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Morningstar

Fidelity® Blue Chip Growth FBGRX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 149.46  /  0.31 %
  • Total Assets 43.6 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.760%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 34%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:14 PM GMT+0

Morningstar’s Analysis FBGRX

Will FBGRX 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 FBGRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FBGRX 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 FBGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This aggressive-growth strategy’s merit remains intact following its most challenging year in recent memory.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Fidelity Blue Chip Growth remains a worthy holding despite its dismal results in 2022’s global equity-market selloff. It earns a Morningstar Analyst Rating of Silver.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FBGRX

More FBGRX Holdings
  • Current Portfolio Date
  • Equity Holdings 216
  • Bond Holdings 2
  • Other Holdings 94
  • % Assets in Top 10 Holdings 52.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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