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Fidelity Securities Fund Blue Chip Cl K: (MF: FBGKX)
(NASDAQ Mutual Funds) As of Jun 18, 2019 08:15 PM ET
$99.19 USD
0.00 (NA)
Zacks MF Rank 4-Sell 4
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of May 31, 2019
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.27 | 40 |
| 3 months | -1.06 | 49 |
| 6 months | 5.65 | 17 |
| 1 Year | 3.43 | 35 |
| 3 Year | 17.27 | 5 |
| 5 Year | 13.12 | 4 |
| 10 Year | 17.01 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 9/18) | 573.95 |
Load Adjusted Returns as of May 31, 2019
| 1 Year | 14.34 |
| 5 Year | 14.36 |
| 10 Year | 19.37 |
| Since Inception | 12.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2019 | 16.46 | NA | NA | NA |
| 2018 | 3.03 | 9.23 | 6.99 | -15.99 |
| 2017 | 11.83 | 6.82 | 6.38 | 7.16 |
| 2016 | -4.60 | -0.88 | 9.26 | -1.55 |
| 2015 | 5.50 | 0.41 | -6.50 | 7.41 |
| 2014 | 1.89 | 5.23 | 1.53 | 5.40 |
Annual Return
| 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.27 | 1.16 | 36.20 | 1.71 | 6.40 | 14.74 | 40.02 | 17.95 | -2.55 | 19.80 | 45.31 |
| % Total Return Rel to Index | 1.53 | 5.55 | 14.40 | -10.22 | 5.01 | 1.09 | 7.64 | 1.96 | -4.65 | 4.74 | 18.89 |
| % Total Return Rel to Peer | 0.84 | 8.02 | 15.52 | -6.10 | 7.99 | 6.53 | 9.32 | 3.67 | 0.47 | 3.00 | 13.48 |
| % Perf Quintile vs Peer* | 3.00 | 1.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 3.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.19 | 0.16 | 0.26 | 0.06 | 0.16 | 0.32 | 0.30 | 0.07 | 0.09 | 0.24 |
| % Yield | 0.18 | 0.20 | 0.16 | 0.36 | 0.09 | 0.21 | 0.45 | 0.58 | 0.16 | 0.19 | 0.62 |
| Capital Gains ($) | 0.00 | 5.19 | 3.68 | 2.57 | 3.63 | 3.99 | 4.46 | 0.68 | 1.59 | 0.02 | 0.00 |
| Expense Ratio | 0.65 | 0.62 | 0.58 | 0.70 | 0.77 | 0.67 | 0.61 | 0.74 | 0.77 | 0.75 | 0.53 |
* 1 = Top 20%, 5 = Bottom 20%