Fidelity Blue is trading at 235.46 as of the 5th of December 2024; that is 2.10 percent increase since the beginning of the trading day. The fund's open price was 230.62. Fidelity Blue has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Fidelity Blue Chip are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of December 2022 and ending today, the 5th of December 2024. Click here to learn more.
The fund invests primarily in common stocks. It normally invests at least 80 percent of assets in blue chip companies s view, are well-known, well-established and well-capitalized, which generally have large or medium market capitalizations. It invests in securities of domestic and foreign issuers. More on Fidelity Blue Chip
Fidelity Blue Chip [FBGRX] is traded in USA and was established 5th of December 2024. Fidelity Blue is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Fidelity Investments family. This fund currently has accumulated 47.1 B in assets under management (AUM) with no minimum investment requirementsFidelity Blue Chip is currently producing year-to-date (YTD) return of 37.89% with the current yeild of 0.0%, while the total return for the last 3 years was 8.63%.
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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.
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.