MassMutual Blue Chip Growth Fund (MBCSX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MBCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MBCSX
MBCSX charges 0.73% annually. There are 151 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MBCSX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MBCSX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | MBCSX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MBCSX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | MBCSX vs TILIX |
Best Risk-Adjusted Alternatives to MBCSX
MBCSX has a PortfoliosLab risk / return rank of 7. There are 355 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | MBCSX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | MBCSX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | MBCSX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | MBCSX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | MBCSX vs CHASX |
Top Performing MBCSX Alternatives (YTD)
MBCSX is at -3.96% YTD. There are 388 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | MBCSX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | MBCSX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | MBCSX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | MBCSX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | MBCSX vs FTQGX |
Lowest Volatility Alternatives to MBCSX
MBCSX has 16.75% 1-year volatility. There are 203 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | MBCSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | MBCSX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | MBCSX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | MBCSX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | MBCSX vs BLUEX |
Lowest Drawdown Alternatives to MBCSX
MBCSX has a 1-year max drawdown of -17.47%. There are 321 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MBCSX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MBCSX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MBCSX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MBCSX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MBCSX vs DNVYX |
Other Mutual Funds from MassMutual
The 10 most viewed MassMutual mutual funds shown here include MOGAX, MIEYX, MEFAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MassMutual 60/40 Allocation Fund | Diversified Portfolio | — | — | — | Jun 2011 | MBCSX vs MOGAX | |
| MM S&P 500 Index Fund | S&P 500 | 52 | 7.95% | — | Feb 1998 | MBCSX vs MIEYX | |
| MassMutual Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | 3.41% | — | May 2000 | MBCSX vs MEFAX | |
| MassMutual Diversified Value Fund | Large Cap Value Equities | 81 | 11.90% | — | Oct 2004 | MBCSX vs MDDAX | |
| MassMutual Core Bond Fund | Intermediate Core Bond | 34 | 0.74% | — | Sep 1994 | MBCSX vs MCBDX | |
| MassMutual Global Fund | Global Equities | 15 | 5.51% | — | Dec 2004 | MBCSX vs MGFAX | |
| MassMutual Short Duration Bond Fund | Short-Term Bond | 85 | 0.63% | — | Sep 1994 | MBCSX vs MSTDX | |
| MassMutual Diversified Bond Fund | Intermediate Core-Plus Bond | 82 | 2.47% | — | May 1999 | MBCSX vs MDVAX | |
| MassMutual High Yield Fund | High Yield Bonds | 77 | 1.89% | — | Sep 2000 | MBCSX vs DLHYX | |
| MassMutual Overseas Fund | Foreign Large Cap Equities | 11 | 0.82% | — | Apr 2001 | MBCSX vs MOSAX |
Often Compared With MBCSX
Investors most often compare MBCSX with VWUSX, VWUAX, VTI. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare MBCSX with Any Fund or Stock
Compare MBCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MBCSX with funds that move differently
MassMutual Blue Chip Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MBCSX.
Explore MBCSX Diversifiers