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Massmutual Select Blue Chip Growth Fund Class A: (MF: MBCGX)
(NASDAQ Mutual Funds) As of Aug 13, 2024 08:00 PM ET
$19.73 USD
+0.48 (2.49%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.18 | 8 |
| 3 months | 10.53 | 10 |
| 6 months | 15.59 | 12 |
| 1 Year | 26.28 | 11 |
| 3 Year | 6.00 | 52 |
| 5 Year | 14.14 | 28 |
| 10 Year | 14.26 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.20 |
| Bull Market (2/09 - 3/21) | 1,087.33 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 26.38 |
| 5 Year | 13.58 |
| 10 Year | 13.83 |
| Since Inception | 11.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.38 | 6.85 | NA | NA |
| 2023 | 18.59 | 14.85 | -3.40 | 13.92 |
| 2022 | -10.62 | -24.33 | -4.56 | 1.72 |
| 2021 | 1.41 | 11.14 | -0.96 | 4.81 |
| 2020 | -12.41 | 25.83 | 11.34 | 8.33 |
| 2019 | 15.93 | 4.37 | -1.67 | 9.35 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.18 | 49.89 | -34.34 | 17.00 | 32.94 | 30.10 | -0.01 | 34.34 | 1.85 | 10.35 | 8.79 |
| % Total Return Rel to Index | 2.47 | 23.65 | -16.13 | -11.68 | 14.54 | -1.38 | 4.38 | 12.54 | -10.08 | 8.96 | -4.85 |
| % Total Return Rel to Peer | 6.50 | 26.89 | -14.64 | -5.05 | 13.03 | 1.68 | 6.84 | 13.66 | -5.96 | 11.95 | 0.58 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 3.00 | 1.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.06 | 0.02 | 0.00 |
| Capital Gains ($) | 0.00 | 4.55 | 2.92 | 6.31 | 1.38 | 1.26 | 1.19 | 0.81 | 0.66 | 3.02 | 1.25 |
| Expense Ratio | 1.18 | 1.20 | 1.19 | 1.18 | 1.18 | 1.19 | 1.19 | 1.20 | 1.21 | 1.22 | 1.20 |
* 1 = Top 20%, 5 = Bottom 20%