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The Fidelity Blue Chip Growth Fund (FBGRX) is an actively managed fund that seeks to grow investor capital over the long term by investing in “blue-chip” stocks. These are defined as large-cap U.S. stocks included in either the S&P 500 or the Dow Jones Industrial Average, essentially, well-known companies. The managers of FBGRX will use various metrics to find stocks with above-average growth potential.
Expenses for FBGRX run average for the large-cap growth category. The fund makes a great choice for investors looking to overweight growth stocks over an index fund, or as a core offering when placing it with a similarly styled value fund.
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| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 16.5% | -11.0% | 42.2% | 65.99% |
| 1 Yr | -3.4% | -62.5% | 15.9% | 28.37% |
| 3 Yr | 11.6%* | -37.9% | 22.8% | 9.07% |
| 5 Yr | 7.5%* | -31.2% | 23.7% | 13.71% |
| 10 Yr | 11.9%* | -12.5% | 16.9% | 11.07% |
* Annualized
| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -4.3% | -65.5% | 9.4% | 8.99% |
| 2017 | 30.3% | -28.2% | 41.0% | 3.11% |
| 2016 | -2.3% | -56.6% | 18.1% | 64.62% |
| 2015 | 0.8% | -38.0% | 11.4% | 23.89% |
| 2014 | 8.0% | -52.4% | 105.4% | 16.94% |
| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 16.5% | -11.0% | 42.2% | 66.08% |
| 1 Yr | 0.3% | -62.5% | 23.6% | 38.24% |
| 3 Yr | 16.2%* | -37.9% | 29.1% | 10.22% |
| 5 Yr | 12.7%* | -31.2% | 32.5% | 10.22% |
| 10 Yr | 16.3%* | -12.5% | 19.8% | 2.54% |
* Annualized
| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -0.7% | -65.5% | 16.5% | 13.23% |
| 2017 | 36.1% | -28.2% | 48.9% | 3.73% |
| 2016 | 1.6% | -56.6% | 26.8% | 58.20% |
| 2015 | 6.3% | -38.0% | 17.3% | 18.45% |
| 2014 | 14.9% | -52.4% | 120.7% | 5.06% |
| FBGRX | Category Low | Category High | FBGRX % Rank | |
|---|---|---|---|---|
| Net Assets | 28.3 B | 998 K | 193 B | 4.23% |
| Number of Holdings | 367 | 6 | 2032 | 6.17% |
| Net Assets in Top 10 | 11.3 B | 592 K | 54.6 B | 4.23% |
| Weighting of Top 10 | 40.52% | 13.6% | 2577.7% | 43.26% |
| Weighting | Return Low | Return High | FBGRX % Rank | |
|---|---|---|---|---|
| Stocks | 95.39% | 17.95% | 116.95% | 78.85% |
| Preferred Stocks | 4.25% | 0.00% | 18.88% | 0.35% |
| Other | 0.34% | -21.17% | 4.37% | 7.22% |
| Cash | 0.03% | -2543.91% | 54.51% | 92.42% |
| Convertible Bonds | 0.00% | 0.00% | 2.66% | 60.18% |
| Bonds | 0.00% | 0.00% | 2526.95% | 62.29% |
| Weighting | Return Low | Return High | FBGRX % Rank | |
|---|---|---|---|---|
| Technology | 43.03% | 0.00% | 60.97% | 4.23% |
| Consumer Cyclical | 24.06% | 0.00% | 32.85% | 4.32% |
| Healthcare | 11.44% | 0.00% | 96.10% | 81.15% |
| Financial Services | 6.54% | 0.00% | 40.20% | 92.86% |
| Consumer Defense | 3.97% | 0.00% | 15.95% | 61.23% |
| Industrials | 3.86% | 0.00% | 25.96% | 89.78% |
| Basic Materials | 0.75% | 0.00% | 11.46% | 75.24% |
| Energy | 0.66% | 0.00% | 15.29% | 54.27% |
| Communication Services | 0.52% | 0.00% | 15.66% | 67.84% |
| Real Estate | 0.06% | 0.00% | 10.15% | 67.93% |
| Utilities | 0.01% | -0.01% | 9.45% | 37.44% |
| Weighting | Return Low | Return High | FBGRX % Rank | |
|---|---|---|---|---|
| US | 85.31% | 7.01% | 115.79% | 83.26% |
| Non US | 10.08% | 0.00% | 92.52% | 20.26% |
| FBGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.72% | 0.00% | 15.15% | 80.97% |
| Management Fee | 0.56% | 0.00% | 1.44% | 36.21% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.00% | 1.02% | N/A |
| FBGRX 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 |
| FBGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.05% | 5.00% | 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.
| FBGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 41.00% | 0.00% | 838.00% | 52.78% |
| FBGRX | Category Low | Category High | FBGRX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.11% | 74.01% |
| FBGRX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | None | Annually | Semi-Annually | Annually |
| Date | Amount |
|---|---|
| Dec 28, 2012 | $0.005 |
| Sep 10, 2012 | $0.022 |
| Dec 19, 2011 | $0.044 |
| Dec 20, 2010 | $0.014 |
| Sep 09, 2010 | $0.005 |
| Dec 21, 2009 | $0.051 |
| Sep 14, 2009 | $0.124 |
| Dec 22, 2008 | $0.123 |
| Sep 15, 2008 | $0.168 |
| Dec 24, 2007 | $0.140 |
| Sep 10, 2007 | $0.190 |
| Dec 18, 2006 | $0.130 |
| Sep 11, 2006 | $0.110 |
| Dec 19, 2005 | $0.100 |
| Sep 12, 2005 | $0.130 |
| Dec 20, 2004 | $0.300 |
| Sep 07, 2004 | $0.090 |
| Dec 22, 2003 | $0.100 |
| Sep 08, 2003 | $0.120 |
| Dec 23, 2002 | $0.080 |
| Sep 09, 2002 | $0.050 |
| Dec 24, 2001 | $0.050 |
| Sep 10, 2001 | $0.010 |
| Dec 22, 1997 | $0.100 |
| Dec 23, 1996 | $0.090 |
| Sep 09, 1996 | $0.190 |
| Sep 06, 1994 | $0.210 |
| Dec 16, 1991 | $0.060 |
| Sep 09, 1991 | $0.020 |
| Dec 07, 1990 | $0.110 |
| Sep 07, 1990 | $0.040 |
| Dec 27, 1988 | $0.030 |
| FBGRX | Category Low | Category High | FBGRX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.12% | -14.30% | 2.62% | 44.85% |
| FBGRX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | None | Annually | Semi-Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Jul 01, 2009
10.09
10.1%
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
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
