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Fidelity Series Blue Chip Growth Fund: (MF: FSBDX)
(NASDAQ Mutual Funds) As of May 2, 2024 08:00 PM ET
$17.60 USD
+0.32 (1.85%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.68 | 3 |
| 3 months | 15.68 | 3 |
| 6 months | 33.69 | 2 |
| 1 Year | 51.83 | 1 |
| 3 Year | 10.54 | 22 |
| 5 Year | 21.26 | 1 |
| 10 Year | 18.17 | 1 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 43.26 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 10,463.94 |
| % Turnover 3/31/2024 | 38.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.24 | 1.21 | 1.16 |
| Alpha | -1.78 | 3.81 | 3.48 |
| R Squared | 0.82 | 0.84 | 0.82 |
| Std. Dev. | 24.08 | 24.23 | 19.41 |
| Sharpe | 0.44 | 0.92 | 1.00 |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| Technology | 48.07 |
| Retail Trade | 18.90 |
| Finance | 8.02 |
| Other | 5.95 |
| Non-Durable | 5.03 |
| Health | 4.17 |
| Consumer Durables | 3.91 |
| Energy | 2.26 |
| Industrial Cyclical | 2.02 |
| Services | 1.42 |
| Utilities | 0.25 |
Portfolio Holdings
| Top Equity Holdings (As of 1/31/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| NVIDIA CORP | 11.34 | 1,058.69 |
| MICROSOFT CORP | 10.20 | 952.01 |
| APPLE INC | 8.28 | 772.83 |
| AMAZON.COM INC | 8.00 | 746.79 |
| ALPHABET INC CLASS A | 5.98 | 558.33 |
| META PLATFORMS INC | 4.82 | 450.15 |
| MARVELL TECHNOLOGY INC | 3.91 | 365.41 |
| LULULEMON ATHLETICA INC | 2.72 | 253.86 |
| SNAP INC | 2.44 | 227.56 |
Stock Holding % of Net Assets
| As Of | 10/31/2023 |
| Total Issues | 246 |
| Avg. P/E | 40.21 |
| Avg. P/Book | 4.36 |
| Avg. EPS Growth | 18.96 |
| Avg. Market Value (Mil $) | 514,538 |
Allocation
| % of Portfolio | |
| Large Growth | 61.07 |
| Large Value | 0.00 |
| Small Growth | 1.35 |
| Small Value | 0.00 |
| Foreign Stock | 5.66 |
| Emerging Market | 17.25 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |