Mutual Funds - Profile

Fidelity Blue Chip Growth K6 Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process is designed to highlight companies exhibiting above-average earnings growth potential with durable business models.

The research team uses fundamental analysis to evaluate companies based on their financial health, status in the industry they operate in, as well as macroeconomic conditions.

The research team looks for companies with the presence of near-term catalysts such as product cycles, a change in management and turnaround situations.

The team also considers companies that display a competitive advantage, pricing power and More

Price

  • Last Close
  • $27.71
    +0.28
  • 52 Week HL
  • $27.71 - $18.97
  • Net Assets
  • $6457.03 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
APPLE INC
AMAZON.COM INC
MICROSOFT CORP
ALPHABET INC
FACEBOOK INC
Company Holding
NVIDIA CORP
MARVELL TECHNOLOGY
LYFT INC
TESLA INC
SALESFORCE.COM INC
Total 0%

Manager

  • Name
  • Sonu Kalra
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
9.1 % YTD

  • 3 Year
  • 110.92%
  • 5 Year
  • 0%
  • Best
  • 60.8%
    2020
  • Worst
  • -2.33%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FBCGX 18%37%35%-3%28%5%4%11%31%13%1%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 3% -13.3% 17% 3% - - - - - - -
Q2 11.3% 37.3% 2.2% 10.8% -0.4% - - - - - -
Q3 5.3% 17.3% -2.4% 6.5% 6.7% - - - - - -
Q4 - 15.1% 13.9% -18.1% 7.2% - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 1.2% 2.2% -0.4% 5.8% -1.4% 6.7% 0.6% 4.3% 0.4% -9.6% - -
2020 3.3% -5.8% -10.9% 16.7% 7.6% 9.4% 7.8% 13.4% -4% -3% 13.6% 4.5%

Annual Return

Index Comparison

Alpha

NAV