Fidelity® Blue Chip Growth K

Snapshot

Compare

Profile

Performance

FBGKX - Snapshot

Vitals

YTD Return 47.5%
3 Yr Annualized Return 23.3%
5 Yr Annualized Return 20.4%
Net Assets $39.7 B
Holdings in Top 10 47.1%

52 WEEK LOW AND HIGH

$157.77

$81.90

$160.29

Expenses

OPERATING RELATED FEES

Expense Ratio 0.70%

SALES FEES

Front Load N/A
Deferred Load N/A

BROKERAGE FEES

Turnover 49.00%

TRADING FEES

Max Redemption Fee N/A

Min Investment

Standard (Taxable) $0
IRA N/A

Fund Classification

Primary Theme
U.S. Large-Cap Growth Equity
Fund Type Open End Mutual Fund
Investment Style Large Growth

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

American Funds The Growth Fund of America®

Fund

$66.86

+0.80%

$218.07 B

0.57%

$0.38

30.76%

Invesco QQQ Trust

QQQ | ETF

$299.01

+0.92%

$129.99 B

0.55%

$1.63

40.64%

Vanguard Growth Index Fund

VUG | ETF

$243.41

+0.68%

$125.92 B

0.55%

$1.32

33.62%

Vanguard Growth Index Fund

Fund

$125.26

+0.67%

$125.92 B

$0.00

33.44%

Fidelity® Contrafund® Fund

Fund

$17.51

+0.63%

$124.79 B

$0.00

27.72%

FBGKX - Profile

Distributions

YTD Total Return 47.5%
3 Yr Annualized Total Return 23.3%
5 Yr Annualized Total Return 20.4%
Capital Gain Distribution Frequency None
Net Income Ratio -0.07%

DIVIDENDS

Dividend Yield 0.0%
Dividend Distribution Frequency None

Fund Details

Legal Name

Fidelity® Blue Chip Growth Fund
Fund Family Name

Fidelity Investments
Inception Date

May 09, 2008
Shares Outstanding

N/A
Share Class

Retirement
Currency

USD
Domiciled Country

United States
Manager

Sonu Kalra

FBGKX - Performance

Return Ranking - Trailing

Period	FBGKX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	47.5%	-68.2%	129.1%	10.10%
1 Yr	47.6%	-9.0%	135.4%	7.73%
3 Yr	23.3%*	-3.8%	41.0%	7.60%
5 Yr	20.4%*	-10.6%	33.4%	6.08%
10 Yr	18.3%*	5.1%	22.1%	3.85%

* Annualized

Return Ranking - Calendar

Period	FBGKX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	28.4%	-28.8%	76.0%	24.44%
2018	-4.3%	-64.5%	10.6%	14.81%
2017	30.3%	-68.7%	64.3%	5.60%
2016	-2.4%	-56.6%	15.3%	65.30%
2015	0.9%	-82.5%	11.4%	27.19%

Total Return Ranking - Trailing

Period	FBGKX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	47.5%	-68.2%	129.1%	10.10%
1 Yr	47.6%	-12.7%	133.0%	7.20%
3 Yr	23.3%*	-5.7%	41.0%	7.31%
5 Yr	20.4%*	-11.6%	33.4%	5.85%
10 Yr	18.3%*	5.1%	22.1%	3.67%

* Annualized

Total Return Ranking - Calendar

Period	FBGKX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	28.4%	-28.8%	76.0%	24.59%
2018	-0.6%	-64.5%	16.5%	15.38%
2017	36.2%	-24.8%	64.3%	4.83%
2016	1.7%	-56.6%	17.1%	54.92%
2015	6.4%	-38.0%	17.3%	18.62%

NAV & Total Return History

FBGKX - Holdings

Concentration Analysis

	FBGKX	Category Low	Category High	FBGKX % Rank
Net Assets	39.7 B	10.3 K	218 B	4.06%
Number of Holdings	418	1	2364	4.09%
Net Assets in Top 10	19.3 B	425 K	89.8 B	4.09%
Weighting of Top 10	47.13%	10.5%	100.0%	38.07%

Top 10 Holdings

Apple Inc 9.34%
Amazon.com Inc 8.75%
Microsoft Corp 6.40%
Alphabet Inc A 4.46%
Facebook Inc A 4.09%
Tesla Inc 4.07%
Tesla Inc 4.07%
Tesla Inc 4.07%
Tesla Inc 4.07%
Tesla Inc 4.07%

Asset Allocation

	Weighting	Return Low	Return High	FBGKX % Rank
Stocks	97.81%	48.25%	116.73%	67.69%
Other	1.48%	-17.43%	18.94%	2.92%
Preferred Stocks	0.69%	0.00%	2.39%	2.85%
Cash	0.02%	-12.08%	51.74%	88.54%
Bonds	0.01%	-0.42%	9.62%	3.49%
Convertible Bonds	0.00%	0.00%	6.97%	10.95%

Stock Sector Breakdown

	Weighting	Return Low	Return High	FBGKX % Rank
Technology	37.54%	0.00%	53.57%	19.42%
Consumer Cyclical	29.66%	0.00%	48.24%	0.88%
Communication Services	14.48%	0.00%	67.67%	34.82%
Healthcare	7.70%	0.00%	69.42%	92.41%
Financial Services	5.22%	0.00%	41.61%	88.39%
Consumer Defense	2.61%	0.00%	19.68%	68.32%
Industrials	1.41%	0.00%	29.16%	91.39%
Energy	0.65%	0.00%	19.81%	17.74%
Real Estate	0.44%	0.00%	23.28%	73.14%
Basic Materials	0.29%	0.00%	13.33%	69.05%
Utilities	0.00%	0.00%	11.79%	41.68%

Stock Geographic Breakdown

	Weighting	Return Low	Return High	FBGKX % Rank
US	86.14%	46.80%	116.11%	83.43%
Non US	11.67%	0.00%	36.31%	12.41%

Bond Sector Breakdown

	Weighting	Return Low	Return High	FBGKX % Rank
Corporate	97.03%	0.00%	100.00%	0.23%
Derivative	2.97%	0.00%	90.56%	2.89%
Cash & Equivalents	0.00%	0.00%	100.00%	99.62%
Securitized	0.00%	0.00%	35.58%	9.57%
Municipal	0.00%	0.00%	0.37%	9.26%
Government	0.00%	0.00%	100.00%	11.24%

Bond Geographic Breakdown

	Weighting	Return Low	Return High	FBGKX % Rank
US	0.01%	-0.42%	9.62%	3.50%
Non US	0.00%	0.00%	2.03%	9.27%

FBGKX - Expenses

Operational Fees

	FBGKX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Expense Ratio	0.70%	0.01%	23.28%	77.90%
Management Fee	0.64%	0.00%	1.50%	50.91%
12b-1 Fee	N/A	0.00%	1.00%	N/A
Administrative Fee	N/A	0.01%	1.02%	N/A

Sales Fees

	FBGKX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Front Load	N/A	0.50%	8.50%	N/A
Deferred Load	N/A	1.00%	5.50%	N/A

Trading Fees

	FBGKX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Max Redemption Fee	N/A	0.50%	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.

	FBGKX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Turnover	49.00%	0.00%	464.00%	60.58%

FBGKX - Distributions

Dividend Yield Analysis

	FBGKX	Category Low	Category High	FBGKX % Rank
Dividend Yield	0.00%	0.00%	17.80%	14.49%

Dividend Distribution Analysis

	FBGKX	Category Low	Category High	Category Mod
Dividend Distribution Frequency	None	Annually	Quarterly	Annually

Net Income Ratio Analysis

	FBGKX	Category Low	Category High	FBGKX % Rank
Net Income Ratio	-0.07%	-8.87%	2.43%	56.80%

Capital Gain Distribution Analysis

	FBGKX	Category Low	Category High	Capital Mode
Capital Gain Distribution Frequency	None	Annually	Annually	Annually

Dividend Payout History

Date	Amount
Dec 28, 2012	$0.005
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	$0.184

View More +

FBGKX - Fund Manager Analysis

Managers

Sonu Kalra

Start Date

Tenure

Tenure Rank

Jul 01, 2009

11.34

11.3%

Kalra,portfolio manager, 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.

Tenure Analysis

Category Low	Category High	Category Average	Category Mode
0.01	52.87	7.74	0.83

You have successfully subscribed to Advisor Access. Thank you!

Fidelity® Blue Chip Growth K

FBGKX - Snapshot

Vitals

52 WEEK LOW AND HIGH

Expenses

OPERATING RELATED FEES

SALES FEES

BROKERAGE FEES

TRADING FEES

Min Investment

Fund Classification

FBGKX - Profile

Distributions

Fund Details

FBGKX - Performance

Return Ranking - Trailing

Return Ranking - Calendar

Total Return Ranking - Trailing

Total Return Ranking - Calendar

NAV & Total Return History

FBGKX - Holdings

Concentration Analysis

Top 10 Holdings

Asset Allocation

Stock Sector Breakdown

Stock Geographic Breakdown

Bond Sector Breakdown

Bond Geographic Breakdown

FBGKX - Expenses

Operational Fees

Sales Fees

Trading Fees

Related Fees

FBGKX - Distributions

Dividend Yield Analysis

Dividend Distribution Analysis

Net Income Ratio Analysis

Capital Gain Distribution Analysis

Dividend Payout History

FBGKX - Fund Manager Analysis

Managers

Sonu Kalra

Tenure Analysis

Advertisement

Wait! Do you know all the important aspects of mutual funds?

Free Advisor Access newsletter emailed to you.

Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.

Sign up for Advisor Access