Fidelity Blue Chip Growth Fund (FBGRX)

$195.22
A Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. All Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Fidelity Blue Chip Growth Fund 36 0.98 12.67% 10.87% 0.74%
U.S. All Cap - Growth 33 0.96 9.63% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 11.80% 9.05% 2.75%
Year-to-Date 12.67% 9.63% 3.03%
1 Year 46.06% 0.00% 46.06%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

36%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 36% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.74%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$943

Real cost (fees + lost compounding)

$1,166

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
96%

Return in excess of styles
(over past year)
10.77%