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FBCG - ETF AI Analysis
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Fidelity Blue Chip Growth ETF (FBCG)
Rating:74Outperform
Price Target:―
Positive Factors
Large, Established Growth Holdings
The ETF’s biggest positions are in well-known, financially strong growth companies that are leaders in their industries.
Sector Diversification Around a Tech Core
While technology is the main focus, the fund also holds stocks in communication services, consumer, health care, and other sectors, which helps spread risk across different parts of the economy.
Significant Fund Size
The ETF manages a large pool of assets, which can support better trading liquidity and help keep trading spreads relatively tight for investors.
Negative Factors
Heavy Concentration in a Few Stocks
A small number of companies make up a large share of the portfolio, so weakness in these names can strongly affect the fund’s returns.
Recent Weakness in Top Holdings
Several of the largest positions have shown weak year-to-date performance, which has contributed to the fund’s negative return so far this year.
High Fee for a Passive ETF
The expense ratio is relatively high compared with many broad, low-cost ETFs, meaning more of the fund’s gross return is eaten up by fees.
FBCG vs. SPDR S&P 500 ETF (SPY)
AUM5.31B
RegionGlobal
Expense Ratio0.57%
Beta1.44
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. Volume451,072
30 Day Avg. Volume529,639
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
69.40Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering184
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FBCG Summary
The Fidelity Blue Chip Growth ETF (FBCG) is an actively managed fund that focuses on large, fast-growing U.S. companies rather than tracking a specific index. It leans heavily toward technology and communication services, holding well-known names like Apple and Nvidia, along with other major innovators. Someone might invest in this ETF to seek long-term growth by owning a basket of leading companies instead of picking individual stocks. However, because it is heavily tilted toward growth and tech-related stocks, its price can swing a lot and may fall sharply when growth or tech stocks are out of favor.
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 hard into U.S. mega-cap tech and internet giants, with Nvidia in the driver’s seat but recently sputtering a bit, which has taken some shine off returns. Apple, Microsoft, and Meta have also been losing steam, acting more like a headwind than a help. On the brighter side, Alphabet and Amazon have been rising, helping to steady the ship. There’s a clear tilt toward technology and communication services, with a global mandate in name but performance largely riding on a handful of dominant U.S. growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.44% | $819.99M | $4.44T | 31.66% | 76 Outperform | |
| Apple | 9.94% | $527.55M | $3.76T | 4.57% | 79 Outperform | |
| Alphabet Class A | 7.83% | $415.75M | $3.70T | 65.05% | 85 Outperform | |
| Amazon | 7.57% | $402.10M | $2.13T | -13.07% | 71 Outperform | |
| Microsoft | 7.00% | $371.68M | $2.98T | -1.74% | 79 Outperform | |
| Meta Platforms | 4.39% | $232.82M | $1.62T | -13.15% | 76 Outperform | |
| Broadcom | 3.49% | $185.18M | $1.54T | 39.53% | 76 Outperform | |
| Eli Lilly & Co | 2.71% | $143.66M | $981.09B | 23.18% | 72 Outperform | |
| Netflix | 2.17% | $115.27M | $324.56B | -27.38% | 73 Outperform | |
| AppLovin | 1.78% | $94.72M | $131.99B | -23.44% | 74 Outperform |
FBCG Technical Analysis
Negative
―
Price Trends
54.65
Negative
54.27
Negative
51.21
Positive
Market Momentum
-0.54
Positive
36.79
Neutral
26.46
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FBCG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 54.10, equal to the 50-day MA of 54.65, and equal to the 200-day MA of 51.21, indicating a neutral trend. The MACD of -0.54 indicates Positive momentum. The RSI at 36.79 is Neutral, neither overbought nor oversold. The STOCH value of 26.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FBCG.
FBCG Peer Comparison
Comparison Results
Performance Comparison
FBCG
Fidelity Blue Chip Growth ETF
52.20
3.80
7.85%
CGGO
Capital Group Global Growth Equity ETF
―
―
―
JGLO
JPMorgan Global Select Equity ETF
―
―
―
CGDG
Capital Group Dividend Growers ETF
―
―
―
EAGL
Eagle Capital Select Equity ETF
―
―
―
TCHP
T. Rowe Price Blue Chip Growth ETF
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―
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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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