Fidelity Blue Chip Fund Quote
| FBGKX Fund | USD 231.97 1.87 0.81% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Fidelity Blue is trading at 231.97 as of the 4th of December 2024; that is 0.81 percent up since the beginning of the trading day. The fund's open price was 230.1. Fidelity Blue has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Fidelity Blue Chip are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. 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
| 0.85 | FPURX | Fidelity Puritan | PairCorr |
| 0.88 | FPUKX | Fidelity Puritan | PairCorr |
| 0.63 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against 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 | 31st of December 2024 |
Fidelity Blue Chip [FBGKX] is traded in USA and was established 4th of December 2024. 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 28.16 B in assets under management (AUM) with no minimum investment requirementsFidelity Blue Chip is currently producing year-to-date (YTD) return of 40.7% with the current yeild of 0.0%, while the total return for the last 3 years was 11.45%.
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
| MA | Mastercard | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UBER | Uber Technologies | Stock | Industrials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MRVL | Marvell Technology Group | Stock | Information Technology |
Fidelity Blue Chip Risk Profiles
| Mean Deviation | 0.8532 | |||
| Semi Deviation | 1.5 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.62 |
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.
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