See what your fund actually adds
MassMutual Blue Chip Growth Fund Class A MBCGX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | MBCGX | Replication |
|---|---|---|
| Annualized growth | 10.0% | 12.4% |
| Annualized volatility | 21.5% | 21.0% |
| Sharpe ratio | 0.55 | 0.66 |
| Maximum drawdown | 39.2% | 36.2% |
| Replication fit (R²) | 0.98 · Tracking error 3.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model MBCGX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 84.2% |
| VOX | Sector · Communication | 12.2% |
| XLY | Sector · Cons Discr | 3.6% |