Morningstar

Fidelity Blue Chip Growth K6 Fund FBCGX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $48.07  /  +1.22 %
  • Fund Size $22.5B
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.02%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis FBCGX

Will FBCGX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FBCGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FBCGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FBCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still riding high on artificial intelligence beneficiaries.

Principal Robby Greengold

Robby Greengold

Principal

Summary

Fidelity Blue Chip Growth stands tall on the strength of its bold bets and seasoned leadership. Yet, its reliance on a market enthused with artificial intelligence beneficiaries leaves it exposed if the mood shifts.

by Robby Greengold
Rated on Published on

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Portfolio Holdings FBCGX

More FBCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.31 3B
Technology

Alphabet Inc Class A

6.73 1B
Communication Services

Apple Inc

5.54 1B
Technology

Microsoft Corp

5.19 1B
Technology

Amazon.com Inc

5.11 1B
Consumer Cyclical

Broadcom Inc

4.63 1B
Technology

Micron Technology Inc

2.96 643M
Technology

Eli Lilly and Co

2.81 611M
Healthcare

Meta Platforms Inc Class A

2.65 576M
Communication Services

SanDisk Corp Ordinary Shares

2.05 445M
Technology

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