Fidelity Blue Chip Fund Quote
FBGRX Fund | USD 243.75 0.75 0.31% |
PerformanceVery Strong
| Odds Of DistressLow
|
Fidelity Blue is trading at 243.75 as of the 21st of July 2025; that is 0.31 percent increase since the beginning of the trading day. The fund's open price was 243.0. Fidelity Blue has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund invests primarily in common stocks. It normally invests at least 80 percent of assets in blue chip companies 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. More on Fidelity Blue Chip
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Large Growth, Fidelity Investments, Large Growth, Large Growth (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 29th of September 2022 |
Fiscal Year End | July |
Fidelity Blue Chip [FBGRX] is traded in USA and was established 21st of July 2025. Fidelity Blue is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Fidelity Investments family. This fund currently has accumulated 47.1 B in assets under management (AUM) with no minimum investment requirementsFidelity Blue Chip is currently producing year-to-date (YTD) return of 5.87% with the current yeild of 0.0%, while the total return for the last 3 years was 28.92%.
Check Fidelity Blue Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Blue Chip Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Blue Chip Mutual Fund Constituents
AAPL | Apple Inc | Stock | Information Technology | |
AMZN | Amazon Inc | Stock | Consumer Discretionary | |
CRM | Salesforce | Stock | Information Technology | |
FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
LYFT | LYFT Inc | Stock | Industrials | |
MA | Mastercard | Stock | Financials | |
MRVL | Marvell Technology Group | Stock | Information Technology |
Fidelity Blue Chip Risk Profiles
Mean Deviation | 0.8615 | |||
Semi Deviation | 0.569 | |||
Standard Deviation | 1.24 | |||
Variance | 1.53 |
Fidelity Blue Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Blue financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Blue security.
Fundamental Analysis View fundamental data based on most recent published financial statements | |
Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |