Fidelity Blue Chip Growth Fund (FBGRX)
| Fund Assets | 73.85B |
| Expense Ratio | 0.69% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 13.51 |
| Dividend Yield | 5.83% |
| Dividend Growth | 735.50% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 20, 2024 |
| Previous Close | 231.58 |
| YTD Return | 1.94% |
| 1-Year Return | 36.75% |
| 5-Year Return | 153.62% |
| 52-Week Low | 178.35 |
| 52-Week High | 238.43 |
| Beta (5Y) | 1.29 |
| Holdings | 417 |
| Inception Date | Dec 31, 1987 |
About FBGRX
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
FBGRX had a total return of 36.75% in the past year. Since the fund's inception, the average annual return has been 13.23%, 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% |
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| FBGKX | Class K | 0.59% |
Top 10 Holdings
59.95% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 13.84% |
| Apple Inc. | AAPL | 10.79% |
| Amazon.com, Inc. | AMZN | 8.57% |
| Microsoft Corporation | MSFT | 6.94% |
| Alphabet Inc. | GOOGL | 5.69% |
| Meta Platforms, Inc. | META | 4.68% |
| Marvell Technology, Inc. | MRVL | 3.24% |
| Netflix, Inc. | NFLX | 2.44% |
| Eli Lilly and Company | LLY | 2.33% |
| Tesla, Inc. | TSLA | 1.44% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 20, 2024 | $1.992 | Dec 23, 2024 |
| Sep 13, 2024 | $11.518 | 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 |