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Fidelity Blue Chip Growth (FBGRX)

193.16 +3.78 (+2.00%)
At close: 8:01 PM EDT

Fund Summary

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. The fund is non-diversified.

Fidelity Blue Chip Growth

Boston, MA 02109
82 Devonshire Street

Fund Overview

Category Large Growth
Fund Family Fidelity Investments
Net Assets 60.61B
YTD Return 16.22%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 1987

Fund Operations

Last Dividend 0.10
Last Cap Gain 53.00
Holdings Turnover 19.00%
Average for Category --

Fees & Expenses

Expense FBGRX Category Average
Annual Report Expense Ratio (net) 0.48% 0.99%
Prospectus Net Expense Ratio 0.48% --
Prospectus Gross Expense Ratio 0.48% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Sonu Kalra is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Kalra is lead portfolio manager of Fidelity Blue Chip Growth Fund, Fidelity Series Blue Chip Growth Fund, Blue Chip Growth ETF, and Fidelity Blue Chip Growth Commingled Pool.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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