FBGKX: Fidelity® Blue Chip Growth K

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience

Channels

Find the latest content and information here about the 2019 Charles Schwab Impact Conference.

Advisors

Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.

Content focused on helping financial advisors build successful client relationships and grow their business.

Content geared towards helping financial advisors build better client portfolios.

Get insights on the industry trends and investment news from leading fund managers and experts.

FBGKX Fidelity® Blue Chip Growth K


Profile

FBGKX - Profile

Vitals

  • YTD Return 8.8%
  • 3 Yr Annualized Return 13.4%
  • 5 Yr Annualized Return 9.7%
  • Net Assets $29.3 B
  • Holdings in Top 10 46.5%

52 WEEK LOW AND HIGH

$117.51
$81.90
$120.90

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.70%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 45.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA N/A

Fund Classification


Distributions

  • YTD Total Return 8.8%
  • 3 Yr Annualized Total Return 16.6%
  • 5 Yr Annualized Total Return 13.7%
  • Capital Gain Distribution Frequency None
  • Net Income Ratio 0.05%
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

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.


Categories

Fund Company Quick Screens

Performance

FBGKX - Performance

Return Ranking - Trailing

Period FBGKX Return Category Return Low Category Return High Rank in Category (%)
YTD 8.8% -79.9% 37.5% 12.48%
1 Yr 21.7% -80.4% 46.8% 7.29%
3 Yr 13.4%* -48.1% 30.2% 8.28%
5 Yr 9.7%* -36.7% 16.1% 9.71%
10 Yr 12.3%* -17.2% 16.7% 9.24%

* Annualized

Return Ranking - Calendar

Period FBGKX Return Category Return Low Category Return High Rank in Category (%)
2019 28.4% -67.9% 49.9% 22.34%
2018 -4.3% -65.5% 10.6% 12.82%
2017 30.3% -46.3% 52.2% 4.56%
2016 -2.4% -43.3% 15.3% 63.64%
2015 0.9% -82.5% 11.4% 24.73%

Total Return Ranking - Trailing

Period FBGKX Return Category Return Low Category Return High Rank in Category (%)
YTD 8.8% -79.9% 37.5% 12.48%
1 Yr 21.7% -80.4% 46.8% 7.29%
3 Yr 16.6%* -48.1% 30.2% 7.77%
5 Yr 13.7%* -36.7% 21.1% 6.02%
10 Yr 16.7%* -17.2% 19.9% 3.17%

* Annualized

Total Return Ranking - Calendar

Period FBGKX Return Category Return Low Category Return High Rank in Category (%)
2019 28.4% -67.9% 49.9% 22.50%
2018 -0.6% -65.5% 16.5% 15.51%
2017 36.2% -28.2% 52.2% 4.39%
2016 1.7% -43.3% 17.1% 53.44%
2015 6.4% -38.0% 17.3% 18.87%

NAV & Total Return History


Holdings

FBGKX - Holdings

Concentration Analysis

FBGKX Category Low Category High FBGKX % Rank
Net Assets 29.3 B 858 K 188 B 4.31%
Number of Holdings 305 1 2163 6.72%
Net Assets in Top 10 11.6 B 399 K 54.7 B 4.98%
Weighting of Top 10 46.49% 11.6% 100.0% 33.38%

Top 10 Holdings

  1. Amazon.com Inc 8.11%
  2. Apple Inc 7.67%
  3. Alphabet Inc A 7.06%
  4. Microsoft Corp 6.77%
  5. Facebook Inc A 3.45%
  6. NVIDIA Corp 3.34%
  7. Salesforce.com Inc 2.80%
  8. Marvell Technology Group Ltd 2.60%
  9. Visa Inc Class A 2.56%
  10. Tesla Inc 2.13%

Asset Allocation

Weighting Return Low Return High FBGKX % Rank
Stocks
96.98% 80.85% 100.33% 71.37%
Other
1.62% -9.83% 4.87% 2.57%
Preferred Stocks
1.28% 0.00% 2.51% 0.68%
Cash
0.11% -1.02% 19.15% 89.12%
Convertible Bonds
0.00% 0.00% 0.20% 31.34%
Bonds
0.00% -0.42% 4.53% 33.91%

Stock Sector Breakdown

Weighting Return Low Return High FBGKX % Rank
Technology
37.99% 11.44% 54.73% 8.61%
Consumer Cyclical
21.94% 0.00% 29.26% 4.46%
Communication Services
15.94% 0.00% 29.93% 18.43%
Healthcare
12.31% 0.00% 47.20% 85.20%
Financial Services
6.47% 0.00% 33.35% 88.97%
Industrials
2.47% 0.00% 24.88% 88.29%
Consumer Defense
2.17% 0.00% 18.88% 72.73%
Energy
0.40% 0.00% 8.67% 30.36%
Basic Materials
0.15% 0.00% 10.55% 71.22%
Real Estate
0.09% 0.00% 11.78% 76.21%
Utilities
0.06% 0.00% 10.21% 30.66%

Stock Geographic Breakdown

Weighting Return Low Return High FBGKX % Rank
US
87.29% 78.13% 100.21% 81.80%
Non US
9.69% 0.00% 19.16% 15.94%

Expenses

FBGKX - Expenses

Operational Fees

FBGKX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.70% 0.01% 24.73% 82.48%
Management Fee 0.64% 0.00% 1.40% 48.67%
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 2.50% 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 45.00% 0.00% 464.00% 56.70%

Distributions

FBGKX - Distributions

Dividend Yield Analysis

FBGKX Category Low Category High FBGKX % Rank
Dividend Yield 0.00% 0.00% 22.73% 33.51%

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 0.05% -2.06% 2.43% 49.15%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

Fund Manager Analysis

FBGKX - Fund Manager Analysis

Managers

Sonu Kalra


Start Date

Tenure

Tenure Rank

Jul 01, 2009

10.84

10.8%

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
0.03 52.36 8.18 1.0