Fidelity Blue Chip Growth
(FBGRX)
+0.06
+0.10%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 57.79 |
| Category | Large Growth |
| Net Assets | 11.85 Bil |
| Yield | 0.42% |
| Morningstar Risk | Above Average |
| Morningstar Return | Above Average |
- Last NAV update 5/21/2013 4:00 PM ET
| NA |
|---|
| The investment seeks growth of capital over the long term. The fund invests primarily in common stocks of well-known and established companies. It normally invests at least 80% of assets in blue chip companies. The fund invests in companies that Fidelity Management & Research Company believes have above-average growth potential. It invests in securities of domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 44.96% | 19.61% | -2.72% | 17.77% | 17.94% |
| Value ($) | 14,496.00 | 17,338.67 | 16,867.06 | 19,864.34 | 23,428.00 |
- Year to date performance as of 5/20/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Sonu Kalra |
| Tenure (Years) | 4 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 2,500.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.75% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 9.63% |
| 3 Months | 12.55% |
| 1 Year | 27.98% |
| 3 Years* | 18.10% |
| 5 Years* | 8.70% |
- * Annualized returns
- Performance as of 5/20/2013 8:00 PM ET
| FBGRX | Large Growth | |
|---|---|---|
| 5-Yr Return | 8.70% | 4.47% |
| Sharpe Ratio | 0.72 | 0.70 |
| Net Assets | 11.85 Bil | 602.46 Mil |
| Avg Market Cap | 37.42 Bil | 38.17 Bil |
| Avg P/E | 19.80 | 17.12 |
| Portfolio Turnover | 95 | 61 |
| Symbol | Value ($) |
|---|---|
| Stocks | 99.85% |
| Cash | 0.15% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Google, Inc. Class A | 5.73% |
| Apple Inc | 4.28% |
| Gilead Sciences Inc | 2.10% |
| Qualcomm, Inc. | 1.95% |
| Amazon.com Inc | 1.91% |
| Procter & Gamble Co | 1.82% |
| Home Depot, Inc. | 1.82% |
| Coca-Cola Co | 1.59% |
| Green Mountain Coffee Roasters, Inc. | 1.57% |
| Philip Morris International, Inc. | 1.48% |
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