Fidelity Blue Chip Value Fund FBCVX

Morningstar Medalist Rating
  • NAV / 1-Day Return$25.87  /  +0.04%
  • Fund Size$686.7M
  • Adjusted Expense Ratio0.490%
  • Net Expense Ratio0.470%
  • Fee Level: DistributionBelow Average
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield1.30%
  • Turnover Ratio97%

Morningstar’s Analysis FBCVX

Will FBCVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Blue Chip Value holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings FBCVX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.4249M
Consumer Cyclical

Microsoft Corp

5.8639M
Technology

Apple Inc

5.5437M
Technology

ExxonMobil Holdings Corp

3.0120M
Energy

Wells Fargo & Co

2.8519M
Financial Services

Meta Platforms Inc Class A

2.6017M
Communication Services

UnitedHealth Group Inc

1.9613M
Healthcare

Merck & Co Inc

1.9313M
Healthcare

U.S. Bancorp

1.8212M
Financial Services

Thermo Fisher Scientific Inc

1.8112M
Healthcare

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