FBGRX: Fidelity® Blue Chip Growth

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FBGRX Fidelity® Blue Chip Growth

  • Fund
  • FBGRX
  • Price as of: Dec 05, 2019
  • $102.82
    - $0.12 - 0.12%

Profile

FBGRX - Profile

Vitals

  • YTD Return 22.4%
  • 3 Yr Annualized Return 14.5%
  • 5 Yr Annualized Return 8.2%
  • Net Assets $28.6 B
  • Holdings in Top 10 43.0%

52 WEEK LOW AND HIGH

$102.82
$77.94
$105.14

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.80%

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 $2,500

Fund Classification


Distributions

  • YTD Total Return 22.5%
  • 3 Yr Annualized Total Return 18.6%
  • 5 Yr Annualized Total Return 12.2%
  • Capital Gain Distribution Frequency None
  • Net Income Ratio -0.04%
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 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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Performance

FBGRX - Performance

Return Ranking - Trailing

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
YTD 22.4% -69.0% 58.8% 79.19%
1 Yr 15.0% -84.7% 58.7% 31.53%
3 Yr 14.5%* -48.7% 31.4% 26.93%
5 Yr 8.2%* -35.0% 20.6% 32.82%
10 Yr 10.8%* -14.1% 17.7% 38.28%

* Annualized

Return Ranking - Calendar

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
2018 -4.3% -65.5% 13.4% 12.28%
2017 30.3% -46.3% 37.5% 3.89%
2016 -2.3% -43.3% 15.3% 62.07%
2015 0.8% -38.0% 11.4% 25.12%
2014 8.0% -52.4% 105.4% 17.67%

Total Return Ranking - Trailing

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
YTD 22.5% -69.0% 58.1% 80.94%
1 Yr 15.1% -84.7% 58.7% 46.94%
3 Yr 18.6%* -48.7% 31.0% 18.51%
5 Yr 12.2%* -35.0% 19.2% 19.88%
10 Yr 15.1%* -14.2% 17.7% 5.63%

* Annualized

Total Return Ranking - Calendar

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
2018 -0.7% -65.5% 16.5% 15.42%
2017 36.1% -28.2% 51.5% 4.51%
2016 1.6% -43.3% 17.1% 55.41%
2015 6.3% -38.0% 17.3% 19.94%
2014 14.9% -52.4% 120.7% 4.99%

NAV & Total Return History


Holdings

FBGRX - Holdings

Concentration Analysis

FBGRX Category Low Category High FBGRX % Rank
Net Assets 28.6 B 1.25 M 199 B 4.43%
Number of Holdings 318 7 2081 6.68%
Net Assets in Top 10 11.7 B 429 K 53.6 B 4.11%
Weighting of Top 10 43.01% 11.9% 100.0% 33.85%

Top 10 Holdings

  1. Alphabet Inc A 7.24%
  2. Amazon.com Inc 6.99%
  3. Apple Inc 6.94%
  4. Microsoft Corp 5.70%
  5. Facebook Inc A 4.24%
  6. Salesforce.com Inc 2.80%
  7. Visa Inc Class A 2.60%
  8. Marvell Technology Group Ltd 2.34%
  9. NVIDIA Corp 2.22%
  10. Mastercard Inc A 1.93%

Asset Allocation

Weighting Return Low Return High FBGRX % Rank
Stocks
96.69% 80.50% 105.55% 79.89%
Preferred Stocks
1.68% 0.00% 2.51% 1.09%
Other
1.66% -0.92% 3.79% 3.26%
Convertible Bonds
0.00% 0.00% 0.02% 86.02%
Bonds
0.00% 0.00% 3.92% 86.80%
Cash
-0.03% -5.55% 16.25% 98.29%

Stock Sector Breakdown

Weighting Return Low Return High FBGRX % Rank
Technology
32.38% 7.37% 58.59% 37.03%
Consumer Cyclical
21.25% 0.00% 49.54% 8.77%
Communication Services
17.35% 0.00% 28.18% 2.64%
Healthcare
11.06% 0.00% 46.23% 78.11%
Financial Services
6.63% 0.00% 32.66% 92.31%
Consumer Defense
3.80% 0.00% 17.24% 64.91%
Industrials
3.53% 0.00% 24.88% 90.92%
Energy
0.51% -0.02% 7.24% 44.33%
Basic Materials
0.08% 0.00% 11.24% 78.88%
Utilities
0.07% -0.01% 9.70% 29.04%
Real Estate
0.04% 0.00% 10.94% 77.17%

Stock Geographic Breakdown

Weighting Return Low Return High FBGRX % Rank
US
86.41% 80.50% 100.50% 87.66%
Non US
10.28% 0.00% 17.37% 14.29%

Expenses

FBGRX - Expenses

Operational Fees

FBGRX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.80% 0.00% 165.48% 74.17%
Management Fee 0.64% 0.00% 1.40% 48.80%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 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% 25.00% 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% 5.00% 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 45.00% 0.00% 536.00% 58.99%

Distributions

FBGRX - Distributions

Dividend Yield Analysis

FBGRX Category Low Category High FBGRX % Rank
Dividend Yield 0.00% 0.00% 15.32% 91.23%

Dividend Distribution Analysis

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

Net Income Ratio Analysis

FBGRX Category Low Category High FBGRX % Rank
Net Income Ratio -0.04% -7.55% 1.83% 55.07%

Capital Gain Distribution Analysis

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

Dividend Payout History

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Fund Manager Analysis

FBGRX - Fund Manager Analysis

Managers

Sonu Kalra


Start Date

Tenure

Tenure Rank

Jul 01, 2009

10.42

10.4%

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
0.0 51.95 8.02 0.42