Fund Evaluator:

MassMutual Blue Chip Growth Adm Overview

MassMutual Blue Chip Growth Adm (MBCLX) is an actively managed U.S. Equity Large Growth fund. MassMutual launched the fund in 2001.

The investment seeks growth of capital over the long term. Under normal circumstances, the fund invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in the common stocks of large- and medium-sized blue chip growth companies. The fund's sub-advisers currently define blue chip growth companies to mean firms that, in their view, are well-established in their industries and have the potential for above-average earnings growth. It is non-diversified.

About MassMutual Blue Chip Growth Adm (MBCLX)

There are 2 members of the management team with an average tenure of 8.19 years: Aziz Hamzaogullari (2015), Paul Greene (2021). Management tenure is more important for actively managed funds than passive index funds.

The fund has 2 primary benchmarks: Russell 3000 TR USD index with a weighting of 100% and Russell 1000 Growth TR USD index with a weighting of 100%. MassMutual Blue Chip Growth Adm has 86 securities in its portfolio. The top 10 holdings constitute 54.7% of the fund’s assets. The fund meets the SEC requirement of being classified as a nondiversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

MassMutual Blue Chip Growth Adm is part of the Equity global asset class and is within the U.S. Equity fund group. MassMutual Blue Chip Growth Adm has 5.6% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 93.3%. There is 5.6% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.1% (0.1% domestic bond, 0.0% foreign bond and 0.0% convertible bond). MassMutual Blue Chip Growth Adm has 0.9% of the portfolio in cash.

Assets Under Management

The fund has $176 million in total assets, which is below the $2 billion average for the Large Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

MBCLX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The MassMutual Blue Chip Growth Adm expense ratio is high compared to funds in the Large Growth category. MassMutual Blue Chip Growth Adm has an expense ratio of 0.96%, which is the same as its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. MassMutual Blue Chip Growth Adm has a portfolio turnover rate of 14%, indicating that holds its assets around 0.1 years. By way of comparison, the average portfolio turnover is 54% for the Large Growth category.

Recently, in the month of July 2026, MassMutual Blue Chip Growth Adm returned -1.2%, which earned it a grade of B, as the Large Growth category had an average return of -3.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

MassMutual Blue Chip Growth Adm has a trailing yield of 0.00%, which is below the 0.06% category average. The fund normally distributes its income annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

MassMutual Blue Chip Growth Adm Grades

Year to date, the fund has returned -2.9%, 6.6 percentage points worse than the category, which translates into a grade of F. The fund has returned 2.4% over the past year (grade of F), 17.4% over the past three years (grade of C) and 8.9% per year over the past five years (grade of C) and 15.3% per year over the past 10 years (grade of C).

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