(FBCG) Fidelity Blue Chip Growth - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US3160923526 • Large Growth
FBCG: Blue, Chip, Stocks, Growth, Investments
Fidelity® Blue Chip Growth ETF (BATS:FBCG) is an exchange-traded fund (ETF) designed to provide exposure to large-cap growth stocks. The fund primarily invests in blue chip companies, which are typically well-established, financially stable, and widely recognized. These companies generally have large or medium market capitalizations. FBCG seeks to capitalize on the growth potential of these firms, focusing on those that the manager believes can deliver above-average earnings and revenue growth compared to their peers.
The ETF is non-diversified, meaning it can concentrate its holdings in a smaller number of securities. This approach allows the fund to take larger positions in companies with strong growth prospects. The funds strategy aligns with investors seeking exposure to high-quality, growth-oriented equities in the U.S. market.
As of the latest data, Fidelity® Blue Chip Growth ETF has an average 20-day trading volume of 934,158 shares, with a last price of $40.43. The funds short-term moving averages (SMA 20: $38.29) are below its medium-term (SMA 50: $41.49) and long-term (SMA 200: $43.42) averages, indicating potential near-term weakness. The Average True Range (ATR) of 1.65 suggests moderate volatility. The fund manages assets under management (AUM) of $3,257.54 million, reflecting its popularity among investors seeking large-cap growth exposure.
3-Month Forecast (Based on Technical and Fundamental Data): - Technical Outlook: The funds price is currently below its SMA 50 and SMA 200, which may signal a challenging near-term outlook. However, if the price crosses above the SMA 50 ($41.49), it could indicate a bullish trend reversal. - Fundamental Outlook: With an AUM of over $3.25 billion, the fund is well-established and liquid. If the underlying blue chip companies continue to demonstrate strong earnings growth, the fund is likely to benefit, supporting long-term positive momentum.Additional Sources for FBCG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FBCG ETF Overview
Market Cap in USD | 3,258m |
Category | Large Growth |
TER | 0.59% |
IPO / Inception | 2020-06-02 |
FBCG ETF Ratings
Growth Rating | 56.7 |
Fundamental | - |
Dividend Rating | 37.3 |
Rel. Strength | -2.59 |
Analysts | - |
Fair Price Momentum | 35.16 USD |
Fair Price DCF | - |
FBCG Dividends
Dividend Yield 12m | 0.14% |
Yield on Cost 5y | 0.28% |
Annual Growth 5y | 94.73% |
Payout Consistency | 34.2% |
FBCG Growth Ratios
Growth Correlation 3m | -89.1% |
Growth Correlation 12m | 32.5% |
Growth Correlation 5y | 59.9% |
CAGR 5y | 15.55% |
CAGR/Max DD 5y | 0.36 |
Sharpe Ratio 12m | 1.49 |
Alpha | -4.84 |
Beta | 1.423 |
Volatility | 50.29% |
Current Volume | 411.1k |
Average Volume 20d | 809.1k |
As of May 01, 2025, the stock is trading at USD 40.52 with a total of 411,116 shares traded.
Over the past week, the price has changed by +8.49%, over one month by +1.38%, over three months by -14.86% and over the past year by +7.70%.
Partly, yes. Based on ValueRay Analyses, Fidelity Blue Chip Growth (BATS:FBCG) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 56.71 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FBCG as of May 2025 is 35.16. This means that FBCG is currently overvalued and has a potential downside of -13.23%.
Fidelity Blue Chip Growth has no consensus analysts rating.
According to ValueRays Forecast Model, FBCG Fidelity Blue Chip Growth will be worth about 40.6 in May 2026. The stock is currently trading at 40.52. This means that the stock has a potential upside of +0.27%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 40.6 | 0.3% |