FBGRX: Fidelity® Blue Chip Growth

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FBGRX Fidelity® Blue Chip Growth


Profile

FBGRX - Profile

Vitals

  • YTD Return 31.0%
  • 3 Yr Annualized Return 19.2%
  • 5 Yr Annualized Return 16.3%
  • Net Assets $43 B
  • Holdings in Top 10 46.9%

52 WEEK LOW AND HIGH

$141.08
$81.70
$159.84

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 31.0%
  • 3 Yr Annualized Total Return 21.6%
  • 5 Yr Annualized Total Return 19.2%
  • 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 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.


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Categories

Fund Company Quick Screens

Performance

FBGRX - Performance

Return Ranking - Trailing

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
YTD 31.0% -91.6% 86.2% 11.37%
1 Yr 47.6% -92.0% 115.1% 5.91%
3 Yr 19.2%* -59.0% 39.7% 6.53%
5 Yr 16.3%* -41.4% 33.3% 5.62%
10 Yr 13.4%* -18.4% 17.5% 9.42%

* Annualized

Return Ranking - Calendar

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
2019 28.3% -67.9% 49.9% 24.42%
2018 -4.3% -65.5% 10.6% 12.88%
2017 30.3% -46.3% 52.2% 4.03%
2016 -2.3% -56.6% 15.3% 63.06%
2015 0.8% -82.5% 11.4% 24.77%

Total Return Ranking - Trailing

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
YTD 31.0% -91.6% 86.2% 11.37%
1 Yr 47.6% -92.0% 115.1% 5.91%
3 Yr 21.6%* -57.9% 39.7% 6.44%
5 Yr 19.2%* -38.8% 33.3% 4.95%
10 Yr 17.8%* -17.0% 21.6% 2.69%

* Annualized

Total Return Ranking - Calendar

Period FBGRX Return Category Return Low Category Return High Rank in Category (%)
2019 28.3% -67.9% 49.9% 24.42%
2018 -0.7% -65.5% 16.5% 15.88%
2017 36.1% -28.2% 52.2% 4.30%
2016 1.6% -56.6% 17.1% 55.69%
2015 6.3% -38.0% 17.3% 19.31%

NAV & Total Return History


Holdings

FBGRX - Holdings

Concentration Analysis

FBGRX Category Low Category High FBGRX % Rank
Net Assets 43 B 818 K 235 B 4.18%
Number of Holdings 401 2 2263 4.64%
Net Assets in Top 10 17.7 B 399 K 71.6 B 4.18%
Weighting of Top 10 46.88% 13.5% 100.0% 39.44%

Top 10 Holdings

  1. Amazon.com Inc 9.32%
  2. Apple Inc 9.14%
  3. Microsoft Corp 6.73%
  4. Alphabet Inc A 4.63%
  5. Facebook Inc A 4.05%
  6. NVIDIA Corp 3.42%
  7. Tesla Inc 2.90%
  8. Marvell Technology Group Ltd 2.57%
  9. Salesforce.com Inc 2.19%
  10. Visa Inc Class A 1.93%

Asset Allocation

Weighting Return Low Return High FBGRX % Rank
Stocks
97.73% 60.93% 103.32% 71.62%
Other
1.40% -1.64% 18.70% 3.25%
Preferred Stocks
0.86% 0.00% 2.55% 2.55%
Bonds
0.01% -0.48% 13.73% 5.80%
Convertible Bonds
0.00% 0.00% 6.70% 72.31%
Cash
0.00% -5.73% 39.07% 95.59%

Stock Sector Breakdown

Weighting Return Low Return High FBGRX % Rank
Technology
36.93% 4.67% 54.73% 18.25%
Consumer Cyclical
27.24% 0.00% 44.53% 0.93%
Communication Services
15.13% 0.00% 34.83% 28.23%
Healthcare
10.30% 0.00% 60.93% 90.02%
Financial Services
5.69% 0.00% 41.40% 90.56%
Consumer Defense
2.55% 0.00% 19.15% 69.99%
Industrials
0.98% 0.00% 24.88% 94.82%
Energy
0.63% 0.00% 7.94% 24.59%
Real Estate
0.29% 0.00% 22.16% 75.10%
Basic Materials
0.27% 0.00% 13.33% 72.08%
Utilities
0.00% 0.00% 11.79% 82.13%

Stock Geographic Breakdown

Weighting Return Low Return High FBGRX % Rank
US
85.83% 60.93% 100.05% 87.55%
Non US
11.90% 0.00% 18.83% 6.81%

Bond Sector Breakdown

Weighting Return Low Return High FBGRX % Rank
Corporate
99.94% 0.00% 100.00% 0.40%
Cash & Equivalents
0.06% 0.00% 100.00% 99.52%
Derivative
0.00% -0.06% 75.19% 73.71%
Securitized
0.00% 0.00% 24.19% 72.27%
Municipal
0.00% 0.00% 7.48% 72.51%
Government
0.00% 0.00% 100.00% 72.99%

Bond Geographic Breakdown

Weighting Return Low Return High FBGRX % Rank
US
0.01% -0.48% 13.73% 5.72%
Non US
0.00% -0.23% 1.61% 72.00%

Expenses

FBGRX - Expenses

Operational Fees

FBGRX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.80% 0.01% 24.73% 73.55%
Management Fee 0.64% 0.00% 1.40% 48.88%
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 45.00% 0.00% 464.00% 54.99%

Distributions

FBGRX - Distributions

Dividend Yield Analysis

FBGRX Category Low Category High FBGRX % Rank
Dividend Yield 0.00% 0.00% 19.69% 72.81%

Dividend Distribution Analysis

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

Net Income Ratio Analysis

FBGRX Category Low Category High FBGRX % Rank
Net Income Ratio -0.04% -8.87% 2.43% 55.10%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

Fund Manager Analysis

FBGRX - Fund Manager Analysis

Managers

Sonu Kalra


Start Date

Tenure

Tenure Rank

Jul 01, 2009

11.18

11.2%

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
0.02 37.28 8.34 1.34