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FBCG - ETF AI Analysis
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Fidelity Blue Chip Growth ETF (FBCG)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, including Nvidia, Alphabet, and Meta, have delivered strong year-to-date performance, driving the ETF's returns.
Technology Sector Leadership
With nearly half of its portfolio in technology, the ETF benefits from exposure to a high-growth sector.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date gains, reflecting its ability to capitalize on market opportunities.
Negative Factors
High Concentration in Top Holdings
The top three stocks make up over 30% of the portfolio, increasing risk if these companies face challenges.
Limited Geographic Diversification
With over 99% of its exposure in U.S. companies, the ETF lacks protection against international market fluctuations.
Relatively High Expense Ratio
The ETF's expense ratio is higher than many passive funds, which could eat into long-term returns.
FBCG vs. SPDR S&P 500 ETF (SPY)
AUM5.21B
RegionGlobal
Expense Ratio0.57%
Beta1.44
IssuerFidelity
Inception DateJun 03, 2020
Dividend Yield0.11%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume450,416
30 Day Avg. Volume455,935
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
67.30Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering195
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FBCG Summary
The Fidelity Blue Chip Growth ETF (FBCG) is an investment fund that focuses on large, well-established companies with strong growth potential. It includes major names like Nvidia and Apple, which are leaders in technology and innovation. This ETF is ideal for investors looking to grow their money by investing in successful companies that are shaping the future. However, since nearly half of its holdings are in the technology sector, its performance can be heavily influenced by how tech stocks perform in the market.
How much will it cost me?The Fidelity Blue Chip Growth ETF (FBCG) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, which typically involves more research and management costs compared to passively managed funds. However, the active management aims to select high-quality growth companies to potentially enhance returns.
What would affect this ETF?The Fidelity Blue Chip Growth ETF (FBCG) could benefit from continued innovation and strong performance in the technology sector, which makes up nearly half of its portfolio and includes major players like Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact growth-focused companies, particularly in consumer cyclical and communication services sectors, which are also significant parts of the ETF. Global economic conditions and regulatory changes affecting large-cap tech firms could further influence the ETF's future performance.
FBCG Top 10 Holdings
The Fidelity Blue Chip Growth ETF leans heavily into technology, with nearly half its portfolio in the sector, making names like Nvidia and Apple key drivers of performance. Nvidia’s long-term growth story in AI is promising, but recent momentum has been mixed, while Apple’s steady rise reflects strong demand for its services. Alphabet is a standout, riding a wave of optimism around AI and cloud investments, while Meta has been lagging, weighed down by bearish sentiment and rising expenses. This fund’s global exposure and tech-heavy focus position it for innovation-led growth, but concentration risks remain.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.88% | $886.18M | $4.41T | 25.02% | 76 Outperform | |
| Apple | 9.73% | $510.83M | $4.23T | 17.77% | 79 Outperform | |
| Amazon | 7.96% | $418.02M | $2.51T | 7.45% | 71 Outperform | |
| Microsoft | 7.51% | $394.51M | $3.64T | 12.02% | 73 Outperform | |
| Alphabet Class A | 6.56% | $344.43M | $3.81T | 84.32% | 80 Outperform | |
| Meta Platforms | 4.33% | $227.63M | $1.63T | 5.43% | 78 Outperform | |
| Broadcom | 3.37% | $176.93M | $1.80T | 123.72% | 76 Outperform | |
| Netflix | 2.61% | $137.29M | $463.35B | 20.02% | 69 Neutral | |
| Eli Lilly & Co | 2.16% | $113.29M | $988.98B | 26.06% | 71 Outperform | |
| Marvell | 1.89% | $99.19M | $80.08B | -21.38% | 71 Outperform |
FBCG Technical Analysis
Positive
―
Price Trends
53.92
Positive
52.53
Positive
47.89
Positive
Market Momentum
0.14
Negative
56.84
Neutral
90.82
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FBCG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 53.88, equal to the 50-day MA of 53.92, and equal to the 200-day MA of 47.89, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 56.84 is Neutral, neither overbought nor oversold. The STOCH value of 90.82 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FBCG.
FBCG Peer Comparison
Comparison Results
Performance Comparison
FBCG
Fidelity Blue Chip Growth ETF
54.90
6.88
14.33%
CGGO
Capital Group Global Growth Equity ETF
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―
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JGLO
JPMorgan Global Select Equity ETF
―
―
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CGDG
Capital Group Dividend Growers ETF
―
―
―
EAGL
Eagle Capital Select Equity ETF
―
―
―
TCHP
T. Rowe Price Blue Chip Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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