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Fidelity Blue Chip Growth Fund: (MF: FBGRX)

(NASDAQ Mutual Funds) As of May 14, 2021 08:00 PM ET

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$168.62 USD

+4.70 (2.87%)

Zacks MF Rank

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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1-Strong Buy of 5 1        

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Latest Performance as of Apr 30, 2021

Total Return %* Percentile Rank Objective
YTD 8.95 67
3 months 7.69 82
6 months 31.05 39
1 Year 75.01 6
3 Year 31.62 2
5 Year 28.22 2
10 Year 19.37 1

* Annual for three years and beyond.

Zacks Premium Research for FBGRX

Zacks MF Rank

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 57.87
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 4/30/2021 45,579.11
%Turnover 4/30/2021 43.00

Risk

3 Year 5 Year 10 Year
Beta 1.11 1.10 1.11
Alpha 9.75 8.07 3.47
R Squared 0.85 0.82 0.84
Std. Dev. 22.25 18.29 16.57
Sharpe 1.48 1.58 1.00

Sector / Country Weightings

As of 4/30/2021 % of Portfolio
Technology 41.79
Retail Trade 22.91
Non-Durable 7.36
Other 6.28
Finance 5.35
Health 4.53
Services 3.88
Consumer Durables 3.05
Industrial Cyclical 2.62
Utilities 1.42
Energy 0.81

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2021)
% of Portfolio Value (Mil$)
APPLE INC 9.45 4,660.71
AMAZON COM INC 7.60 3,752.25
MICROSOFT CORP 5.97 2,946.78
ALPHABET INC CLASS A 4.97 2,453.16
TESLA MOTORS INC 4.03 1,988.82
FACEBOOK INC 3.68 1,815.72
NVIDIA CORP 3.17 1,561.90
MARVELL TECHNOLOGY GROUP 2.64 1,302.95
SALESFORCE.COM INC 1.84 909.69

Stock Holding % of Net Assets

As Of 1/31/2021
Total Issues 472
Avg. P/E 45.27
Avg. P/Book 3.82
Avg. EPS Growth 17.95
Avg. Market Value (Mil $) 357,767

Allocation

% of Portfolio
Large Growth 46.72
Large Value 0.00
Small Growth 17.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 6.94
Precious Metal 0.00
Intermediate Bond 15.72
Foreign Bond 0.00
High Yield Bond 8.39