FBGRX: Fidelity® Blue Chip Growth Fund - MutualFunds.com

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Fidelity® Blue Chip Growth

FBGRX - Snapshot

Vitals

  • YTD Return 47.0%
  • 3 Yr Annualized Return 23.2%
  • 5 Yr Annualized Return 20.3%
  • Net Assets $39.7 B
  • Holdings in Top 10 47.1%

52 WEEK LOW AND HIGH

$158.79
$81.70
$159.84

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.79%

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 $2,500

Fund Classification


Compare FBGRX to Popular U.S. Large-Cap Growth Equity Funds and ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

$66.49

-0.55%

$218.07 B

0.57%

$0.38

30.04%

-

$299.62

+0.20%

$129.99 B

0.55%

$1.63

42.73%

-

$243.67

+0.11%

$125.92 B

0.54%

$1.32

35.21%

-

$125.42

+0.13%

$125.92 B

-

$0.00

33.61%

-

$17.50

-0.06%

$124.79 B

-

$0.00

27.64%

-

FBGRX - Profile

Distributions

  • YTD Total Return 47.0%
  • 3 Yr Annualized Total Return 23.2%
  • 5 Yr Annualized Total Return 20.3%
  • Capital Gain Distribution Frequency None
  • Net Income Ratio -0.16%
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
    Dec 31, 1987
  • Shares Outstanding
    N/A
  • Share Class
    No Load
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Sonu Kalra

Fund Description

The fund invests primarily in common stocks of well-known and established companies. It normally invests at least 80% of assets in blue chip companies. The fund invests in companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It invests in securities of domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.


FBGRX - Performance

Return Ranking - Trailing

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
YTD 47.0% -67.8% 131.3% 10.54%
1 Yr 47.5% -9.0% 135.4% 7.75%
3 Yr 23.2%* -3.8% 41.0% 7.77%
5 Yr 20.3%* -10.6% 33.4% 6.43%
10 Yr 18.1%* 5.1% 22.1% 4.10%

* Annualized

Return Ranking - Calendar

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
2019 28.3% -28.8% 76.0% 26.38%
2018 -4.3% -64.5% 10.6% 14.90%
2017 30.3% -68.7% 64.3% 5.69%
2016 -2.3% -56.6% 15.3% 64.85%
2015 0.8% -82.5% 11.4% 27.68%

Total Return Ranking - Trailing

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
YTD 47.0% -68.2% 131.3% 10.54%
1 Yr 47.5% -12.7% 133.0% 7.22%
3 Yr 23.2%* -5.7% 41.0% 7.41%
5 Yr 20.3%* -11.6% 33.4% 6.20%
10 Yr 18.1%* 5.1% 22.1% 3.92%

* Annualized

Total Return Ranking - Calendar

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
2019 28.3% -28.8% 76.0% 26.53%
2018 -0.7% -64.5% 16.5% 15.46%
2017 36.1% -24.8% 64.3% 5.09%
2016 1.6% -56.6% 17.1% 56.28%
2015 6.3% -38.0% 17.3% 19.90%

NAV & Total Return History


FBGRX - Holdings

Concentration Analysis

FBGRX Category Low Category High FBGRX % Rank
Net Assets 39.7 B 10.3 K 218 B 4.46%
Number of Holdings 418 1 2364 4.13%
Net Assets in Top 10 19.3 B 425 K 89.8 B 4.49%
Weighting of Top 10 47.13% 10.5% 100.0% 37.92%

Top 10 Holdings

  1. Apple Inc 9.34%
  2. Amazon.com Inc 8.75%
  3. Microsoft Corp 6.40%
  4. Alphabet Inc A 4.46%
  5. Facebook Inc A 4.09%
  6. Tesla Inc 4.07%
  7. Tesla Inc 4.07%
  8. Tesla Inc 4.07%
  9. Tesla Inc 4.07%
  10. Tesla Inc 4.07%

Asset Allocation

Weighting Return Low Return High FBGRX % Rank
Stocks
97.81% 48.25% 116.73% 67.63%
Other
1.48% -17.43% 18.94% 2.97%
Preferred Stocks
0.69% 0.00% 2.39% 2.90%
Cash
0.02% -12.08% 51.74% 88.48%
Bonds
0.01% -0.42% 9.62% 4.41%
Convertible Bonds
0.00% 0.00% 6.97% 59.20%

Stock Sector Breakdown

Weighting Return Low Return High FBGRX % Rank
Technology
37.54% 0.00% 53.57% 19.35%
Consumer Cyclical
29.66% 0.00% 48.24% 0.94%
Communication Services
14.48% 0.00% 67.67% 35.36%
Healthcare
7.70% 0.00% 69.42% 92.54%
Financial Services
5.22% 0.00% 41.61% 88.55%
Consumer Defense
2.61% 0.00% 19.68% 68.48%
Industrials
1.41% 0.00% 29.16% 91.52%
Energy
0.65% 0.00% 19.81% 18.26%
Real Estate
0.44% 0.00% 23.28% 73.41%
Basic Materials
0.29% 0.00% 13.33% 69.57%
Utilities
0.00% 0.00% 11.79% 72.90%

Stock Geographic Breakdown

Weighting Return Low Return High FBGRX % Rank
US
86.14% 46.80% 116.11% 83.12%
Non US
11.67% 0.00% 36.31% 12.68%

Bond Sector Breakdown

Weighting Return Low Return High FBGRX % Rank
Corporate
97.03% 0.00% 100.00% 0.30%
Derivative
2.97% 0.00% 91.47% 2.94%
Cash & Equivalents
0.00% 0.00% 100.00% 99.85%
Securitized
0.00% 0.00% 35.58% 58.40%
Municipal
0.00% 0.00% 0.37% 58.33%
Government
0.00% 0.00% 100.00% 59.01%

Bond Geographic Breakdown

Weighting Return Low Return High FBGRX % Rank
US
0.01% -0.42% 9.62% 4.42%
Non US
0.00% 0.00% 2.03% 58.19%

FBGRX - Expenses

Operational Fees

FBGRX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.79% 0.01% 23.28% 69.71%
Management Fee 0.64% 0.00% 1.50% 52.43%
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 0.50% 8.50% N/A
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

FBGRX 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.

FBGRX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 49.00% 0.00% 464.00% 61.69%

FBGRX - Distributions

Dividend Yield Analysis

FBGRX Category Low Category High FBGRX % Rank
Dividend Yield 0.00% 0.00% 17.85% 60.65%

Dividend Distribution Analysis

FBGRX Category Low Category High Category Mod
Dividend Distribution Frequency None Annually Monthly Annually

Net Income Ratio Analysis

FBGRX Category Low Category High FBGRX % Rank
Net Income Ratio -0.16% -8.87% 2.43% 63.06%

Capital Gain Distribution Analysis

FBGRX Category Low Category High Capital Mode
Capital Gain Distribution Frequency None Annually Daily Annually

Dividend Payout History

View More +

FBGRX - 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 7.72 0.83
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