Fidelity Blue Chip Growth Fund - Class K (FBGKX)
| Fund Assets | 68.03B |
| Expense Ratio | 0.59% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 12.20 |
| Dividend Yield | 5.44% |
| Dividend Growth | 1,043.58% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Sep 13, 2024 |
| Previous Close | 224.09 |
| YTD Return | 36.09% |
| 1-Year Return | 43.33% |
| 5-Year Return | 174.11% |
| 52-Week Low | 164.45 |
| 52-Week High | 230.69 |
| Beta (5Y) | 1.28 |
| Holdings | 387 |
| Inception Date | May 15, 2008 |
About FBGKX
The fund invests primarily in common stocks. It normally invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC (FMR)'s view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. 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.
Performance
FBGKX had a total return of 43.33% in the past year. Since the fund's inception, the average annual return has been 15.29%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| LGILX | Schwab | Schwab Select Large Cap Growth Fund | 0.75% |
Top 10 Holdings
61.99% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 13.25% |
| Apple Inc. | AAPL | 11.85% |
| Amazon.com, Inc. | AMZN | 8.21% |
| Microsoft Corporation | MSFT | 8.15% |
| Alphabet Inc. | GOOGL | 6.05% |
| Meta Platforms, Inc. | META | 5.39% |
| Marvell Technology, Inc. | MRVL | 2.85% |
| Eli Lilly and Company | LLY | 2.78% |
| Netflix, Inc. | NFLX | 2.11% |
| NXP Semiconductors N.V. | NXPI | 1.34% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Sep 13, 2024 | $11.652 | Sep 16, 2024 |
| Dec 21, 2023 | $0.550 | Dec 22, 2023 |
| Sep 8, 2023 | $1.067 | Sep 11, 2023 |
| Sep 9, 2022 | $0.637 | Sep 12, 2022 |
| Dec 17, 2021 | $2.513 | Dec 20, 2021 |
| Sep 10, 2021 | $13.640 | Sep 13, 2021 |