FBCG - ETF AI Analysis
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Fidelity Blue Chip Growth ETF (FBCG)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and quarter, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Many of the largest positions, including major technology and internet names, have delivered strong year-to-date results that support the fund’s growth profile.
Sector Focus on Growth Areas
Heavy exposure to technology, communication services, and consumer cyclical sectors gives investors targeted access to areas of the market with strong growth potential.
Negative Factors
High Concentration in a Few Stocks
A small number of large positions make up a big share of the portfolio, which increases the impact if any of these companies struggle.
Mixed Performance Among Top Holdings
Some major positions have shown weak or negative year-to-date performance, which can drag on overall returns if the trend continues.
Higher Expense Ratio for an ETF
The fund’s expense ratio is on the higher side for an ETF, meaning more of the returns are used to cover fees instead of going to investors.
FBCG vs. SPDR S&P 500 ETF (SPY)
AUM6.15B
RegionGlobal
Expense Ratio0.57%
Beta1.43
IssuerFidelity
Inception DateJun 03, 2020
Dividend Yield0.04%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume620,494
30 Day Avg. Volume594,454
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
71.94Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering196
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FBCG Summary
The Fidelity Blue Chip Growth ETF (FBCG) is a fund that invests mainly in large, fast-growing U.S. companies, with a strong focus on technology and communication services. It doesn’t track a specific index, but instead is actively managed to pick leading “blue chip” growth stocks. Top holdings include well-known names like Apple, Nvidia, Amazon, and Microsoft. Someone might invest in this ETF to seek long-term growth by owning many top innovators in one simple investment. A key risk is that it is heavily tilted toward tech and growth stocks, so its price can swing up and down more than the overall 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
FBCG is leaning heavily into U.S. mega-cap tech, with Nvidia, Apple, Alphabet, Amazon, and Microsoft steering the ship. Nvidia and Amazon are doing much of the heavy lifting lately, riding strong AI and cloud momentum, while Alphabet and Meta add steady support from digital ads and AI. Broadcom and Marvell are rising fast, underscoring a clear bet on the semiconductor and AI boom. On the flip side, Microsoft has been mixed and Eli Lilly is losing steam, modestly tugging on returns. Overall, this is a concentrated, tech-first global growth play dominated by U.S. giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.74% | $791.64M | $5.06T | 99.22% | 76 Outperform | |
| Apple | 10.11% | $543.08M | $3.98T | 27.35% | 79 Outperform | |
| Alphabet Class A | 8.01% | $430.31M | $4.15T | 118.13% | 85 Outperform | |
| Amazon | 7.21% | $387.28M | $2.84T | 39.12% | 71 Outperform | |
| Microsoft | 5.53% | $296.89M | $3.15T | 8.60% | 79 Outperform | |
| Meta Platforms | 4.48% | $240.55M | $1.71T | 23.44% | 76 Outperform | |
| Broadcom | 3.21% | $172.41M | $2.00T | 117.28% | 76 Outperform | |
| Eli Lilly & Co | 2.76% | $148.44M | $835.18B | -1.03% | 72 Outperform | |
| Netflix | 2.44% | $131.04M | $389.43B | -17.71% | 73 Outperform | |
| Marvell | 1.70% | $91.09M | $143.68B | 169.52% | 76 Outperform |
FBCG Technical Analysis
Positive
―
Price Trends
53.59
Positive
54.05
Positive
53.34
Positive
Market Momentum
1.65
Negative
70.52
Negative
70.99
Neutral
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 56.32, equal to the 50-day MA of 53.59, and equal to the 200-day MA of 53.34, indicating a bullish trend. The MACD of 1.65 indicates Negative momentum. The RSI at 70.52 is Negative, neither overbought nor oversold. The STOCH value of 70.99 is Neutral, 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
58.83
17.59
42.65%
JGLO
JPMorgan Global Select Equity ETF
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BLCR
BlackRock Large Cap Core ETF
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CGDG
Capital Group Dividend Growers ETF
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EAGL
Eagle Capital Select Equity ETF
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FFLC
Fidelity Fundamental Large Cap Core 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.
DisclaimerThis 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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