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)
AUM6.88B
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. Volume481,876
30 Day Avg. Volume660,102
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
78.44Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering219
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 into U.S. Big Tech and AI, with Nvidia, Apple, Alphabet, Amazon, and Microsoft steering the ship. Nvidia and Broadcom are still key engines thanks to the AI boom, even if their recent moves have been a bit choppy. Apple and Alphabet look steadier, helping smooth out some of Amazon’s and Microsoft’s more mixed patches. On the downside, Netflix and Meta have been losing steam, acting as a bit of a drag. Overall, this is a tech‑centric, globally exposed fund that really lives or dies by a handful of mega-cap innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.72% | $1.02B | $5.13T | 20.16% | 76 Outperform | |
| Apple | 10.14% | $699.20M | $4.79T | 50.48% | 79 Outperform | |
| Alphabet Class A | 8.32% | $574.06M | $4.16T | 65.32% | 85 Outperform | |
| Amazon | 7.87% | $542.81M | $2.63T | 0.62% | 71 Outperform | |
| Microsoft | 5.28% | $363.95M | $2.90T | -25.31% | 79 Outperform | |
| Broadcom | 3.91% | $270.03M | $1.89T | 35.94% | 76 Outperform | |
| Meta Platforms | 2.78% | $191.94M | $1.59T | -15.21% | 76 Outperform | |
| Eli Lilly & Co | 2.45% | $168.84M | $1.10T | 47.23% | 72 Outperform | |
| Marvell | 1.98% | $136.48M | $184.78B | 182.71% | 76 Outperform | |
| Netflix | 1.86% | $128.03M | $285.35B | -41.66% | 73 Outperform |
FBCG Technical Analysis
Negative
―
Price Trends
61.39
Negative
57.96
Positive
56.10
Positive
Market Momentum
-0.32
Positive
40.46
Neutral
27.19
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 61.06, equal to the 50-day MA of 61.39, and equal to the 200-day MA of 56.10, indicating a neutral trend. The MACD of -0.32 indicates Positive momentum. The RSI at 40.46 is Neutral, neither overbought nor oversold. The STOCH value of 27.19 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
59.16
8.90
17.71%
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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FFLC
Fidelity Fundamental Large Cap Core ETF
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TGRW
T. Rowe Price Growth Stock 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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