Fidelity Blue Chip Value

Frequently Asked Questions About FBCVX

What does FBCVX invest in?

The fund invests primarily in common stock. It normally invests at least 80% of assets in blue chip companies (companies that, in FMR'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.

What is the expense ratio of FBCVX?

Fidelity Blue Chip Value (FBCVX) charges an expense ratio of 0.56%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FBCVX?

Fidelity Blue Chip Value (FBCVX) manages $561.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is FBCVX actively managed or an index fund?

FBCVX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FBCVX launched?

Fidelity Blue Chip Value (FBCVX) launched in January 2003 and is managed by Fidelity.

How has FBCVX performed?

FBCVX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.