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Morningstar

Fidelity Blue Chip Value FBCVX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 26.74  /  +1.71 %
  • Total Assets 718.6 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.45%
  • Turnover 32%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

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.

A strong management team and sound investment process underpin Fidelity Blue Chip Value's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FBCVX

More FBCVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

5.87 43.3 Mil
Financial Services

The Cigna Group

5.67 41.8 Mil
Healthcare

Comcast Corp Class A

4.70 34.7 Mil
Communication Services

UnitedHealth Group Inc

4.52 33.3 Mil
Healthcare

Bank of America Corp

4.50 33.2 Mil
Financial Services

Exxon Mobil Corp

4.22 31.1 Mil
Energy

Shell PLC ADR (Representing - Ordinary Shares)

4.19 30.9 Mil
Energy

H&R Block Inc

4.16 30.6 Mil
Consumer Cyclical

Centene Corp

4.12 30.4 Mil
Healthcare

The Walt Disney Co

3.79 27.9 Mil
Communication Services