MBGFX Performance — MassMutual Blue Chip Growth Fund, Class R4
Data updated: 2026-08-27
MBGFX returned −1.69% year to date and +6.44% over one year to Jun 2026. Annualised returns are +19.28% over 3 years and +9.55% over 5 years. The fund trailed its US Large Growth category average: $100 invested three years ago grew to $170, against $175 for the category, and to $106 over one year, against $117. Volatility over the past three years was 17.06% a year. In the 12 months to Jun 2026 the fund took in a net $230.8M, and assets reached $1.87B.
MBGFX Growth of $100
What $100 invested in MassMutual Blue Chip Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | MBGFX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $106 | $117 |
| 3 years (Jul 2023 – Jun 2026) | $170 | $175 |
| 5 years (Jul 2021 – Jun 2026) | $158 | $166 |
| Since data start (Jul 2019 – Jun 2026) | $255 | $271 |
MBGFX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | −1.69% |
| 1 year | +6.44% |
| 3 years (annualised) | +19.28% |
| 5 years (annualised) | +9.55% |
MBGFX Annual Returns
Calendar-year total returns of MassMutual Blue Chip Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | −1.69% |
| 2025 | +16.42% |
| 2024 | +34.64% |
| 2023 | +50.04% |
| 2022 | −34.29% |
| 2021 | +17.13% |
| 2020 | +33.04% |
| 2019 (Jul–Dec) | +7.59% |
MBGFX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.7% | −4.6% | −5.7% | +11.6% | +4.9% | −5.1% | — | — | — | — | — | — |
| 2025 | −8.5% | −4.1% | +3.3% | +1.5% | +9.9% | +6.4% | +2.8% | +0.6% | +3.7% | +2.4% | −2.0% | +0.6% |
| 2024 | +2.1% | +7.5% | +3.2% | +6.3% | +5.6% | −4.7% | +3.2% | +2.0% | −1.6% | +0.1% | +7.1% | +0.1% |
| 2023 | +8.5% | −1.9% | +11.6% | +6.2% | +6.5% | +1.5% | −5.9% | −1.2% | +3.9% | +4.0% | +11.2% | −1.5% |
| 2022 | +2.9% | −4.7% | −8.9% | −8.2% | −3.0% | −14.9% | −10.0% | −5.2% | +11.8% | −7.3% | +5.5% | +4.1% |
| 2021 | +1.2% | +2.1% | −1.8% | +5.0% | −0.6% | +6.5% | −6.1% | +3.1% | +2.3% | +0.8% | −1.5% | +5.6% |
| 2020 | −8.7% | −5.6% | +1.7% | +3.9% | +6.6% | +13.6% | −4.5% | +9.5% | +6.5% | +2.6% | +8.2% | −2.5% |
| 2019 | — | — | — | — | — | — | −1.0% | −1.9% | +1.3% | +2.5% | +4.8% | +1.8% |
MBGFX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 17.06%
- 3-year Sharpe ratio: 0.87 (vs 4.5% risk-free rate)
- Best month: +11.61% (Apr 2026)
- Worst month: −8.49% (Jan 2025)
MBGFX Fund Flows
Monthly money in and out of MassMutual Blue Chip Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $230.8M
- 12-month gross sales (incl. reinvestments): $989.9M
- Sales ÷ redemptions: 1.30×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $18.0M | $89.7M | −$71.8M |
| May 2026 | $20.2M | $39.4M | −$19.3M |
| Apr 2026 | $22.4M | $54.1M | −$31.7M |
| Mar 2026 | $20.2M | $45.8M | −$25.6M |
| Feb 2026 | $89.4M | $129.5M | −$40.2M |
| Jan 2026 | $24.2M | $67.7M | −$43.5M |
| Dec 2025 | $689.6M | $39.2M | $650.4M |
| Nov 2025 | $15.2M | $39.9M | −$24.7M |
| Oct 2025 | $25.7M | $48.9M | −$23.2M |
| Sep 2025 | $22.3M | $75.8M | −$53.6M |
| Aug 2025 | $23.3M | $64.8M | −$41.4M |
| Jul 2025 | $19.5M | $64.1M | −$44.7M |
MBGFX Assets Under Management
Net assets of MassMutual Blue Chip Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.87B |
| 2026-03-31 | $1.80B |
| 2025-12-31 | $2.14B |
| 2025-09-30 | $2.19B |
| 2025-06-30 | $2.17B |
| 2025-03-31 | $1.95B |
| 2024-12-31 | $2.83B |
| 2024-09-30 | $2.75B |
| 2024-06-30 | $2.63B |
| 2024-03-31 | $2.62B |
| 2023-12-31 | $2.35B |
| 2023-09-30 | $2.16B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.