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Massmutual Select Blue Chip Growth Fund Class R3: (MF: MBCNX)
(NASDAQ Mutual Funds) As of Aug 13, 2024 08:00 PM ET
$16.58 USD
+0.40 (2.47%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.03 | 9 |
| 3 months | 10.48 | 10 |
| 6 months | 15.42 | 13 |
| 1 Year | 26.03 | 12 |
| 3 Year | 5.82 | 53 |
| 5 Year | 13.97 | 30 |
| 10 Year | 14.09 | 11 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.43 |
| Bull Market (2/09 - 3/21) | 1,050.50 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 33.11 |
| 5 Year | 14.63 |
| 10 Year | 14.27 |
| Since Inception | 11.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.28 | 6.83 | NA | NA |
| 2023 | 18.56 | 14.77 | -3.41 | 13.87 |
| 2022 | -10.66 | -24.35 | -4.58 | 1.65 |
| 2021 | 1.37 | 11.11 | -0.97 | 4.78 |
| 2020 | -12.43 | 25.84 | 11.28 | 8.24 |
| 2019 | 15.92 | 4.33 | -1.70 | 9.29 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.03 | 49.67 | -34.44 | 16.87 | 32.75 | 29.94 | -0.24 | 34.14 | 1.74 | 10.22 | 8.54 |
| % Total Return Rel to Index | 2.32 | 23.42 | -16.23 | -11.80 | 14.34 | -1.54 | 4.15 | 12.34 | -10.19 | 8.83 | -5.09 |
| % Total Return Rel to Peer | 6.35 | 26.67 | -14.74 | -5.18 | 12.83 | 1.51 | 6.62 | 13.46 | -6.07 | 11.82 | 0.34 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 3.00 | 1.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.02 | 0.05 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.19 | 0.29 | 0.00 |
| Capital Gains ($) | 0.00 | 4.55 | 2.92 | 6.31 | 1.38 | 1.26 | 1.19 | 0.81 | 0.66 | 3.02 | 1.25 |
| Expense Ratio | 1.35 | 1.35 | 1.34 | 1.33 | 1.33 | 1.34 | 1.34 | 1.35 | 1.36 | 1.37 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%