(FBCG) Fidelity Blue Chip Growth - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US3160923526 • Large Growth
FBCG: Growth, Stocks, Companies, Capital, Investments, Assets, Equity
The Fidelity Blue Chip Growth ETF (FBCG) is designed for investors seeking exposure to high-quality, established companies with strong growth potential. The fund typically allocates at least 80% of its assets to blue chip firms—those that are well-capitalized, have a strong market presence, and are considered leaders in their industries. These companies often have large or medium market capitalizations, providing a balance between stability and growth.
As a growth-oriented ETF, FBCG focuses on businesses that Fidelity Management & Research Company LLC believes have above-average growth prospects. This approach aligns with the strategy of investing in companies that are expected to outperform broader market indices over the long term. The fund is non-diversified, which means it can take larger positions in a smaller number of securities, potentially amplifying returns but also increasing concentration risk.
Trading on the BATS exchange under the ticker FBCG, this ETF falls into the Large Growth category. With an assets under management (AUM) of approximately $4.115 billion, it is a sizable fund, which often translates to lower expense ratios and tighter bid-ask spreads compared to smaller ETFs. This makes it an attractive option for both individual and institutional investors looking for cost-effective exposure to the large-cap growth segment of the U.S. equity market.
Additional Sources for FBCG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FBCG ETF Overview
Market Cap in USD | 3,748m |
Category | Large Growth |
TER | 0.59% |
IPO / Inception | 2020-06-02 |
FBCG ETF Ratings
Growth 5y | 69.6% |
Fundamental | - |
Dividend | 35.2% |
Rel. Strength Industry | -1.27 |
Analysts | - |
Fair Price Momentum | 35.75 USD |
Fair Price DCF | - |
FBCG Dividends
Dividend Yield 12m | 0.14% |
Yield on Cost 5y | 0.28% |
Annual Growth 5y | 94.73% |
Payout Consistency | 33.3% |
FBCG Growth Ratios
Growth Correlation 3m | -42.6% |
Growth Correlation 12m | 83.6% |
Growth Correlation 5y | 57.2% |
CAGR 5y | 15.86% |
CAGR/Max DD 5y | 0.36 |
Sharpe Ratio 12m | 1.21 |
Alpha | -4.68 |
Beta | 1.52 |
Volatility | 42.25% |
Current Volume | 399.1k |
Average Volume 20d | 512.4k |
As of March 14, 2025, the stock is trading at USD 40.29 with a total of 399,058 shares traded.
Over the past week, the price has changed by -4.53%, over one month by -16.43%, over three months by -15.51% and over the past year by +5.65%.
Yes. Based on ValueRay Analyses, Fidelity Blue Chip Growth (BATS:FBCG) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 69.60 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FBCG as of March 2025 is 35.75. This means that FBCG is currently overvalued and has a potential downside of -11.27%.
Fidelity Blue Chip Growth has no consensus analysts rating.
According to ValueRays Forecast Model, FBCG Fidelity Blue Chip Growth will be worth about 40.6 in March 2026. The stock is currently trading at 40.29. This means that the stock has a potential upside of +0.74%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 40.6 | 0.7% |