FBGKX: Fidelity® Blue Chip Growth K

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FBGKX Fidelity® Blue Chip Growth K


Profile

FBGKX - Profile

Vitals

  • YTD Return 32.6%
  • 3 Yr Annualized Return 19.4%
  • 5 Yr Annualized Return 14.0%
  • Net Assets $34.8 B
  • Holdings in Top 10 45.9%

52 WEEK LOW AND HIGH

$143.17
$81.90
$143.17

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.70%

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 N/A

Fund Classification


Distributions

  • YTD Total Return 32.6%
  • 3 Yr Annualized Total Return 22.8%
  • 5 Yr Annualized Total Return 18.1%
  • Capital Gain Distribution Frequency None
  • Net Income Ratio 0.05%
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

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Categories

Fund Company Quick Screens

Performance

FBGKX - Performance

Return Ranking - Trailing

Period FBGKX Return Category Return Low Category Return High Rank in Category (%)
YTD 32.6% -91.6% 106.0% 9.89%
1 Yr 44.7% -92.0% 96.5% 5.74%
3 Yr 19.4%* -59.0% 38.9% 6.51%
5 Yr 14.0%* -41.4% 22.1% 7.29%
10 Yr 14.1%* -18.4% 18.2% 8.36%

* Annualized

Return Ranking - Calendar

Period FBGKX Return Category Return Low Category Return High Rank in Category (%)
2019 28.4% -67.9% 49.9% 22.54%
2018 -4.3% -65.5% 10.6% 13.09%
2017 30.3% -46.3% 52.2% 4.32%
2016 -2.4% -43.3% 15.3% 63.47%
2015 0.9% -82.5% 11.4% 24.48%

Total Return Ranking - Trailing

Period FBGKX Return Category Return Low Category Return High Rank in Category (%)
YTD 32.6% -91.6% 106.0% 9.89%
1 Yr 44.7% -92.0% 96.5% 5.74%
3 Yr 22.8%* -57.9% 38.9% 6.34%
5 Yr 18.1%* -38.8% 27.1% 4.03%
10 Yr 18.6%* -16.5% 22.3% 2.43%

* Annualized

Total Return Ranking - Calendar

Period FBGKX Return Category Return Low Category Return High Rank in Category (%)
2019 28.4% -67.9% 49.9% 22.70%
2018 -0.6% -65.5% 16.5% 16.04%
2017 36.2% -28.2% 52.2% 4.41%
2016 1.7% -43.3% 17.1% 53.51%
2015 6.4% -38.0% 17.3% 18.88%

NAV & Total Return History


Holdings

FBGKX - Holdings

Concentration Analysis

FBGKX Category Low Category High FBGKX % Rank
Net Assets 34.8 B 858 K 206 B 4.32%
Number of Holdings 427 1 2209 3.94%
Net Assets in Top 10 16 B 399 K 71.6 B 4.02%
Weighting of Top 10 45.93% 13.2% 100.0% 38.29%

Top 10 Holdings

  1. Amazon.com Inc 8.62%
  2. Apple Inc 8.48%
  3. Microsoft Corp 7.11%
  4. Alphabet Inc A 4.40%
  5. Facebook Inc A 3.75%
  6. NVIDIA Corp 3.33%
  7. Tesla Inc 3.12%
  8. Marvell Technology Group Ltd 2.65%
  9. Salesforce.com Inc 2.34%
  10. Visa Inc Class A 2.12%

Asset Allocation

Weighting Return Low Return High FBGKX % Rank
Stocks
97.49% 82.99% 103.32% 71.72%
Other
1.46% -3.26% 5.14% 2.58%
Preferred Stocks
0.94% 0.00% 2.55% 2.27%
Cash
0.09% -3.33% 17.02% 90.07%
Bonds
0.01% -0.24% 13.73% 5.61%
Convertible Bonds
0.00% 0.00% 0.52% 31.54%

Stock Sector Breakdown

Weighting Return Low Return High FBGKX % Rank
Technology
36.82% 10.36% 54.73% 18.27%
Consumer Cyclical
26.53% 0.00% 44.53% 1.29%
Communication Services
14.34% 0.00% 29.93% 30.78%
Healthcare
11.58% 0.00% 48.60% 85.52%
Financial Services
6.30% 0.00% 41.40% 86.88%
Consumer Defense
1.94% 0.00% 21.78% 75.97%
Industrials
1.19% 0.00% 24.88% 94.31%
Energy
0.61% 0.00% 8.11% 25.78%
Real Estate
0.42% 0.00% 22.16% 74.22%
Basic Materials
0.27% 0.00% 11.07% 71.11%
Utilities
0.00% 0.00% 6.86% 53.75%

Stock Geographic Breakdown

Weighting Return Low Return High FBGKX % Rank
US
85.67% 78.13% 100.25% 88.70%
Non US
11.82% 0.00% 18.14% 7.51%

Bond Sector Breakdown

Weighting Return Low Return High FBGKX % Rank
Corporate
90.07% 0.00% 100.00% 0.47%
Cash & Equivalents
9.93% 0.00% 100.00% 96.46%
Derivative
0.00% -0.06% 75.19% 34.02%
Securitized
0.00% 0.00% 6.54% 31.18%
Municipal
0.00% 0.00% 6.99% 31.57%
Government
0.00% 0.00% 100.00% 32.83%

Bond Geographic Breakdown

Weighting Return Low Return High FBGKX % Rank
US
0.01% -0.24% 13.73% 5.53%
Non US
0.00% 0.00% 0.17% 30.86%

Expenses

FBGKX - Expenses

Operational Fees

FBGKX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.70% 0.01% 24.73% 82.55%
Management Fee 0.64% 0.00% 1.40% 47.94%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 1.02% N/A

Sales Fees

FBGKX 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

FBGKX 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.

FBGKX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 45.00% 0.00% 464.00% 55.60%

Distributions

FBGKX - Distributions

Dividend Yield Analysis

FBGKX Category Low Category High FBGKX % Rank
Dividend Yield 0.00% 0.00% 19.49% 32.95%

Dividend Distribution Analysis

FBGKX Category Low Category High Category Mod
Dividend Distribution Frequency None Annually Annually Annually

Net Income Ratio Analysis

FBGKX Category Low Category High FBGKX % Rank
Net Income Ratio 0.05% -2.06% 2.43% 48.57%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

Fund Manager Analysis

FBGKX - Fund Manager Analysis

Managers

Sonu Kalra


Start Date

Tenure

Tenure Rank

Jul 01, 2009

11.01

11.0%

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 Category High Category Average Category Mode
0.08 52.53 8.31 1.17