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Morningstar

Fidelity® Blue Chip Value FBCVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 24.75  /  0.81 %
  • Total Assets 805.5 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.05%
  • Turnover 41%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis FBCVX

Will FBCVX outperform in 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 FBCVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FBCVX 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 FBCVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Fidelity® Blue Chip Value’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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