annualized return of 14.83%, outperforming the S&P 500 benchmark at 10.85%.
MBCSX
1.24%
9.96%
1.38%
20.11%
22.58%
14.87%
14.83%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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% | -4.07% | -8.43% | 1.46% | 9.96% | 1.24% | |||||||
| 2024 | 3.19% | 7.56% | 2.10% | -4.70% | 5.68% | 6.35% | -1.59% | 2.04% | 3.17% | 0.14% | 7.10% | 0.13% | 35.05% |
| 2023 | 11.62% | -1.94% | 8.47% | 1.56% | 6.51% | 6.30% | 3.89% | -1.13% | -5.82% | -1.54% | 11.26% | 4.36% | 51.00% |
| 2022 | -8.89% | -4.61% | 2.96% | -14.94% | -2.97% | -8.18% | 11.88% | -5.17% | -9.99% | 4.13% | 5.51% | -7.39% | -34.11% |
| 2021 | -1.84% | 2.14% | 1.23% | 6.61% | -0.62% | 5.03% | 2.30% | 3.18% | -6.05% | 5.63% | -1.49% | 0.42% | 17.05% |
| 2020 | 1.70% | -5.61% | -8.65% | 13.64% | 6.66% | 3.92% | 6.47% | 9.59% | -4.46% | -2.52% | 8.30% | 2.71% | 33.53% |
| 2019 | 9.95% | 3.35% | 2.18% | 4.62% | -6.54% | 6.86% | 1.26% | -1.84% | -0.96% | 1.85% | 4.85% | 2.57% | 30.80% |
| 2018 | 9.71% | -2.44% | -3.15% | 0.76% | 3.37% | 0.23% | 2.66% | 3.84% | 0.17% | -8.83% | 3.86% | -8.40% | 0.23% |
| 2017 | 4.10% | 3.75% | 1.48% | 3.33% | 3.96% | 0.76% | 3.94% | 1.61% | 0.97% | 4.10% | 2.48% | 0.06% | 35.07% |
| 2016 | -7.82% | -1.63% | 5.80% | 0.13% | 2.74% | -2.09% | 5.89% | 0.43% | 1.28% | -1.68% | 0.00% | -0.04% | 2.27% |
| 2015 | -0.52% | 6.53% | -0.93% | 0.22% | 1.38% | -1.31% | 5.24% | -6.16% | -3.04% | 9.93% | 0.69% | -0.55% | 10.96% |
| 2014 | -2.30% | 5.98% | -4.50% | -1.97% | 4.44% | 1.75% | 0.00% | 3.61% | -1.82% | 3.27% | 2.29% | -1.34% | 9.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MBCSX is 61, 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.
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Dividends
Dividend History
MassMutual Blue Chip Growth Fund provided a 12.96% dividend yield over the last twelve months, with an annual payout of $3.06 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.06 | $3.06 | $4.55 | $2.98 | $6.32 | $1.38 | $1.33 | $1.27 | $0.90 | $0.75 | $3.09 | $1.25 |
Dividend yield | 12.96% | 13.12% | 23.06% | 18.44% | 21.93% | 4.59% | 5.68% | 6.70% | 4.46% | 4.77% | 19.36% | 7.23% |
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 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.65 | $0.00 | $0.00 | $0.41 | $3.06 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.55 | $4.55 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.98 | $2.98 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.32 | $6.32 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.38 | $1.38 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 | $1.33 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $1.27 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $0.90 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.75 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $2.94 | $3.09 |
| 2014 | $1.25 | $1.25 |
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.
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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 54.49%, occurring on Nov 20, 2008. Recovery took 660 trading sessions.
The current MassMutual Blue Chip Growth Fund drawdown is 3.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.49% | Oct 15, 2007 | 279 | Nov 20, 2008 | 660 | Jul 7, 2011 | 939 |
| -39.3% | Nov 19, 2021 | 227 | Oct 14, 2022 | 322 | Jan 29, 2024 | 549 |
| -38.21% | Jul 5, 2001 | 315 | Oct 9, 2002 | 1032 | Nov 15, 2006 | 1347 |
| -28.89% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -22.92% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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