Fidelity Blue Chip Growth (FBGRX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
At close: 08:01PM EDT
Fidelity Blue Chip Growth
Boston, MA 02109
82 Devonshire Street
Fidelity Securities Fund
Management Information
,Lead Manager since June 30, 2009
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
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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.
Fund Overview
CategoryLarge Growth
Fund FamilyFidelity Investments
Net Assets60.61B
YTD Return16.22%
Yield0.00%
Morningstar Rating★★★★★
Inception DateDec 30, 1987
Fund Operations
Last Dividend0.10
Last Cap Gain53.00
Holdings Turnover19.00%
Average for CategoryN/A
Fees & Expenses
ExpenseFBGRXCategory Average
Annual Report Expense Ratio (net)0.48%0.99%
Prospectus Net Expense Ratio0.48%N/A
Prospectus Gross Expense Ratio0.48%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
© 2024 Yahoo. All rights reserved.