Fidelity Blue Chip Fund Quote
| FBCVX Fund | USD 24.04 0.13 0.54% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Blue is trading at 24.04 as of the 19th of March 2025; that is 0.54 percent increase since the beginning of the trading day. The fund's open price was 23.91. Fidelity Blue has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests primarily in common stock. It normally invests at least 80 percent of assets in blue chip companies , which generally have large or medium market capitalizations. It invests in securities of domestic and foreign issuers. More on Fidelity Blue Chip
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Large Value, Fidelity Investments, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of September 2022 |
| Fiscal Year End | July |
Fidelity Blue Chip [FBCVX] is traded in USA and was established 19th of March 2025. Fidelity Blue is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Fidelity Investments family. This fund currently has accumulated 737.81 M in assets under management (AUM) with no minimum investment requirementsFidelity Blue Chip is currently producing year-to-date (YTD) return of 0.79% with the current yeild of 0.02%, while the total return for the last 3 years was 4.68%.
Check Fidelity Blue Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Blue Chip Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Blue Chip Mutual Fund Constituents
| COF | Capital One Financial | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| CNC | Centene Corp | Stock | Health Care | |
| CVS | CVS Health Corp | Stock | Health Care | |
| AMGN | Amgen Inc | Stock | Health Care | |
| CVX | Chevron Corp | Stock | Energy | |
| USB | US Bancorp | Stock | Financials | |
| BMY | Bristol Myers Squibb | Stock | Health Care |
Fidelity Blue Chip Risk Profiles
| Mean Deviation | 0.6357 | |||
| Standard Deviation | 0.7923 | |||
| Variance | 0.6278 | |||
| Risk Adjusted Performance | (0.12) |
Fidelity Blue Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Blue financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Blue security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |