FBCGFidelity Blue Chip Growth ETF

Grow my money6y track recordRanked #567 of 2,960 in this goal

Seeks long-term growth of capital.

By Fidelity Investments · Launched 2020

Annual Cost

0.57%

#2,891 of 5,562 · average

Fund Size

$6.9B

#363 of 5,562 · large

Return (1Y)Goal

+37.1%

Track Record

6 years

#2,120 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$13,716+37.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 61.8% of fundconcentrated

NVIDIA CORP

15.7%

APPLE INC

9.5%

ALPHABET INC

8.4%

AMAZON.COM INC

7.8%

MICROSOFT CORP

6.1%

META PLATFORMS INC

4.8%

BROADCOM INC

3.3%

ELI LILLY and CO

2.6%

NETFLIX INC

2.0%

TESLA INC

1.6%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Technology

48.9%

Consumer Cyclical

17.2%

Communication

17.1%

Industrials

5.6%

Healthcare

5.6%

Financial Services

2.2%

Consumer Defensive

1.3%

Real Estate

0.6%

Other

1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

19.6%Moderate

Year-on-year price swings

Max drawdown

-43.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.08Strong risk-adjusted returns

Sortino (3Y)

1.57Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Actively managed ETF primarily invests in equity securities, focusing on blue chip companies with above-average growth potential. Utilizes fundamental analysis to select investments from both domestic and foreign issuers.
Inception date: June 2, 2020
Fund family: Fidelity Investments