As with FOCPX, it’s heavily weighted toward information technology — but then, so is the U.S. economy, and FNCMX has less weight in IT (33.66%) than the Nasdaq Composite Index (41.55%). Roth IRA FXAIX/FSKAX vs. FBGRX or others My Fidelity Roth IRA consists FXAIX and FSKAX solely (at the moment). FDGRX has a higher 5-year return than FOCPX (29.82% vs 26.68%). Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a better investment decision. If you want to add real estate to your retirement portfolio, the best-performing Fidelity real estate fund in the past decade is FRESX. Considered a large-blend fund, FXAIX seeks to replicate the S&P 500's composition and performance, and its one-year return is in-line with the S&P 500 -- both up by about 10%. U.S. News & World Report | @usnews. website is not intended for users located within the European Economic Area. You may also want to check out the following FBGRX comparisons that investors often look for on Finny. Learn more about FBGRX at MutualFunds.com 10-year average annual returns: 11.61%Net expense ratio: 0.045%Risk: above average versus U.S. mid-cap blend category, Fidelity Real Estate Investment Portfolio (FRESX). FBGRX: Fidelity Blue Chip Growth Fund - Fund Holdings. While it focuses on medium-sized companies, the fund may invest in small or large companies as well, provided the managers believe they offer the potential for accelerated revenue or earnings growth. For broad stock market exposure at index-fund pricing, FSKAX is definitely one of the best-performing Fidelity funds for retirement. 10-year average annual returns: 15.66%Net expense ratio: 0.8%Risk: above average versus U.S. large growth category, Fidelity Nasdaq Composite Index Fund (FNCMX). Given their their ubiquity in 401(k) plans, many savers with employer-sponsored retirement plans will likely see Fidelity index funds available for their accounts. WTOP.com | Alexa | Google Home | WTOP App | 103.5 FM, Md. 10-year average annual returns: 11.3%Net expense ratio: 0.74%Risk: average versus U.S. real estate category. With this more conservative approach to investing comes more conservative returns, however. The fund aims to track the performance of the Nasdaq, which includes more than 3,000 stocks. 97%. 69% van de uitstaande aandelen van SolarCity, wat overeenkomt met 2. Names like Global Payments (GPN), Fiserv (FISV) and KLA Corp (KLAC) don’t make the top 10 of many (if any) large-cap funds. For a less-aggressive approach to retirement investing, consider the Fidelity Balanced Fund. FOCPX vs FBGRX. FBGRX | A complete Fidelity Blue Chip Growth Fund mutual fund overview by MarketWatch. Who is DC making the vaccine accessible to? Over half of the portfolio’s assets are in its top 10 holdings, but then with only 44 companies in the entire portfolio, this isn’t too surprising. Copyright © 2021 by WTOP. While many of the following funds have been the best-performing over the past 10 years as of Feb. 29, many are down about 20% year-to-date. Fidelity Management & Research normally invests at least 65% of the assets in securities principally traded on the OTC market, which has more small and medium-sized companies. Because of that size, it offers a big menu of cheap index mutual funds and exchange-traded funds for investors. FNCMX holds 2,065 of them. It also carries a lot of its weight (more than 43%) in its top 10 holdings, which include common names like Apple (AAPL), Google’s parent company, Alphabet (GOOG, GOOGL) and Amazon.com (AMZN). Add the lower transparency and regulation on OTC markets, and it’s easy to see why FOCPX gets a high-risk rating. Right now, it’s just less than 30% in fixed income, which explains why Morningstar gives it a high risk rating compared with the 50% to 70% asset allocation category average. These are the best-performing Fidelity funds for retirement over the past decade. It has taken a beating, however, down almost 24% year-to-date, which could signal a buying opportunity. View the latest Fidelity OTC Portfolio (FOCPX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Here are eight of the best Fidelity index mutual funds and ETFs.Fidelity 500 Index Fund (ticker: FXAIX)For investors seeking exposure to the S&P 500, Steve Azoury, president of Azoury Financial in Troy, Michigan, likes FXAIX, calling it "a nice index fund that is very consistent with very low fees." Fidelity Mutual Fund distributions for tax planning (may not be accurate for tax reporting) FBGRX has a lower expense ratio than FOCPX (0.79% vs 0.87%). Better Buy: Fidelity Blue Chip Growth Fund Vs. T. Rowe Price Blue Chip Growth Fund Both of these mutual funds are leaders in their asset class, but one is slightly better. It's also not cheap at a 0.89% expense ratio, which can eat into long-term returns. This Having trouble finding a Large Cap Growth fund? FBGRX has a lower expense ratio than FOCPX (0.79% vs 0.87%). Fidelity Investments is a powerhouse in retirement planning. However, looking at FBGRX, the fund is also a large … Find the latest Fidelity Blue Chip Growth Fund (FBGRX) stock quote, history, news and other vital information to help you with your stock trading and investing. Fidelity® Blue Chip Growth (FBGRX) 173.39 +0.54 ( +0.31% ) USD | Feb 3 Though FOCPX is high-performing, it's not highly diversified in comparison with other index funds. Investors put $6. The Fund seeks long-term growth of capital by investing at least 65% of total assets in domestic or foreign blue chip firms (those with a market capitalization of at least $200 million, if the firm's stock is included in the S&P 500 or the Dow Jones Industrial average, or $1 billion if not included in either Index). Log in to your WTOP account for notifications and alerts customized for you. Fidelity Investments is a powerhouse in retirement planning. That said, they aren’t your usual suspects. See Fidelity® OTC Portfolio performance, holdings, fees, … The results may surprise you. FSMAX is also highly diversified among those smaller companies with more than 3,100 holdings, the top 10 of which account for only about 5.4% of the portfolio, and representation in every market sector. Researchers at Duke recently assessed 21 comparable funds from Vanguard and Fidelity across multiple attributes. 312817 FOCPX. Analysis: Child poverty a hidden focus of virus relief plan, US plans to reengage with UN rights council, reversing Trump, Analysis: Trump’s Senate trial matters regardless of outcome, Norton proposes ban on permanent fencing around US Capitol, Fauci answers COVID-19 vaccine questions from Prince George’s County, Proposals for an updated Tidal Basin re-imagined with wetlands and marshes, Senate zipping through confirmations on the way to impeachment trial, CMMC: ‘Changing culture one company at a time’, After the relocation gutted its workforces, USDA research agencies struggle to rebuild, Senate confirms former Obama chief of staff to oversee VA. Our 3 favorite actively managed funds outpace the S&P 500 index on a one-year, three-year, five-year and 10-year annualized return basis. This blue-chip large growth fund targets companies in the S&P 500 and Dow Jones Industrial Average, and companies with at least $1 billion in market capitalization. As the name suggests, the S&P 500 is composed of the largest 500 publicly traded companies in the U.S. OTC markets have more small- and medium-sized companies, which generally offer more growth opportunities. Both FBGRX and FOCPX are mutual funds. With a tidy expense ratio of only 0.015%, the Fidelity 500 Index fund is one of the lowest-cost funds of the 10 best-performing Fidelity funds for retirement. "This is a smart and extremely cheap way to get diversified access to large United States companies," he says.Fidelity Total Market Index Fund (FSKAX)This is a broad market fund following the Dow Jones U.S. Total Stock market, and it holds more than 3,000 stocks. Learn more about mutual funds at fidelity.com. Investors should also note the fund’s top 10 holdings account for nearly 44% of the overall portfolio, which is in turn nearly 45% invested in the technology sector. You may also want to check out the following FOCPX comparisons that investors often look for on Finny. It also happens to be among the best-performing Fidelity funds for retirement with a 10-year return of 12.64% as of Feb. 29. 10-year average annual returns: 16.96%Net expense ratio: 0.89%Risk: high versus U.S. large growth category. So FBALX is more of a best-performing Fidelity fund for semi-conservative retirement investors. FOCPX: Fidelity OTC Pt - Fund Profile. Best Fidelity index funds to buy for retirement: — Fidelity Nasdaq Composite Index Fund (FNCMX), — Fidelity Total Market Index Fund (FSKAX), — Fidelity Growth Strategies Fund (FDEGX), — Fidelity Extended Market Index Fund (FSMAX), — Fidelity Real Estate Investment Portfolio (FRESX), 10 Stocks to Build the Model Post-Dip Portfolio, 7 Things to Know About Index Funds vs. Mutual Funds, 9 Best Fidelity Index Funds to Buy originally appeared on usnews.com. These are the best Fidelity funds by performance for your Fidelity 401(k). Both FBGRX and FOCPX are mutual funds. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. See Fidelity® OTC Portfolio (FOCPX) mutual fund ratings from all the top fund analysts in one place. FBGRX top holdings, including current price and weighting. Find investment opportunities by comparing FCNTX vs FBGRX. When it comes to 401(k) plan participant satisfaction rankings in a J.D. These are the best Fidelity funds by performance for your Fidelity 401(k). Get comparisons, analyses and forecasts for stocks, ETFs & funds. Het fonds bezit 6. Compare fund performance to that of other funds and their benchmarks. FOCPX heeft een vijfsterrenrating van Morningstar en een totaalrendement op jaarbasis over een periode van vijf jaar van 11. Below is the comparison between FDGRX and FOCPX. Meanwhile, the Fidelity Long-Term Treasury Bond Index Fund is up 21% year-to-date. FDGRX has a lower expense ratio than FOCPX (0.83% vs 0.87%). Recent stock market volatility probably has your investments pretty shaken up. Analyze the Fund Fidelity ® Blue Chip Growth K6 Fund having Symbol FBCGX for type mutual-funds and perform research on other mutual funds. If you like the sound of this fund, now could be the time to buy as it’s down more than 30% year-to-date. The top 10 holdings are the same, the performance is nearly identical (actually slightly better than FBGRX). It’s not easy to find blue-chip companies with big growth potential; giants can only grow so much bigger, after all. If you don’t, all of them are available in individual retirement accounts.). With more than 3,400 holdings, FSKAX reaches far beyond the S&P 500. View mutual fund news, mutual fund market and mutual fund interest rates. It is newer, but the main thing is the expense ratio FBGRX is 0.80 and FBCGX is 0.45. Benchmarked to the Dow Jones U.S. 10-year average annual returns: 15.47%Net expense ratio: 0.3%Risk: above average versus U.S. large growth category. But this is exactly what the managers of FBGRX aim to do. 10-year average annual returns: 12.46%Net expense ratio: 0.015%Risk: average versus U.S. large blend category. Bear in mind this means the fund is heavily invested in technology (almost 38% of the total portfolio) and consumer discretionary (almost 22% of the total portfolio). This graph represents the growth of a hypothetical investment of $10,000. The Fund seeks capital appreciation. Get the lastest Fund Profile for Fidelity OTC Pt from Zacks Investment Research Get the lastest Fund Holdings for Fidelity Blue Chip Growth Fund from Zacks Investment Research No single company makes up more than 4% of the overall portfolio. FBGRX has a higher 5-year return than FOCPX (28.94% vs 28.02%). Also note that for an index fund, FNCMX is on the expensive side at 0.3%. The Fund invests more than 25% of assets in the technology sector. You likely won’t find the Zero funds in your 401(k), as most providers wait until funds are at least 3 years old before adding them, but FZROX is available in any Fidelity IRA. Fidelity vs Fidelity comparative analysis provides an insight into diversification possibilities from … 10-year average annual returns: 12.08%Net expense ratio: 0.56%Risk: average versus U.S. mid-cap growth category, Fidelity Extended Market Index Fund (FSMAX). Index funds typically provide broad market exposure and low costs.Fidelity is the fourth-largest asset-management firm in the U.S., surpassed only by Vanguard, Pimco and BlackRock. It appears to be exactly the same as FBGRX. FBALX rounded out the past decade with a 9.56% average annual return. FBGRX has a higher 5-year return than FOCPX (28.94% vs 28.02%). It has an extremely low expense ratio of 0.015%, or $1.50 for every $10,000 invested annually. This is where your opportunity to rebalance lies: Sell your appreciated bond funds to buy more of these beaten-down equity funds while they’re on sale. There are 509 stocks in the index, though, because some companies have more than one “class” of stock. FBALX invests about 40% of its portfolio in fixed-income securities like bonds. Well, Fidelity OTC Portfolio (FOCPX) would not be a good potential starting point right now. Update 03/31/20: This article was published on a previous date and has been updated with new information. The fund aims for capital growth with above-average income and a yield more than that of the S&P 500. 10-year average annual returns: 9.56%Net expense ratio: 0.53%Risk: high versus U.S. allocation 50% to 70% equity category. So while FNCMX is another high performer, order this one with a side of diversification for a less volatile retirement. Performance charts for Fidelity Blue Chip Growth Fund (FBGRX) including intraday, historical and comparison charts, technical analysis and trend lines. See Fidelity® Blue Chip Growth Fund performance, holdings, fees, risk … Moving from the large-cap category into mid-caps now, which generally target companies with between $2 billion and $10 billion in market capitalization, FDEGX is the best-performing mid-cap fund. Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. Below is the comparison between FBGRX and FOCPX. Performance charts for Fidelity OTC Portfolio Fund (FOCPX) including intraday, historical and comparison charts, technical analysis and trend lines. ARKK vs. ARKW: Head-To-Head ETF Comparison The table below compares many ETF metrics between ARKK and ARKW. This five-star Morningstar-rated fund is among the best-performing large growth Fidelity funds in the past decade. The Fidelity over-the-counter fund invests more than 80% of its portfolio in stocks trading in the Nasdaq composite index or over-the-counter markets. Formerly FUSEX, the fund replicates the S&P 500, making it a nice option for index investors or those looking for large blend exposure. FBGRX - Fidelity Blue Chip Growth Fund Family Name: Fidelity Investments Expense Ratio: 0.76% ETFdb.com Category: Large Cap Growth Equities Benchmark Index Name: Russell 1000 Growth Index Benchmark Index Description: The index measures the performance of the large capitalization growth sector of the U.S. equity market. Learn about FOCPX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. FBGRX. So shaken up, your portfolio may look nothing like you originally intended, which is why this is the best time to rebalance your retirement portfolio. Power study, Fidelity is among the top two positions for medium and small plan providers and in the top six for large-plan providers. See Fidelity® Blue Chip Growth Fund (FBGRX) mutual fund ratings from all the top fund analysts in one place. Below is the comparison between FBGRX and FOCPX. Completion Total Stock Market Index, which excludes companies in the S&P 500, FSMAX can be a good source of small- and mid-cap stock exposure and a nice complement to a large-cap or S&P 500 index fund. Current and Historical Performance Performance for Fidelity Blue Chip Growth Fund on Yahoo Finance. FDEGX currently has more large-caps than mid-caps in its portfolio, with its top 10 holdings being well over the $10 billion market capitalization mark. (Note: You may or may not have access to these in your company plan. Learn about FBGRX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. It has also outperformed FSKAX since 2018, when the new zero-expense ratio funds were debuted. For … FXAIX is offered by more than 14,000 of the 23,000 401(k) plans on Fidelity’s platform, according to the company, making it one of the most accessible Fidelity funds for retirement. High-performing this one may be, but highly diversified it is not. It’s managing to do that but barely, with a yield of 2.62% versus closer to 2% on S&P 500 funds like FXAIX. But this is exactly what the managers of FBGRX aim to do. Its fixed income is primarily investment-grade credit, U.S. Treasurys and mortgage pass-through securities. FOCPX | A complete Fidelity OTC Portfolio mutual fund overview by MarketWatch. ... As with FOCPX, it’s heavily weighted toward information technology — but ... 7 Things to Know About Index Funds vs. Mutual Funds. That is pretty substantial. 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