News
Mutual Funds Weekly Roundup: August 2
MutualFunds.com provides weekly information about any material impact on the mutual funds industry...
Welcome to MutualFunds.com
Please help us personalize your experience and select the one that best describes you.
Your personalized experience is almost ready.
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
Find the latest content and information here about the 2019 Charles Schwab Impact Conference.
18 Most Popular Mutual Fund Categories
View All Categories
15 Most Popular Fund Company Quick Screens
View All Fund Company Quick Screens
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.
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.
Sign up for Advisor Access to receive email updates about FBGRX competitors, news, CE accredited webcasts and more.
| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 6.1% | 0.0% | 10.9% | 7.35% |
| 1 Yr | 29.0% | -68.4% | 53.7% | 28.23% |
| 3 Yr | 17.7%* | -45.2% | 29.2% | 16.68% |
| 5 Yr | 10.6%* | -36.6% | 17.1% | 23.91% |
| 10 Yr | 12.0%* | -17.8% | 17.3% | 28.46% |
* Annualized
| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 28.3% | -67.9% | 49.9% | 24.14% |
| 2018 | -4.3% | -65.5% | 13.4% | 12.61% |
| 2017 | 30.3% | -46.3% | 37.5% | 4.17% |
| 2016 | -2.3% | -43.3% | 15.3% | 62.36% |
| 2015 | 0.8% | -38.0% | 11.4% | 24.80% |
| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 6.1% | 0.0% | 10.9% | 7.35% |
| 1 Yr | 29.0% | -68.4% | 53.7% | 26.36% |
| 3 Yr | 20.9%* | -45.2% | 35.7% | 8.47% |
| 5 Yr | 14.5%* | -36.6% | 17.8% | 7.87% |
| 10 Yr | 16.3%* | -17.8% | 17.8% | 1.92% |
* Annualized
| Period | FBGRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 28.3% | -67.9% | 49.9% | 24.14% |
| 2018 | -0.7% | -65.5% | 16.5% | 15.44% |
| 2017 | 36.1% | -28.2% | 51.5% | 4.43% |
| 2016 | 1.6% | -43.3% | 17.1% | 55.45% |
| 2015 | 6.3% | -38.0% | 17.3% | 19.61% |
| FBGRX | Category Low | Category High | FBGRX % Rank | |
|---|---|---|---|---|
| Net Assets | 29.5 B | 1.21 M | 201 B | 4.27% |
| Number of Holdings | 304 | 1 | 2071 | 6.90% |
| Net Assets in Top 10 | 12.3 B | 434 K | 63 B | 3.97% |
| Weighting of Top 10 | 42.82% | 11.2% | 100.0% | 36.73% |
| Weighting | Return Low | Return High | FBGRX % Rank | |
|---|---|---|---|---|
| Stocks | 96.65% | 83.84% | 105.55% | 81.56% |
| Other | 1.66% | -0.57% | 8.03% | 3.67% |
| Preferred Stocks | 1.65% | 0.00% | 2.51% | 1.20% |
| Cash | 0.05% | -5.55% | 16.16% | 88.53% |
| Convertible Bonds | 0.00% | 0.00% | 0.67% | 62.29% |
| Bonds | 0.00% | -0.51% | 3.92% | 65.22% |
| Weighting | Return Low | Return High | FBGRX % Rank | |
|---|---|---|---|---|
| Technology | 34.31% | 7.73% | 54.94% | 19.04% |
| Consumer Cyclical | 20.95% | 0.00% | 52.42% | 6.97% |
| Communication Services | 17.68% | 0.00% | 31.01% | 8.10% |
| Healthcare | 12.35% | 0.00% | 52.57% | 74.96% |
| Financial Services | 6.88% | 0.00% | 38.34% | 93.10% |
| Industrials | 3.88% | 0.00% | 26.44% | 91.00% |
| Consumer Defense | 3.19% | 0.00% | 18.71% | 68.59% |
| Energy | 0.54% | 0.00% | 6.74% | 43.48% |
| Basic Materials | 0.09% | 0.00% | 11.40% | 78.86% |
| Utilities | 0.06% | 0.00% | 9.99% | 30.21% |
| Real Estate | 0.06% | 0.00% | 12.72% | 74.89% |
| Weighting | Return Low | Return High | FBGRX % Rank | |
|---|---|---|---|---|
| US | 86.79% | 80.59% | 100.51% | 86.58% |
| Non US | 9.86% | 0.00% | 17.94% | 17.24% |
| FBGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.80% | 0.00% | 165.48% | 73.23% |
| Management Fee | 0.64% | 0.00% | 1.40% | 49.24% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 1.02% | N/A |
| 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 |
| FBGRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.50% | 2.00% | 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 | 45.00% | 0.00% | 807.00% | 57.09% |
| FBGRX | Category Low | Category High | FBGRX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 47.83% | 64.24% |
| FBGRX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | None | Annually | Quarterly | Annually |
| FBGRX | Category Low | Category High | FBGRX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | -0.04% | -2.06% | 2.43% | 56.74% |
| FBGRX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain 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 |
Start Date
Tenure
Tenure Rank
Jul 01, 2009
10.51
10.5%
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.
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.05 | 52.03 | 8.15 | 0.67 |
News
MutualFunds.com provides weekly information about any material impact on the mutual funds industry...
News
Check out the mutual funds that moved in a significant manner over the...
News
Every fortnight, MutualFunds.com provides a snapshot of the performance of some key mutual...
TAXATION
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
MUTUAL FUND EDUCATION
Many investors assume that changes in a mutual fund’s net asset value (NAV)...
MUTUAL FUND EDUCATION
For investors looking to add mutual funds to their portfolio, they need to...
Receive email updates about best performers, news, CE accredited webcasts and more.
Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.