Fidelity� Blue Chip Growth Fund

 (MUTF:FBGRX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-2.66%  
1 week
   
-9.02%  
4 week
   
-9.64%  
3 month
   
-17.31%  
YTD
   
-16.15%  
1 year
   
-12.04%  
3 years*   +10.37%
   
5 years*   +9.15%
   
*annualized
Best 3 month return+28.52%  
Worst 3 month return-32.56%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years High Above Average
5 years Above Average Above Average
10 years High Above Average
Overall High Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets19.22B 
Front load-  
Deferred load-  
Expense ratio0.89%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash0.08%  
Stocks99.86%  
Bonds0.00%  
Preferred0.06%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
57.83-4.03(-6.51%)
Feb 7, 7:00PM EST Overall Morningstar RatingTM

Description

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 (FMR) believes have above-average growth potential (stocks of these companies are often called "growth" stocks). 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.
Fund filings (PDF) »
Asset manager:
Sonu Kalra (Started: Jul 1, 2009)
Advisor Company:
Fidelity Management & Research Company
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.83 2.20 -0.10 1.42
Beta* 1.07 1.07 1.12 1.08
Mean annual return -0.05 1.19 1.02 0.78
R-squared* 89.07 82.90 87.02 91.16
Standard deviation 16.18 12.82 14.35 17.15
Sharpe ratio -0.04 1.11 0.85 0.48
* Against standard index

Top 10 holdings

Security Net Assets  
Alphabet Inc A (GOOGL) 5.24%  
Amazon.com Inc (AMZN) 4.94%  
Apple Inc (AAPL) 4.36%  
Facebook Inc A (FB) 3.35%  
Alphabet Inc C (GOOG) 2.27%  
Home Depot Inc (HD) 2.03%  
Salesforce.com Inc (CRM) 1.97%  
Visa Inc Class A (V) 1.88%  
Allergan PLC (AGN) 1.85%  
Gilead Sciences Inc (GILD) 1.83%