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Fidelity Blue Chip Value FBCVX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 25.30  /  −0.04 %
  • Total Assets 764.7 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.40%
  • Turnover 32%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings FBCVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 45.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Cigna Group

5.70 41.8 Mil
Healthcare

JPMorgan Chase & Co

5.55 40.7 Mil
Financial Services

Comcast Corp Class A

5.19 38.0 Mil
Communication Services

PG&E Corp

4.74 34.7 Mil
Utilities

Centene Corp

4.65 34.1 Mil
Healthcare

Amdocs Ltd

4.36 32.0 Mil
Technology

H&R Block Inc

4.27 31.3 Mil
Consumer Cyclical

Bank of America Corp

4.00 29.4 Mil
Financial Services

The Walt Disney Co

3.66 26.8 Mil
Communication Services

Berkshire Hathaway Inc Class B

3.65 26.7 Mil
Financial Services