Fidelity Blue Chip Growth Fund
Fund
FBGRX
Price as of:
$314.21
+ $2.67
+ 0.86%
Primary Theme
fund company
Name
As of 06/01/2026Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
Vitals
YTD Return
13.0%
1 yr return
39.9%
3 Yr Avg Return
32.7%
5 Yr Avg Return
16.7%
Net Assets
$95.3 B
Holdings in Top 10
61.3%
52 WEEK LOW AND HIGH
$311.5
N/A
N/A
Expenses
OPERATING FEES
Expense Ratio 0.47%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 41.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 06/01/2026Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
FBGRX - Profile
Distributions
- YTD Total Return 13.0%
- 3 Yr Annualized Total Return 32.7%
- 5 Yr Annualized Total Return 16.7%
- Capital Gain Distribution Frequency None
- Net Income Ratio -0.44%
- Dividend Yield 0.0%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Blue Chip Growth Fund
-
Fund Family NameFidelity Investments
-
Inception DateJan 03, 1994
-
Shares OutstandingN/A
-
Share ClassOther
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerSonu Kalra
Fund Description
Normally investing primarily in common stocks.Normally investing at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC (FMR)'s view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations.Investing in companies that FMR believes have above-average growth potential (stocks of these companies are often called "growth" stocks).Investing in domestic and foreign issuers.Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.Effective December 11, 2025, normally investing at least 80% of assets in blue chip growth companies. Blue chip companies are companies that, in the Adviser's view, are well-known, well-established and well-capitalized, which, for purposes of this fund, are companies with a higher market capitalization than the lowest capitalized company in any of the S&P 500 Index, Russell 1000 Index, or Dow Jones Industrial Average. Growth companies are companies the Adviser believes have above average growth potential. The Adviser considers a number of factors in determining a company's growth potential, such as whether the company is included in a third-party growth benchmark or classified as a growth company by a third-party vendor, if the company's projected earnings per share growth, sales growth per share or free cash flow growth or its trailing earnings per share growth is above the equity market median, if the company's research and development expenses exceed sales, general and administrative expenses, or if the company is raising capital to grow, fund or expand its business. A company's growth potential can be determined under any of these factors. Derivative instruments that provide investment exposure to the investments above or exposure to one or more market risk factors associated with such investments are included in the fund's 80% policy, consistent with the fund's investment policies and limitations with respect to investments in derivatives.
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FBGRX - Performance
Return Ranking - Trailing
| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 13.0% | -10.0% | 61.7% | 15.10% |
| 1 Yr | 39.9% | -13.2% | 127.7% | 6.57% |
| 3 Yr | 32.7%* | 2.8% | 66.8% | 3.63% |
| 5 Yr | 16.7%* | -8.2% | 36.6% | 5.39% |
| 10 Yr | 21.7%* | 6.8% | 24.6% | 2.23% |
* Annualized
Return Ranking - Calendar
| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 17.6% | -74.1% | 41.2% | 10.77% |
| 2024 | 31.1% | -59.2% | 52.3% | 16.65% |
| 2023 | 54.1% | -15.0% | 72.4% | 1.77% |
| 2022 | -38.8% | -85.9% | 27.3% | 72.98% |
| 2021 | 12.6% | -52.4% | 38.7% | 35.61% |
Total Return Ranking - Trailing
| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 13.0% | -10.0% | 61.7% | 15.10% |
| 1 Yr | 39.9% | -13.2% | 127.7% | 6.57% |
| 3 Yr | 32.7%* | 2.8% | 66.8% | 3.63% |
| 5 Yr | 16.7%* | -8.2% | 36.6% | 5.39% |
| 10 Yr | 21.7%* | 6.8% | 24.6% | 2.23% |
* Annualized
Total Return Ranking - Calendar
| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 19.9% | -4.9% | 49.3% | 16.55% |
| 2024 | 39.7% | -31.9% | 52.3% | 8.42% |
| 2023 | 55.6% | -4.6% | 72.4% | 1.57% |
| 2022 | -38.5% | -61.7% | 35.0% | 87.64% |
| 2021 | 22.7% | -39.8% | 40.0% | 45.17% |
NAV & Total Return History
FBGRX - Holdings
Concentration Analysis
| FBGRX | Category Low | Category High | FBGRX % Rank | |
|---|---|---|---|---|
| Net Assets | 95.3 B | 1.46 M | 440 B | 3.62% |
| Number of Holdings | 386 | 2 | 2946 | 4.21% |
| Net Assets in Top 10 | 54.7 B | 1.51 M | 203 B | 2.84% |
| Weighting of Top 10 | 61.27% | 10.7% | 205.0% | 28.19% |
Top 10 Holdings
- NVIDIA CORP 15.59%
- APPLE INC 9.45%
- ALPHABET INC CL A 8.35%
- AMAZON.COM INC 7.71%
- MICROSOFT CORP 6.06%
- META PLATFORMS INC CL A 4.75%
- BROADCOM INC 3.25%
- ELI LILLY and CO 2.58%
- NETFLIX INC 1.93%
- TESLA INC 1.60%
Asset Allocation
| Weighting | Return Low | Return High | FBGRX % Rank | |
|---|---|---|---|---|
| Stocks | 97.01% | 0.00% | 116.50% | 80.22% |
| Preferred Stocks | 2.99% | 0.00% | 24.75% | 4.21% |
| Cash | 0.28% | 0.00% | 173.52% | 70.13% |
| Convertible Bonds | 0.10% | 0.00% | 1.94% | 1.86% |
| Bonds | 0.07% | 0.00% | 99.61% | 4.60% |
| Other | 0.00% | -24.61% | 25.67% | 74.14% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FBGRX % Rank | |
|---|---|---|---|---|
| Technology | 40.29% | 0.00% | 65.70% | 31.01% |
| Consumer Cyclical | 26.97% | 0.00% | 62.57% | 3.63% |
| Communication Services | 13.49% | 0.00% | 66.40% | 17.76% |
| Healthcare | 6.50% | 0.00% | 39.76% | 94.11% |
| Energy | 3.87% | 0.00% | 41.09% | 15.11% |
| Industrials | 2.34% | 0.00% | 30.65% | 85.38% |
| Financial Services | 2.30% | 0.00% | 43.06% | 94.41% |
| Consumer Defense | 2.12% | 0.00% | 25.50% | 70.36% |
| Basic Materials | 1.83% | 0.00% | 18.91% | 35.53% |
| Real Estate | 0.18% | 0.00% | 8.88% | 65.75% |
| Utilities | 0.11% | 0.00% | 16.07% | 26.40% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FBGRX % Rank | |
|---|---|---|---|---|
| US | 94.92% | 0.00% | 116.50% | 81.68% |
| Non US | 2.09% | 0.00% | 39.07% | 14.50% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FBGRX % Rank | |
|---|---|---|---|---|
| Corporate | 100.00% | 0.00% | 100.00% | 0.72% |
| Cash & Equivalents | 0.28% | 0.00% | 173.52% | 61.41% |
| Derivative | 0.00% | -24.61% | 19.89% | 68.17% |
| Securitized | 0.00% | 0.00% | 43.70% | 69.97% |
| Municipal | 0.00% | 0.00% | 0.57% | 69.97% |
| Government | 0.00% | 0.00% | 12.45% | 70.49% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FBGRX % Rank | |
|---|---|---|---|---|
| US | 0.07% | 0.00% | 99.61% | 4.60% |
| Non US | 0.00% | 0.00% | 0.00% | 70.42% |
FBGRX - Expenses
Operational Fees
| FBGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.47% | 0.01% | 13.08% | 89.38% |
| Management Fee | 0.47% | 0.00% | 1.50% | 23.49% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 1.02% | N/A |
Sales Fees
| FBGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 2.25% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
| FBGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
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.
| FBGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 41.00% | 0.00% | 316.74% | 59.67% |
FBGRX - Distributions
Dividend Yield Analysis
| FBGRX | Category Low | Category High | FBGRX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 27.58% | 83.55% |
Dividend Distribution Analysis
| FBGRX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annual | Annual | Annual |
Net Income Ratio Analysis
| FBGRX | Category Low | Category High | FBGRX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | -0.44% | -6.13% | 3.48% | 61.32% |
Capital Gain Distribution Analysis
| FBGRX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | None | Annually | Semi-Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Sep 12, 2025 | $5.073 | CapitalGainLongTerm |
| Dec 20, 2024 | $1.992 | OrdinaryDividend |
| Dec 20, 2024 | $0.093 | OrdinaryDividend |
| Dec 20, 2024 | $0.230 | CapitalGainShortTerm |
| Dec 20, 2024 | $1.669 | CapitalGainLongTerm |
| Sep 13, 2024 | $0.437 | OrdinaryDividend |
| Sep 13, 2024 | $11.081 | CapitalGainLongTerm |
| Sep 13, 2024 | $11.518 | OrdinaryDividend |
| Dec 21, 2023 | $0.550 | CapitalGainLongTerm |
| Sep 08, 2023 | $1.067 | CapitalGainLongTerm |
| Sep 09, 2022 | $0.637 | CapitalGainLongTerm |
| Dec 17, 2021 | $2.513 | CapitalGainLongTerm |
| Sep 10, 2021 | $13.520 | OrdinaryDividend |
| Dec 18, 2020 | $4.527 | OrdinaryDividend |
| Sep 11, 2020 | $5.913 | CapitalGainLongTerm |
| Dec 20, 2019 | $0.395 | CapitalGainLongTerm |
| Sep 13, 2019 | $3.595 | CapitalGainLongTerm |
| Dec 07, 2018 | $0.036 | OrdinaryDividend |
| Dec 07, 2018 | $1.442 | CapitalGainLongTerm |
| Sep 14, 2018 | $0.069 | OrdinaryDividend |
| Sep 14, 2018 | $3.758 | CapitalGainLongTerm |
| Dec 08, 2017 | $0.027 | OrdinaryDividend |
| Dec 08, 2017 | $1.995 | CapitalGainLongTerm |
| Sep 15, 2017 | $0.048 | OrdinaryDividend |
| Sep 15, 2017 | $1.688 | CapitalGainLongTerm |
| Dec 09, 2016 | $0.060 | OrdinaryDividend |
| Dec 09, 2016 | $0.046 | CapitalGainShortTerm |
| Dec 09, 2016 | $1.657 | CapitalGainLongTerm |
| Sep 16, 2016 | $0.090 | OrdinaryDividend |
| Sep 16, 2016 | $0.873 | CapitalGainLongTerm |
| Sep 14, 2015 | $0.026 | OrdinaryDividend |
| Sep 14, 2015 | $3.444 | CapitalGainLongTerm |
| Dec 15, 2014 | $0.026 | OrdinaryDividend |
| Dec 15, 2014 | $0.570 | CapitalGainLongTerm |
| Sep 08, 2014 | $0.059 | OrdinaryDividend |
| Sep 08, 2014 | $0.250 | CapitalGainShortTerm |
| Sep 08, 2014 | $3.171 | CapitalGainLongTerm |
| Dec 16, 2013 | $0.091 | OrdinaryDividend |
| Dec 16, 2013 | $1.290 | CapitalGainLongTerm |
| Sep 09, 2013 | $0.148 | OrdinaryDividend |
| Sep 09, 2013 | $0.222 | CapitalGainShortTerm |
| Sep 09, 2013 | $2.954 | CapitalGainLongTerm |
| Dec 28, 2012 | $0.005 | ExtraDividend |
| Dec 17, 2012 | $0.201 | OrdinaryDividend |
| Dec 17, 2012 | $0.680 | CapitalGainLongTerm |
| Sep 10, 2012 | $0.022 | OrdinaryDividend |
| Dec 19, 2011 | $0.044 | OrdinaryDividend |
| Sep 12, 2011 | $1.598 | CapitalGainLongTerm |
| Dec 20, 2010 | $0.014 | OrdinaryDividend |
| Dec 20, 2010 | $0.020 | CapitalGainShortTerm |
| Sep 09, 2010 | $0.005 | OrdinaryDividend |
| Dec 21, 2009 | $0.051 | OrdinaryDividend |
| Sep 14, 2009 | $0.124 | OrdinaryDividend |
| Dec 22, 2008 | $0.123 | OrdinaryDividend |
| Sep 15, 2008 | $0.168 | OrdinaryDividend |
| Sep 15, 2008 | $0.710 | CapitalGainLongTerm |
| Dec 24, 2007 | $0.140 | OrdinaryDividend |
| Dec 24, 2007 | $1.160 | CapitalGainLongTerm |
| Sep 10, 2007 | $0.190 | OrdinaryDividend |
| Sep 10, 2007 | $3.790 | CapitalGainLongTerm |
| Dec 18, 2006 | $0.130 | OrdinaryDividend |
| Sep 11, 2006 | $0.110 | OrdinaryDividend |
| Sep 11, 2006 | $0.930 | CapitalGainLongTerm |
| Dec 19, 2005 | $0.100 | OrdinaryDividend |
| Sep 12, 2005 | $0.130 | OrdinaryDividend |
| Dec 20, 2004 | $0.300 | OrdinaryDividend |
| Sep 07, 2004 | $0.090 | OrdinaryDividend |
| Dec 22, 2003 | $0.100 | OrdinaryDividend |
| Sep 08, 2003 | $0.120 | OrdinaryDividend |
| Dec 21, 2002 | $0.080 | OrdinaryDividend |
| Sep 07, 2002 | $0.050 | OrdinaryDividend |
| Dec 22, 2001 | $0.050 | OrdinaryDividend |
| Sep 10, 2001 | $0.010 | OrdinaryDividend |
| Dec 26, 2000 | $0.700 | CapitalGainLongTerm |
| Sep 11, 2000 | $0.250 | CapitalGainShortTerm |
| Sep 11, 2000 | $1.570 | CapitalGainLongTerm |
| Sep 07, 1999 | $0.170 | CapitalGainShortTerm |
| Sep 07, 1999 | $1.900 | CapitalGainLongTerm |
| Sep 07, 1999 | $0.140 | OrdinaryDividend |
| Sep 08, 1998 | $0.360 | CapitalGainShortTerm |
| Sep 08, 1998 | $1.700 | CapitalGainLongTerm |
| Sep 08, 1998 | $0.100 | OrdinaryDividend |
| Dec 20, 1997 | $0.100 | OrdinaryDividend |
| Dec 20, 1997 | $0.290 | CapitalGainShortTerm |
| Dec 20, 1997 | $0.330 | CapitalGainLongTerm |
| Sep 08, 1997 | $0.330 | CapitalGainShortTerm |
| Sep 08, 1997 | $0.800 | CapitalGainLongTerm |
| Sep 08, 1997 | $0.160 | OrdinaryDividend |
| Dec 23, 1996 | $0.090 | OrdinaryDividend |
| Dec 23, 1996 | $0.010 | CapitalGainLongTerm |
| Sep 09, 1996 | $0.190 | OrdinaryDividend |
| Sep 09, 1996 | $1.220 | CapitalGainShortTerm |
| Sep 09, 1996 | $1.020 | CapitalGainLongTerm |
| Dec 11, 1995 | $0.820 | OrdinaryDividend |
| Sep 11, 1995 | $1.250 | OrdinaryDividend |
| Sep 06, 1994 | $0.210 | OrdinaryDividend |
| Sep 07, 1993 | $0.850 | OrdinaryDividend |
| Dec 14, 1992 | $0.110 | OrdinaryDividend |
| Sep 08, 1992 | $0.220 | OrdinaryDividend |
| Dec 16, 1991 | $0.060 | OrdinaryDividend |
| Sep 10, 1991 | $0.020 | OrdinaryDividend |
| Dec 10, 1990 | $0.110 | OrdinaryDividend |
| Sep 08, 1990 | $0.040 | OrdinaryDividend |
| Dec 08, 1989 | $0.050 | OrdinaryDividend |
| Sep 11, 1989 | $0.080 | OrdinaryDividend |
| Dec 14, 1988 | $0.030 | OrdinaryDividend |
FBGRX - Fund Manager Analysis
Managers
Sonu Kalra
Start Date
Tenure
Tenure Rank
Jul 01, 2009
12.92
12.9%
Sonu Kalra is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Kalra is lead portfolio manager of Fidelity Blue Chip Growth Fund, Fidelity Series Blue Chip Growth Fund, Blue Chip Growth ETF, and Fidelity Blue Chip Growth Commingled Pool.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.04 | 54.45 | 8.24 | 2.92 |