- 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 $708.7M 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.
