MassMutual Blue Chip Growth Fund Y (MMZMX)
21.17
-0.02
(-0.09%)
USD |
Mar 31 2025
Key Stats
Customize
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| This Fund seeks growth of capital over the long term. Under normal circumstances, the Fund invests at least 80% of net assets in the common stocks of large- and medium-sized blue chip growth companies. The Fund is managed by two subadvisers: T. Rowe Price Associates and Loomis, Sayles, & Company LP. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Large-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | MassMutual |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group Low
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group Low
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Peer Group High
5 Years
% Rank:
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Peer Group Low
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Peer Group High
YTD
% Rank:
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Peer Group Low
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of April 01, 2025.
Asset Allocation
As of February 28, 2025.
| Type | % Net |
|---|---|
| Cash | 0.53% |
| Stock | 99.11% |
| Bond | 0.15% |
| Convertible | 0.00% |
| Preferred | 0.21% |
| Other | 0.00% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| NVIDIA Corp | 10.22% | 108.38 | -1.18% |
| Microsoft Corp | 7.90% | 375.39 | -0.90% |
| Meta Platforms Inc | 7.75% | 576.36 | -0.07% |
| Amazon.com Inc | 7.49% | 190.26 | -1.28% |
| Apple Inc | 5.05% | 222.13 | 1.94% |
| Visa Inc | 4.37% | 350.46 | 2.22% |
| Tesla Inc | 4.24% | 259.16 | -1.67% |
| Netflix Inc | 4.17% | 932.53 | -0.14% |
| Alphabet Inc | 3.21% | 154.64 | 0.20% |
| Alphabet Inc | 3.12% | 156.23 | 0.11% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | 0.62% |
| Administration Fee | 124.0% |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 100000.0 None |
| Minimum Subsequent Investment | 250.00 None |
Basic Info
| Investment Strategy | |
| This Fund seeks growth of capital over the long term. Under normal circumstances, the Fund invests at least 80% of net assets in the common stocks of large- and medium-sized blue chip growth companies. The Fund is managed by two subadvisers: T. Rowe Price Associates and Loomis, Sayles, & Company LP. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Large-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | MassMutual |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
Growth Metrics
| EPS Growth (1Y) | 38.41% |
| EPS Growth (3Y) | 24.54% |
| EPS Growth (5Y) | 30.79% |
| Sales Growth (1Y) | 21.01% |
| Sales Growth (3Y) | 17.51% |
| Sales Growth (5Y) | 20.29% |
| Sales per Share Growth (1Y) | 23.26% |
| Sales per Share Growth (3Y) | 18.21% |
| Operating Cash Flow - Growth Ratge (3Y) | 30.21% |
As of February 28, 2025
Fund Details
| Key Dates | |
| Inception Date | 6/1/2001 |
| Last Annual Report Date | 9/30/2024 |
| Last Prospectus Date | 2/1/2025 |
| Share Classes | |
| MBCGX | A |
| MBCLX | Administrator |
| MBCNX | Retirement |
| MBCSX | Retirement |
| MBCYX | Service |
| MBCZX | Inst |
| MBGFX | Retirement |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | No |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | No |
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:MMZMX", "name") |
| Broad Asset Class: =YCI("M:MMZMX", "broad_asset_class") |
| Broad Category: =YCI("M:MMZMX", "broad_category_group") |
| Prospectus Objective: =YCI("M:MMZMX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |