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Fidelity Blue Chip Growth Fund (FBGKX)

207.13 -0.14 (-0.07%)
At close: May 17 at 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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 62.38%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 2

Performance & Risk

YTD Return 18.87%
5y Average Return 20.93%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FBGKXCategory AverageFBGKXCategory AverageFBGKXCategory Average
Alpha -1.67 0.03 3.39 0.04 3.06 0.01
BETA 1.26 0.01 1.21 0.01 1.17 0.01
Mean Annual Return 0.77 0.02 1.67 0.02 1.49 0.01
R-squared 82.35 0.89 83.62 0.87 82.44 0.87
Standard Deviation 24.58 0.2 24.42 0.16 19.61 0.15
Sharpe Ratio 0.25 0.01 0.73 0.01 0.84 0.01
Treynor Ratio 2.66 0.21 13.49 0.21 13.43 0.15

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