FBCVX Rating, Research - Fidelity Blue Chip Value

Fidelity Blue Chip Value (fbcvx)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 81

Threats + Weaknesses = 62

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fbcvx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Blue Chip Value (FBCVX) Description: FBCVX is a mutual fund, which is an investment that owns a basket of assets. The FBCVX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the average fund size classification. FBCVXs minimum initial investment amount is $2500 while the IRA minimum is $2500. FBCVXs expense ratio is roughly 1%. The latest FBCVXs front end load was 0% and the back end load was 0%. The Fidelity Blue Chip Value (FBCVX) mutual fund falls under the large-cap value category. FBCVX focuses its investments in USA and FBCVX is not affiliated with a particular industry or fund sector. The Fidelity Blue Chip Value (FBCVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FBCVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FBCVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks a high level of current income. Long-term capital appreciation is the secondary objective. The fund invests at least 80% of the value of net assets, plus borrowings for investment purposes, if any, in equity securities (see equity research) or other investments with similar economic characteristics. A significant portion of the funds portfolio consists of equity securities (see equity research) that pay dividends. It may invest up to 50% of net assets in equity securities (see equity research) of foreign issuers. The fund may invest up to 20% of net assets in fixed-income securities.

Management Analysis Update

Performance Analysis Update