| Period | FBGKX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| YTD | 1.8% | -97.0% | 17.4% | 60.45% | 4 |
| 1 Yr | -2.6% | -28.3% | 24.3% | 76.91% | 4 |
| 3 Yr | 12.3% * | 0.2% | 17.7% | 16.30% | 1 |
| 5 Yr | 13.2% * | 1.6% | 16.2% | 11.92% | 1 |
| 10 Yr | 10.0% * | 0.4% | 13.1% | 7.18% | 1 |
* Annualized
| Period | FBGKX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| 2015 | 0.9% | -38.0% | 13.6% | 24.93% | 2 |
| 2014 | N/A | -0.7% | 12.3% | N/A | N/A |
| 2013 | N/A | 23.9% | 43.4% | N/A | N/A |
| 2012 | N/A | 10.8% | 19.6% | N/A | N/A |
| 2011 | N/A | -12.1% | 12.5% | N/A | N/A |
| Period | FBGKX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| YTD | 1.8% | -97.0% | 13.2% | 60.21% | 4 |
| 1 Yr | -2.6% | -28.3% | 22.0% | 64.18% | 4 |
| 3 Yr | 12.3% * | -1.0% | 17.7% | 13.83% | 1 |
| 5 Yr | 13.2% * | 0.4% | 16.2% | 10.88% | 1 |
| 10 Yr | 10.0% * | -0.1% | 13.1% | 6.41% | 1 |
* Annualized
| Period | FBGKX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| 2015 | 0.9% | -38.0% | 17.4% | 25.12% | 2 |
| 2014 | N/A | -0.7% | 13.1% | N/A | N/A |
| 2013 | N/A | 32.4% | 62.9% | N/A | N/A |
| 2012 | N/A | 15.7% | 23.1% | N/A | N/A |
| 2011 | N/A | -14.3% | 13.3% | N/A | N/A |
| FBGKX | Category Low | Category High | FBGKX % Rank | Quintile | |
|---|---|---|---|---|---|
| Net Assets | 19.4 B | 373 K | 146 B | 0.84% | 1 |
| Number of Holdings | 360 | 1 | 2190 | 1.99% | 1 |
| Net Assets in Top 10 | 5.88 B | 0 | 33.1 B | 0.77% | 1 |
| Weighting of Top 10 | 31.8% | 0.0% | 150.9% | 17.87% | 3 |
| Weighting | Category Low | Category High | FBGKX % Rank | Quintile | |
|---|---|---|---|---|---|
| Stocks | 98.51% | 0.00% | 109.00% | 7.52% | 2 |
| Preferred Stocks | 1.45% | 0.00% | 4.61% | 0.64% | 1 |
| Cash | 0.03% | -9.00% | 100.00% | 20.57% | 5 |
| Other | 0.00% | -1.32% | 24.55% | 6.88% | 5 |
| Convertible Bonds | 0.00% | 0.00% | 2.81% | 0.84% | 4 |
| Bonds | 0.00% | 0.00% | 76.29% | 2.89% | 4 |
| Weighting | Category Low | Category High | FBGKX % Rank | Quintile | |
|---|---|---|---|---|---|
| Technology | 31.48% | -1.29% | 52.19% | 3.86% | 1 |
| Consumer Cyclical | 25.10% | -2.22% | 41.71% | 2.06% | 1 |
| Healthcare | 14.44% | -1.03% | 98.63% | 18.32% | 4 |
| Consumer Defense | 10.63% | -1.43% | 30.67% | 7.39% | 2 |
| Financial Services | 5.34% | -2.38% | 40.17% | 23.52% | 5 |
| Industrials | 4.30% | -0.37% | 29.48% | 24.42% | 5 |
| Energy | 2.64% | -2.01% | 16.80% | 12.28% | 2 |
| Basic Materials | 1.56% | -1.18% | 12.09% | 15.55% | 4 |
| Communication Services | 1.34% | 0.00% | 12.93% | 18.19% | 4 |
| Real Estate | 0.18% | 0.00% | 11.43% | 13.37% | 3 |
| Utilities | 0.00% | -0.18% | 16.29% | 8.35% | 5 |
| Weighting | Category Low | Category High | FBGKX % Rank | Quintile | |
|---|---|---|---|---|---|
| US | 90.27% | 0.00% | 109.00% | 18.06% | 4 |
| Non US | 8.24% | -0.01% | 91.03% | 6.62% | 2 |
| FBGKX Fees (% of AUM) | Category Low | Category High | Rank in Category (%) | Quintile | |
|---|---|---|---|---|---|
| Expense Ratio | 0.78% | 0.00% | 24.91% | 13.76% | 1 |
| Management Fee | 0.71% | 0.00% | 1.50% | 2.25% | 4 |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A | N/A |
| Administrative Fee | N/A | 0.00% | 1.00% | N/A | N/A |
| FBGKX Fees (% of AUM) | Category Low | Category High | FBGKX Rank | Quintile | |
|---|---|---|---|---|---|
| Front Load | N/A | 1.50% | 8.50% | N/A | N/A |
| Deferred Load | N/A | 1.00% | 5.50% | N/A | N/A |
| FBGKX Fees (% of AUM) | Category Low | Category High | FBGKX Rank | Quintile | |
|---|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.05% | 5.00% | N/A | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FBGKX Fees (% of AUM) | Category Low | Category High | FBGKX Rank | Quintile | |
|---|---|---|---|---|---|
| Turnover | 51.00% | 0.00% | 437.00% | 8.36% | 3 |
| FBGKX | Category Low | Category High | FBGKX % Rank | Quintile | |
|---|---|---|---|---|---|
| Dividend Yield | 0.2% | 0.00% | 2.85% | 15.31% | 1 |
| FBGKX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | None | Annually | Monthly | Annually |
| Date | Amount |
|---|---|
| Sep 08, 2014 | $0.107 |
| Dec 16, 2013 | $0.130 |
| Sep 09, 2013 | $0.195 |
| Dec 28, 2012 | $0.005 |
| Dec 17, 2012 | $0.230 |
| Sep 10, 2012 | $0.068 |
| Dec 19, 2011 | $0.076 |
| Dec 20, 2010 | $0.045 |
| Sep 09, 2010 | $0.050 |
| Dec 21, 2009 | $0.083 |
| Sep 14, 2009 | $0.165 |
| Dec 22, 2008 | $0.159 |
| Sep 15, 2008 | $0.894 |
| Sep 12, 2008 | $0.894 |
| FBGKX | Category Low | Category High | FBGKX % Rank | Quintile | |
|---|---|---|---|---|---|
| Net Income Ratio | 0.19% | -5.94% | 3.70% | 9.00% | 2 |
| FBGKX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Daily | Annually |
Manager
Start Date
Jul 01, 2009Tenure
7.09
Tenure Rank
5.9%
Kalra joined Fidelity as an equity research analyst in 1998 following the radio, television and entertainment industries. He subsequently followed the computer storage and peripherals and Internet infrastructure industries and managed Fidelity Select Networking and Infrastructure Portfolio in 2002. Prior to joining Fidelity, Kalra held various accounting and finance positions at GE Capital in Stamford, Connecticut.
Category Low
0.0
Category High
48.6
Category Average
7.08
Category Mode
1.6
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