FBCG - ETF AI Analysis
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Fidelity Blue Chip Growth ETF (FBCG)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing solid overall momentum.
Leading Growth Companies in Top Holdings
Many of the largest positions are well-known growth leaders that have generally performed well, helping support the fund’s returns.
Focused Exposure to Growth Sectors
Heavy weighting in technology and other growth-oriented sectors gives investors targeted exposure to areas that have been driving market gains.
Negative Factors
High Concentration in a Few Stocks
A small number of companies make up a large share of the portfolio, which increases the impact if any of these holdings struggle.
Mixed Performance Among Top Holdings
Some major positions have shown weak or lagging results recently, which can drag on the fund’s overall performance.
Limited Geographic Diversification
The fund is almost entirely invested in U.S. companies, offering little protection if the U.S. market faces a downturn.
FBCG vs. SPDR S&P 500 ETF (SPY)
AUM6.85B
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. Volume553,697
30 Day Avg. Volume647,653
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
78.75Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering227
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FBCG Summary
Fidelity Blue Chip Growth ETF (FBCG) is an exchange-traded fund that focuses on large, fast-growing U.S. companies rather than tracking a specific index. It mainly invests in technology and other growth sectors, with top holdings like Apple and Nvidia, plus other big names such as Amazon and Microsoft. Someone might invest in FBCG to seek long-term growth by owning a basket of leading companies instead of picking individual stocks. However, because it is heavily tilted toward tech and growth stocks, its price can move up and down sharply with changes in the market and investor sentiment.
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 on Big Tech and AI, with Nvidia, Apple, and Broadcom doing most of the heavy lifting. Nvidia and Broadcom are riding the AI wave, while Apple has been steadily climbing and giving the fund a solid backbone. On the other side, Microsoft and Netflix look more like dead weight lately, with performance losing steam and holding back returns. Amazon and Alphabet are in a mixed zone, not hurting much but not helping much either. Overall, it’s a tech-centric, globally exposed growth story with a clear tilt toward U.S. mega-cap innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.95% | $971.31M | $4.72T | 15.56% | 76 Outperform | |
| Apple | 9.13% | $635.67M | $4.90T | 52.64% | 79 Outperform | |
| Alphabet Class A | 8.51% | $592.65M | $4.08T | 88.30% | 85 Outperform | |
| Amazon | 6.64% | $462.01M | $2.53T | 26.46% | 71 Outperform | |
| Broadcom | 3.79% | $263.95M | $1.85T | 34.87% | 76 Outperform | |
| Microsoft | 3.68% | $256.46M | $3.35T | -11.33% | 79 Outperform | |
| Eli Lilly & Co | 2.72% | $189.57M | $1.09T | 50.70% | 72 Outperform | |
| Micron | 2.06% | $143.11M | $987.83B | 684.73% | 79 Outperform | |
| Meta Platforms | 1.76% | $122.61M | $1.37T | -25.77% | 76 Outperform | |
| SanDisk Corp | 1.72% | $119.51M | $189.55B | 2839.34% | 55 Neutral |
FBCG Technical Analysis
Positive
―
Price Trends
61.17
Negative
58.27
Positive
56.23
Positive
Market Momentum
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 60.44, equal to the 50-day MA of 61.17, and equal to the 200-day MA of 56.23, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
59.78
9.50
18.89%
JGLO
JPMorgan Global Select Equity ETF
―
―
―
BLCR
BlackRock Large Cap Core ETF
―
―
―
CGDG
Capital Group Dividend Growers ETF
―
―
―
EAGL
Eagle Capital Select Equity ETF
―
―
―
FFLC
Fidelity Fundamental Large Cap Core ETF
―
―
―
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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