MassMutual Blue Chip Growth R5 (MBCSX)

Fund Assets	1.82B
Expense Ratio	0.741%
Min. Investment	$0.00
Turnover	14.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 15, 2025

Previous Close	19.62
YTD Return	1.69%
1-Year Return	2.55%
5-Year Return	53.42%
52-Week Low	16.15
52-Week High	28.11
Beta (5Y)	0.94
Holdings	86
Inception Date	Jun 1, 2001

About MBCSX

The MassMutual Blue Chip Growth Fund Class R5 is a mutual fund focused on achieving long-term capital growth. This fund primarily invests at least 80% of its net assets in the common stocks of large and medium-sized blue chip growth companies, which are typically established firms with a record of steady performance and leadership within their respective industries. Blue chip companies generally offer both stability and the potential for sustained growth, making them a central component of this fund’s strategy. Designed for investors seeking exposure to high-quality growth equities, the fund aims to deliver competitive returns by targeting industry leaders across multiple sectors. With a lower-than-average expense ratio compared to peers, this share class emphasizes cost efficiency while seeking to capitalize on the growth prospects of prominent U.S. companies. The MassMutual Blue Chip Growth Fund Class R5 serves a significant role in diversified portfolios, appealing to those who prioritize long-term appreciation through investments in reputable, growth-oriented firms.

• Fund Family: MassMutual
• Category: Large-Cap Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MBCSX
• Share Class: Class R5
• Index: Russell 1000 Growth TR

Performance

MBCSX had a total return of 2.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.42%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.46%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.73%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.71%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.66%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MBCZX	Class I	0.66%
MMZMX	Class Y	0.76%
MBCYX	Service Class	0.86%
MBCLX	Administrative Class	0.96%

Top 10 Holdings

54.70% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	14.32%
Alphabet Inc.	GOOGL	7.96%
Tesla, Inc.	TSLA	5.03%
Meta Platforms, Inc.	META	4.75%
Amazon.com, Inc.	AMZN	4.60%
Microsoft Corporation	MSFT	4.43%
Alphabet Inc.	GOOG	3.63%
Visa Inc.	V	3.49%
Applied Materials, Inc.	AMAT	3.26%
Broadcom Inc.	AVGO	3.23%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 15, 2025	$8.20342	Dec 16, 2025
Dec 13, 2024	$0.40726	Dec 16, 2024
Sep 18, 2024	$2.65393	Sep 19, 2024
Dec 13, 2023	$4.54891	Dec 14, 2023
Dec 14, 2022	$2.9843	Dec 15, 2022
Dec 16, 2021	$6.31516	Dec 17, 2021

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 15, 2026

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