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FBGKX Fidelity® Blue Chip Growth K

  • Fund
  • FBGKX
  • Price as of: Jul 19, 2019
  • $103.40 - $0.72 - 0.69%
  • Category
  • Large Cap Growth Equities

FBGKX - Profile

Vitals

  • YTD Return 22.9%
  • 3 Yr Annualized Return 14.8%
  • 5 Yr Annualized Return 8.8%
  • Net Assets $27.9 B
  • Holdings in Top 10 40.7%

52 WEEK LOW AND HIGH

$103.40
$78.04
$106.17

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.62%

SALES FEES

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

BROKERAGE FEES

  • Turnover 41.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

STANDARD (TAXABLE)

$0

IRA

N/A

Investment Themes

CATEGORY

Large Cap Growth Equities
  • Fund Type Open End Mutual Fund
  • Investment Style Large Growth

Distributions

  • YTD Total Return 23.8%
  • 3 Yr Annualized Total Return 19.9%
  • 5 Yr Annualized Total Return 14.3%
  • Capital Gain Distribution Frequency None
  • Net Income Ratio 0.22%
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 22.9% -11.0% 42.2% 50.96%
1 Yr 1.1% -62.5% 15.9% 23.95%
3 Yr 14.8%* -37.9% 22.8% 6.29%
5 Yr 8.8%* -31.2% 23.7% 12.41%
10 Yr 12.9%* -12.5% 16.9% 8.27%

* Annualized


Return Ranking - Calendar

Period FBGKX Return Category Return Low Category Return High Rank in Category (%)
2018 -4.3% -65.5% 9.4% 8.96%
2017 30.3% -28.2% 41.0% 3.00%
2016 -2.4% -56.6% 18.1% 65.13%
2015 0.9% -38.0% 11.4% 23.43%
2014 8.0% -52.4% 105.4% 16.77%

Total Return Ranking - Trailing

Period FBGKX Return Category Return Low Category Return High Rank in Category (%)
YTD 23.8% -11.0% 42.2% 45.26%
1 Yr 5.8% -62.5% 23.6% 34.56%
3 Yr 19.9%* -37.9% 29.1% 4.96%
5 Yr 14.3%* -31.2% 32.5% 6.07%
10 Yr 17.6%* -12.5% 19.8% 1.53%

* Annualized


Total Return Ranking - Calendar

Period FBGKX Return Category Return Low Category Return High Rank in Category (%)
2018 -0.6% -65.5% 16.5% 13.17%
2017 36.2% -28.2% 48.9% 3.53%
2016 1.7% -56.6% 26.8% 57.05%
2015 6.4% -38.0% 17.3% 17.39%
2014 15.1% -52.4% 120.7% 4.77%

NAV & Total Return History

FBGKX - Holdings

Concentration Analysis

FBGKX Category Low Category High FBGKX % Rank
Net Assets 27.9 B 998 K 193 B 4.12%
Number of Holdings 381 6 2032 5.88%
Net Assets in Top 10 10.7 B 592 K 54.6 B 4.12%
Weighting of Top 10 40.71% 13.6% 2577.7% 39.82%

Top 10 Holdings

  1. Amazon.com Inc 7.34%

  2. Alphabet Inc A 6.63%

  3. Apple Inc 5.42%

  4. Microsoft Corp 5.04%

  5. Facebook Inc A 4.07%

  6. Salesforce.com Inc 2.87%

  7. Juul Labs Inc Pc Ser C P/P 2.73%

  8. Visa Inc Class A 2.52%

  9. Marvell Technology Group Ltd 2.19%

  10. Mastercard Inc A 1.89%


Asset Allocation

Weighting Return Low Return High FBGKX % Rank
Stocks
94.89% 17.95% 116.95% 83.86%
Preferred Stocks
4.39% 0.00% 18.88% 0.26%
Cash
0.41% -2543.91% 54.51% 83.07%
Other
0.31% -21.17% 4.37% 7.11%
Convertible Bonds
0.00% 0.00% 2.66% 35.79%
Bonds
0.00% 0.00% 2526.95% 39.65%

Stock Sector Breakdown

Weighting Return Low Return High FBGKX % Rank
Technology
42.52% 0.00% 60.97% 4.82%
Consumer Cyclical
23.61% 0.00% 32.85% 3.77%
Healthcare
11.51% 0.00% 96.10% 79.65%
Financial Services
7.14% 0.00% 40.20% 90.53%
Consumer Defense
4.04% 0.00% 15.95% 61.84%
Industrials
3.71% 0.00% 25.96% 91.58%
Energy
0.73% 0.00% 15.29% 52.54%
Communication Services
0.55% 0.00% 15.66% 66.14%
Basic Materials
0.50% 0.00% 11.46% 77.46%
Real Estate
0.05% 0.00% 10.15% 68.16%
Utilities
0.01% -0.01% 9.45% 36.49%

Stock Geographic Breakdown

Weighting Return Low Return High FBGKX % Rank
US
85.16% 7.01% 115.79% 84.04%
Non US
9.73% 0.00% 92.52% 19.39%

FBGKX - Expenses

Operational Fees

FBGKX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.62% 0.00% 15.15% 88.77%
Management Fee 0.56% 0.00% 1.44% 34.65%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 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 0.05% 5.00% N/A

Turnover 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 41.00% 0.00% 838.00% 52.28%

FBGKX - Distributions

Dividend Yield Analysis

FBGKX Category Low Category High FBGKX % Rank
Dividend Yield 0.00% 0.00% 0.11% 59.74%

Dividend Distribution Analysis

FBGKX Category Low Category High Category Mode
Dividend Distribution Frequency None Annually Semi-Annually Annually

Dividend Payout History


Net Income Ratio Analysis

FBGKX Category Low Category High FBGKX % Rank
Net Income Ratio 0.22% -14.30% 2.62% 37.11%

Capital Gain Distribution Analysis

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

FBGKX - Managers

Sonu Kalra

Manager

Start Date

Tenure

Tenure Rank

Jul 01, 2009

10.0

10.0%

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

0.0

Category High

51.53

Category Average

8.48

Category Mode

0.0