- Fidelity Blue Chip Growth Fund
Fidelity Investments
Summary
The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.
The investment process is designed to highlight well-established companies exhibiting above-average earnings growth potential. The process looks for companies that are estimated to be lagging in market valuation to their long term growth potential.
The research team uses fundamental analysis More
Price
- Last Close
-
$ 130.01
(
+1.58 )
Mar 23, 2023
- Net Assets
-
$34580 M
Dec 31, 2022
- 52-Week High/Low
- $166.15 - $114.82
- Expense Ratio
- 0.79%
- Holding
-
306
Dec 31, 2022
- Turnover
- 34%
Sector Allocation
Dec 31, 2022Top 10 Holdings +
Dec 31, 2022Company Name
- APPLE INC
- MICROSOFT CO
- AMAZON.COM I
- NVIDIA CORP
- ALPHABET INC
- MARVELL TECH
- META PLATFOR
- TESLA INC
- LOWES COS
- NETFLIX INC
Holding
- %
- %
- %
- %
- %
- %
- %
- %
- %
- %
Documents
Performance
YTD
-
3 Year
58.51%
5 Year
52.75%
Best
54.81%
1991
Worst
-38.6%
2008
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | -12.7% | 1.7% | -13.7% | 16.4% | 3% | 11.8% | -4.6% | 5.5% | 1.9% |
| Q2 | - | -27.3% | 21% | 37.8% | 2.1% | 12.2% | 6.8% | -0.9% | 0.4% | 5.2% |
| Q3 | - | 10.3% | -8.1% | 9.1% | -6.8% | 6.4% | 6.4% | 9.2% | -6.5% | 1.5% |
| Q4 | - | - | 7% | 8.6% | 13.4% | -16.4% | 6.9% | -1.6% | 7.4% | 5.4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2022 | -11.4% | -3.8% | 2.5% | -14.2% | -4.8% | -5.5% | - | - | - | - | - | - |
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | -30% | 21% | 41% | 28% | 1% | 36% | 2% | 6% | 0% |
Alpha
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|
| FBGRX | - | -30% | 21% | 41% | 28% | 1% | 36% | 2% | 6% | - |
| Russell 1000 | - | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% | 11% |
| Alpha | - | -3% | -6% | 4% | -6% | 4% | 8% | -4% | 2% | - |