Fidelity Blue Chip Growth also posted market-beating returns over the three, five, and 10-year periods. View mutual fund news, mutual fund market and mutual fund interest rates. How To Invest / Fund Directory / Fidelity® Blue Chip Growth Fund vs Fidelity® Contrafund® Fund . Use this tool to find Vanguard funds similar to funds from the more than 300 fund families offered through our FundAccess® program. One-year return: 26.9% (vs. 17.9% for S&P 500) Three-year return: 10.5% (vs. 9.2%) Five-year return: 16.6% (vs. 14.5%) 10-year return: 9.9% (vs. 7.1%) Expense ratio: 0.82% The turnover ratio is fairly low at 30%, compared to 34% for the Fidelity fund, which is not surprising given the concentration of holdings. Fidelity ® Blue Chip Value ETF ( … Find the latest Fidelity Blue Chip Growth Fund (FBGRX) stock quote, history, news and other vital information to help you with your stock trading and investing. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies Accessibility, | 1-Day Return as of Apr 02, 2021, 3:44 AM GMT+00:00, Muni National Intermediate-Term Bond Funds. According to Fidelity, the fund was up about 28% in 2020 (through July 31), beating its benchmark, the Russell 1000 Growth index (18.2%), and the average large-cap growth fund (15.4%) over the same time frame. In contrast, the Fidelity Blue Chip Growth Fund — which Fidelity says is designed to track the S&P 500 and Dow Jones Industrial Average — recently reported a one-year gain of 59.09%. The fund is underweight in healthcare and financials. As of January 2021, the S&P 500 index had a one-year return of 17.25%. View the latest quote, returns and news for Fidelity Blue Chip Growth Fund (FBGRX). Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer. The top 10 stocks make up 50% of the portfolio, with Amazon, Facebook, Alphabet, Microsoft, Alibaba, Apple, Visa, Tencent, Paypal, and Mastercard as the largest positions. The Fidelity Blue Chip Growth Fund has been one of the top-performing mutual funds both now and over the long term. Symbol: FBGRX. Is the T. Rowe Price Blue Chip Growth Fund a Smart Choice for Your IRA? In the second quarter, the outperformance of the benchmark was fueled by consumer discretionary, information technology, healthcare, and communication services sectors with Tesla, VectoIQ Acquisition, Sea Limited, Marvell Technology Group, and Pinduoduo among the top performers. The fund invests 80% of assets in blue-chip stocks. Fidelity Blue Chip Growth Fund . View the latest ETF prices and news for better ETF investing. The fund seeks long-term growth of capital. These three sectors make up about 79% of the portfolio, with IT accounting for about 37.6% of that total. Choose a fund family, and then select a fund to see the list of Vanguard funds in the same asset class and category. PERFORMANCE SUMMARY Cumulative Annualized 3 Month YTD 1 Year 3 Year 5 Year 10 Year/ LOF1 Fidelity Blue Chip Growth Fund Gross Expense Ratio: 0.79%2 16.64% 62.23% 62.23% 29.82% 24.77% 19.43% Russell 1000 Growth Index 11.39% 38.49% 38.49% 22.99% 21.00% 17.21% The Sharpe Ratio is the measure of a fund's risk-adjusted return, so the higher the ratio, the better the return relative to its risk. The Parent Pillar is our rating of FBGRX’s parent organization’s priorities and whether they’re in line with investors’ interests. This site is protected by reCAPTCHA and the Google The fund seeks long-term growth of capital. Like the Fidelity fund, it is one of the best performers in this asset class. First, it has far fewer holdings with just 121 stocks, compared to 456 stocks for the Fidelity fund. That's lower than the average expense ratio for actively managed large-cap funds, which is about 1.25%. Fidelity® Blue Chip Growth FBGRX Morningstar Analyst Rating Analyst rating as of Feb 28, 2021. 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. Returns as of 04/02/2021. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Fidelity ® Blue Chip Growth ETF Invests in domestic large-cap companies with earnings growth potential and sustainable business models that may be mispriced by the market. This fund is different from the Fidelity fund in a few noteworthy ways. Also, it has a pretty low expense ratio of just 0.8%, which means that for every $1,000 invested, $8 goes to administrative and management fees. According to present data Fidelity Blue Chip Growth's Fidelity Blue Chip Growth shares and potentially its market environment have been in a bullish cycle in the last 12 months (if exists). Fidelity Blue Chip Growth Fund seeks long-term capital growth. Over the past 10 years through July 31, it has an annualized return of 18.3%, better than the 13.8% annualized return of its benchmark over that same time period. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. By analyzing existing cross correlation between Fidelity Contra and Fidelity Blue Chip, you can compare the effects of market volatilities on Fidelity Contra and Fidelity Blue and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. Learn How to Read a Morningstar Analyst Report. It also has a low expense ratio of 0.69%, which is even below that of the Fidelity Blue Chip Growth Fund. Normally investing at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC's (FMR) view, are well-known, well-established and well-capitalized), which generally … Also hold TRP blue chip growth fund; I like both funds. In contrast, the benchmark has about 49% in these three sectors. But this is … The Fidelity fund scores better returns across the year-to-date, 1-, 3-, 5-, and 10-year periods, with a comparable expense ratio. Check out our mutual fund lineup. Unlock our full analysis with Morningstar Premium. Dave has been a Fool since 2014. These are both top tier large-cap growth funds, but the Fidelity Blue Chip Growth is slightly better. But I am wondering why, despite the markets continually going up the past week or so to almost touch the record high from July, the Fidelity Blue Chip Growth Fund (my primary stock investment fund) continues to lose money and decrease in value. Learn more about mutual funds at fidelity.com. Expense ratio: 0.79% One-year return: … Kalra looks for firms with a combination of the following traits: competitive advantage, high barrier to entry, pricing power, and strong management. Blue Chip Growth began trading in December 1987 and has a market value of $15.5 billion, proving that there’s still interest in trusting your portfolio to solid active management. Fidelity Blue Chip Growth also posted market-beating returns over the three, five, and 10-year periods. In addition to stocks, a strong investment portfolio should include a selection of mutual funds, which provide great diversification, particularly in these volatile times. Also, with a broader portfolio and less concentration, the Fidelity Blue Chip Growth Fund should be better prepared to navigate the market's ups and downs and maximize returns. Fidelity uses a subjective opinion to determine what might be a blue-chip or an above-average growth stock. Fidelity is based in Boston, MA, and is the manager of FBGRX. Like the Fidelity … Index funds make sense for the average investor looking toward retirement. Getty Images. This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. Learn more about mutual funds at fidelity.com. See fund information and historical performance for the Fidelity Blue Chip Growth Fund. Further, the Fidelity fund has a higher Sharpe Ratio at 1.11 vs. 0.93. Analyze the Fund Fidelity ® Blue Chip Growth Fund having Symbol FBGRX for type mutual-funds and perform research on other mutual funds. analysis, working in concert with Fidelity's global research team. It offers a very low dividend yield of … Keep in mind growth may not gsin the most over 15 years. It also beats its benchmark over the three, five, and 10-year periods. Since Fidelity Blue Chip Growth made its debut in December of 1987, FBGRX has garnered more than $22.67 billion in … Fidelity reported that over 10 years the fund has an average annual return of 18.8% (through July 31), better than the Russell 1000 Growth, up 17.3%, and the average large-cap growth fund, up 15.5%. FBGRX | A complete Fidelity Blue Chip Growth Fund mutual fund overview by MarketWatch. While there are thousands of mutual funds to choose from, large-cap growth mutual funds have been among the most steady performers. 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