(FBCG) Fidelity Blue Chip Growth - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US3160923526 • Large Growth
FBCG: Large, Well-Known, Well-Established, Well-Capitalized, Growth, Stocks
The Fidelity Blue Chip Growth ETF, listed on BATS under the ticker FBCG, is designed to provide investors with exposure to a portfolio of well-established companies that have demonstrated strong growth potential. Typically, the fund allocates at least 80% of its assets to these blue chip companies, which are characterized by their large or medium market capitalizations, and are considered to be well-known and well-capitalized by Fidelity Management & Research Company LLC. This strategic investment approach allows the fund to capitalize on the growth prospects of these prominent companies, which often have a proven track record of success and a strong market presence.
As a growth-oriented fund, FBCG focuses on investing in companies that the manager believes have above-average growth potential, often referred to as growth stocks. These companies are typically characterized by their ability to generate strong revenue growth, expand their market share, and maintain a competitive edge in their respective industries. By investing in these companies, the fund aims to provide investors with the potential for long-term capital appreciation, although it's worth noting that the fund is non-diversified, which means it may be more concentrated in certain sectors or industries. The fund's ISIN is US3160923526, and it is classified as a large growth ETF, which reflects its investment strategy and focus on large-cap companies with strong growth prospects.
In terms of its investment approach, the Fidelity Blue Chip Growth ETF is designed to be a targeted investment solution, providing investors with a concise portfolio of high-quality growth companies. The fund's non-diversified nature means that it may be more susceptible to market volatility, but it also allows the manager to take a more focused approach to investing in companies that have the potential to drive long-term growth. With its large growth ETF classification, FBCG is well-suited for investors who are seeking to capitalize on the growth potential of established companies, and are willing to take on the associated risks and rewards of investing in a non-diversified portfolio.
Additional Sources for FBCG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FBCG ETF Overview
Market Cap in USD | 3,910m |
Category | Large Growth |
TER | 0.59% |
IPO / Inception | 2020-06-02 |
FBCG ETF Ratings
Growth 5y | 77.8% |
Fundamental | - |
Dividend | 35.1% |
Rel. Strength Industry | 54.7 |
Analysts | - |
Fair Price Momentum | 50.05 USD |
Fair Price DCF | - |
FBCG Dividends
Dividend Yield 12m | 0.12% |
Yield on Cost 5y | 0.28% |
Annual Growth 5y | 94.73% |
Payout Consistency | 33.3% |
FBCG Growth Ratios
Growth Correlation 3m | 75.9% |
Growth Correlation 12m | 91.8% |
Growth Correlation 5y | 53.3% |
CAGR 5y | 21.15% |
CAGR/Mean DD 5y | 1.59 |
Sharpe Ratio 12m | 1.57 |
Alpha | 6.28 |
Beta | 1.36 |
Volatility | 23.19% |
Current Volume | 803k |
Average Volume 20d | 1592.6k |
As of January 24, 2025, the stock is trading at USD 48.55 with a total of 803,025 shares traded.
Over the past week, the price has changed by +3.67%, over one month by +2.10%, over three months by +9.84% and over the past year by +41.43%.
Yes. Based on ValueRay Analyses, Fidelity Blue Chip Growth (BATS:FBCG) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 77.76 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 January 2025 is 50.05. This means that FBCG is currently overvalued and has a potential downside of 3.09%.
Fidelity Blue Chip Growth has no consensus analysts rating.
According to ValueRays Forecast Model, FBCG Fidelity Blue Chip Growth will be worth about 56.3 in January 2026. The stock is currently trading at 48.55. This means that the stock has a potential upside of +15.96%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 56.3 | 16% |