MBGFX Mutual Fund

MBGFX Mutual Fund (MassMutual Blue Chip Growth Fund Class R4) is managed by MassMutual Funds. MBGFX expense ratio is 1.11%, holding 88 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2014-04-01.

MBGFX performance shows a YTD return of -2.56%. The 1-year return is 2.24% and the 5-year return is 8.77%. MBGFX dividend yield stands at 59.88%, paid annually.

MBGFX top holdings include Nvidia Corp. (13.7%), Microsoft Corp (7.3%), Amazon.Com Inc (6.2%), Meta Platforms, Inc. (5.8%), Apple, Inc (5.3%). Go to all MBGFX holdings, MBGFX sectors, or MBGFX dividends.

MBGFX can be compared against other funds. Use MBGFX overlap to find shared positions, or MBGFX vs another fund for a side-by-side view. MBGFX alternatives are available via the screener, along with tax-loss harvesting opportunities.