Fidelity Blue Chip Growth
(FBGRX)
57.23
+0.51
+0.90%
+0.51
+0.90%
MORE ON FBGRX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 56.72 |
| Category | Large Growth |
| Net Assets | 12.39 Bil |
| Yield | 0.40% |
| Morningstar Risk | Above Average |
| Morningstar Return | Above Average |
- Last NAV update 6/19/2013 12:22 AM ET
INVESTMENT OBJECTIVE
| 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. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 44.96% | 19.61% | -2.72% | 17.77% | 16.68% |
| Value ($) | 14,495.95 | 17,337.97 | 16,866.57 | 19,862.98 | 23,175.50 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Sonu Kalra |
| Tenure (Years) | 4 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 2,500.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.89% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -1.17% |
| 3 Months | 8.31% |
| 1 Year | 25.19% |
| 3 Years* | 16.06% |
| 5 Years* | 8.71% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| FBGRX | Large Growth | |
|---|---|---|
| 5-Yr Return | 8.71% | 5.19% |
| Sharpe Ratio | 0.99 | 2.86 |
| Net Assets | 12.39 Bil | 631.34 Mil |
| Avg Market Cap | 39.13 Bil | 45.32 Bil |
| Avg P/E | 17.74 | 19.88 |
| Portfolio Turnover | 95 | 58 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 99.97% |
| Cash | 0.03% |
| Fixed Income | 0.00% |
| Other | 0.00% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Google, Inc. Class A | 5.65% |
| Apple Inc | 4.61% |
| Gilead Sciences Inc | 2.51% |
| Home Depot, Inc. | 1.89% |
| Qualcomm, Inc. | 1.73% |
| Amazon.com Inc | 1.66% |
| Procter & Gamble Co | 1.63% |
| Coca-Cola Co | 1.60% |
| Green Mountain Coffee Roasters, Inc. | 1.54% |
| Amgen Inc | 1.49% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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