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17 important things you should know about Fidelity Investments FBGRX mutual fund

Before we start: if you’re looking for FBGRX “stock” price, you can quickly find it out by visiting Finny and typing "FBGRX quote". If you’re looking for a quick scoop on FBGRX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "FBGRX". You’ll get all this info in one place.

Are you looking to buy or sell FBGRX? Or perhaps you’re looking for FBGRX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this FBGRX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: FBGRX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: FBGRX buy or sell; the pros and cons of investing in FBGRX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to FBGRX.

And here is the list of questions we’ll answer:

  1. Describe Fidelity Securities Fund: Fidelity Blue Chip Growth Fund (FBGRX).
  2. What are FBGRX holdings?
  3. What is FBGRX performance? What are FBGRX historical returns?
  4. What is FBGRX dividend yield?
  5. What is FBGRX minimum initial investment amount?
  6. Does FBGRX have any sales loads or 12b-1 distribution expenses?
  7. What is FBGRX Finny Score? FBGRX buy or sell?
  8. What are the pros of investing in FBGRX? What are FBGRX buy reasons?
  9. What are the cons of investing in FBGRX? What are FBGRX sell reasons?
  10. Compare and contrast: FBGRX vs IVV.
  11. Compare and contrast: FBGRX vs QQQ.
  12. Compare and contrast: FBGRX vs VOO.
  13. Compare and contrast: FBGRX vs VTI.
  14. Compare and contrast: FBGRX vs VUG.
  15. Compare and contrast: FBGRX vs FBCG.
  16. Compare and contrast: FBGRX vs FBCGX.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Fidelity Securities Fund: Fidelity Blue Chip Growth Fund (FBGRX).

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).

2. What are FBGRX top holdings?

FBGRX has 420 stock holdings and 4 bond holdings.

The top 10 holdings represent 47.12% of total assets. Here are the top holdings:

NameSymbol% Assets
Apple IncAAPL9.34%
Amazon.com IncAMZN8.75%
Microsoft CorpMSFT6.40%
Alphabet Inc AGOOGL4.46%
Facebook Inc AFB4.09%
NVIDIA CorpNVDA3.93%
Tesla IncTSLA3.22%
Marvell Technology Group LtdMRVL2.63%
Salesforce.com IncCRM2.55%
Visa Inc Class AV1.75%

3. What is FBGRX performance? What are FBGRX historical returns?

FBGRX has generated the following returns:

  • 1-month return is -3.47%;
  • 3-month return is 1.58%;
  • 1-year return is 1.58%;
  • 3-year return is 30.23%;
  • 5-year return is 27.84%;
  • 10-year return is 22.15%;
  • 15-year return is 15.26%.

5. What is FBGRX minimum initial investment amount?

FBGRX minimum initial investment amount is $2.50K.

6. Does FBGRX have any sales loads or 12b-1 distribution expenses?

FBGRX 12b-1 distribution fee is 0. FBGRX front-end sales load is 0. FBGRX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 83. Our quantitative analysis shows 5 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 83.

8. What are the pros of investing in FBGRX? What are FBGRX buy reasons?

The following are FBGRX strengths from our perspective:

  • FBGRX 3-year return is 30.23%, which is higher than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 23.77%.
  • FBGRX 5-year return is 27.84%, which is higher than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 23.39%.
  • FBGRX 10-year return is 22.15%, which is higher than the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 19.54%.
  • FBGRX 15-year return is 15.26%, which is higher than the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 13.32%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in FBGRX? What are FBGRX negatives?

The following are FBGRX weaknesses from our perspective:

  • FBGRX expense ratio is 0.79%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Alternatives

10. Compare and contrast: FBGRX vs IVV.

FBGRX is a mutual fund, whereas IVV is an ETF. FBGRX has a higher 5-year return than IVV (27.84% vs 17.51%). FBGRX has a higher expense ratio than IVV (0.79% vs 0.03%). Below is the comparison between FBGRX and IVV.

FBGRXIVV
SegmentU.S. Equity: Large GrowthEquity: U.S. - Large Cap
Net Assets$48.14B$286.93B
Expense Ratio0.79%0.03%
Management Styleactivepassive (index-based)
Underlying IndexN/AS&P 500
YTD Return16.1%18.46%
1-Year Return1.58%30.64%
3-Year Return30.23%17.17%
5-Year Return27.84%17.51%
10-Year Return22.15%16.57%
Dividend YieldN/A1.31%

IVV profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

For further information, check out FBGRX vs IVV comparison details.

11. Compare and contrast: FBGRX vs QQQ.

FBGRX is a mutual fund, whereas QQQ is an ETF. FBGRX has a higher 5-year return than QQQ (27.84% vs 25.96%). FBGRX has a higher expense ratio than QQQ (0.79% vs 0.2%). Below is the comparison between FBGRX and QQQ.

FBGRXQQQ
SegmentU.S. Equity: Large GrowthEquity: U.S. - Large Cap
Net Assets$48.14B$182.47B
Expense Ratio0.79%0.2%
Management Styleactivepassive (index-based)
Underlying IndexN/ANASDAQ-100 Index
YTD Return16.1%15.52%
1-Year Return1.58%29.03%
3-Year Return30.23%27.27%
5-Year Return27.84%25.96%
10-Year Return22.15%22.13%
Dividend YieldN/A0.49%

QQQ profile: The Fund seeks to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Index measures the average performance of a broadly diversified group of equity securities issued by 100 of the largest non-financial companies listed on The NASDAQ Stock Market, Inc.

For further information, check out FBGRX vs QQQ comparison details.

12. Compare and contrast: FBGRX vs VOO.

FBGRX is a mutual fund, whereas VOO is an ETF. FBGRX has a higher 5-year return than VOO (27.84% vs 17.47%). FBGRX has a higher expense ratio than VOO (0.79% vs 0.03%). Below is the comparison between FBGRX and VOO.

FBGRXVOO
SegmentU.S. Equity: Large GrowthEquity: U.S. - Large Cap
Net Assets$48.14B$246.96B
Expense Ratio0.79%0.03%
Management Styleactivepassive (index-based)
Underlying IndexN/AS&P 500
YTD Return16.1%18.3%
1-Year Return1.58%29.29%
3-Year Return30.23%17.11%
5-Year Return27.84%17.47%
10-Year Return22.15%16.56%
Dividend YieldN/A1.34%

VOO profile: The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

For further information, check out FBGRX vs VOO comparison details.

13. Compare and contrast: FBGRX vs VTI.

FBGRX is a mutual fund, whereas VTI is an ETF. FBGRX has a higher 5-year return than VTI (27.84% vs 17.55%). FBGRX has a higher expense ratio than VTI (0.79% vs 0.03%). Below is the comparison between FBGRX and VTI.

FBGRXVTI
SegmentU.S. Equity: Large GrowthEquity: U.S. - Total Market
Net Assets$48.14B$263.08B
Expense Ratio0.79%0.03%
Management Styleactivepassive (index-based)
Underlying IndexN/ACRSP US Total Market Index
YTD Return16.1%17.68%
1-Year Return1.58%31.94%
3-Year Return30.23%17.41%
5-Year Return27.84%17.55%
10-Year Return22.15%16.6%
Dividend YieldN/AN/A

VTI profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

For further information, check out FBGRX vs VTI comparison details.

14. Compare and contrast: FBGRX vs VUG.

FBGRX is a mutual fund, whereas VUG is an ETF. FBGRX has a higher 5-year return than VUG (27.84% vs 22.71%). FBGRX has a higher expense ratio than VUG (0.79% vs 0.04%). Below is the comparison between FBGRX and VUG.

FBGRXVUG
SegmentU.S. Equity: Large GrowthEquity: U.S. - Large Cap Growth
Net Assets$48.14B$81.48B
Expense Ratio0.79%0.04%
Management Styleactivepassive (index-based)
Underlying IndexN/ACRSP US Large Cap Growth Index
YTD Return16.1%16.62%
1-Year Return1.58%27.61%
3-Year Return30.23%24.56%
5-Year Return27.84%22.71%
10-Year Return22.15%19.14%
Dividend YieldN/AN/A

VUG profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

For further information, check out FBGRX vs VUG comparison details.

15. Compare and contrast: FBGRX vs FBCG.

Both FBGRX and FBCG are mutual funds. Below is the comparison between FBGRX and FBCG.

FBGRXFBCG
SegmentU.S. Equity: Large Growth
Net Assets$48.14B$447.60M
Expense Ratio0.79%N/A
Management StyleactiveN/A
Underlying IndexN/AN/A
YTD Return16.1%15.28%
1-Year Return1.58%1.2%
3-Year Return30.23%N/A
5-Year Return27.84%N/A
10-Year Return22.15%N/A
Dividend YieldN/A0.01%

FBCG profile: The Fund seeks long-term growth of capital. The Fund invests 80% of assets in blue chip companies which have large or medium capitalizations. The Fund invests primarily in equity securities that have above-average growth potential or "growth" stocks. The Fund uses fundamental analysis of factors to select investments.

For further information, check out FBGRX vs FBCG comparison details.

16. Compare and contrast: FBGRX vs FBCGX.

Both FBGRX and FBCGX are mutual funds. FBGRX has a higher expense ratio than FBCGX (0.79% vs 0.45%). Below is the comparison between FBGRX and FBCGX.

FBGRXFBCGX
SegmentU.S. Equity: Large Growth
Net Assets$48.14B$6.84B
Expense Ratio0.79%0.45%
Management StyleactiveN/A
Underlying IndexN/AN/A
YTD Return16.1%16.34%
1-Year Return1.58%1.68%
3-Year Return30.23%30.4%
5-Year Return27.84%N/A
10-Year Return22.15%N/A
Dividend YieldN/AN/A

FBCGX profile: The Fund seeks growth of capital over the long term by investing primarily in common stocks of well-known and established companies. The Fund normally invests at least 80% of its assets in blue chip companies, and companies with market capitalizations of at least $1 billion if not included in a particular index.

For further information, check out FBGRX vs FBCGX comparison details.

In the FBGRX review, we covered FBGRX key stats(return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fundand ETFreviews.
Sours: https://www.askfinny.com/posts/mutf-FBGRX-stock-review

Dividend History for Blue Chip Growth Fund/Fidelity Securities Fund (NASDAQ:FBGRX)

Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2021 DividendsDecl DateEx DateRec DatePay DateTypeAmountAmt $Sep. 10, 20219/10/21Sep. 10, 20219/10/21Sep. 10, 20219/10/21Sep. 13, 20219/13/21B1.333Sep. 10, 20219/10/21Sep. 10, 20219/10/21Sep. 10, 20219/10/21Sep. 13, 20219/13/21C12.187Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2021 Total:13.520Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2020 DividendsDecl DateEx DateRec DatePay DateTypeAmountAmt $Dec. 18, 202012/18/20Dec. 18, 202012/18/20Dec. 18, 202012/18/20Dec. 21, 202012/21/20B0.308Dec. 18, 202012/18/20Dec. 18, 202012/18/20Dec. 18, 202012/18/20Dec. 21, 202012/21/20C4.219Sep. 11, 20209/11/20Sep. 11, 20209/11/20Sep. 11, 20209/11/20Sep. 14, 20209/14/20C5.913Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2020 Total:10.440Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2019 DividendsDecl DateEx DateRec DatePay DateTypeAmountAmt $Dec. 20, 201912/20/19Dec. 20, 201912/20/19Dec. 20, 201912/20/19Dec. 23, 201912/23/19C0.395Sep. 13, 20199/13/19Sep. 13, 20199/13/19Sep. 13, 20199/13/19Sep. 16, 20199/16/19C3.595Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2019 Total:3.990
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Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2018 DividendsDecl DateEx DateRec DatePay DateTypeAmountAmt $Dec. 07, 201812/7/18Dec. 07, 201812/7/18Dec. 07, 201812/7/18Dec. 10, 201812/10/18C1.442Dec. 07, 201812/7/18Dec. 07, 201812/7/18Dec. 07, 201812/7/18Dec. 10, 201812/10/1800.036Sep. 14, 20189/14/18Sep. 14, 20189/14/18Sep. 14, 20189/14/18Sep. 17, 20189/17/18C3.758Sep. 14, 20189/14/18Sep. 14, 20189/14/18Sep. 14, 20189/14/18Sep. 17, 20189/17/1800.069Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2018 Total:5.305Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2017 DividendsDecl DateEx DateRec DatePay DateTypeAmountAmt $Dec. 08, 201712/8/17Dec. 08, 201712/8/17Dec. 08, 201712/8/17Dec. 11, 201712/11/17C1.995Dec. 08, 201712/8/17Dec. 08, 201712/8/17Dec. 08, 201712/8/17Dec. 11, 201712/11/1700.027Sep. 15, 20179/15/17Sep. 15, 20179/15/17Sep. 15, 20179/15/17Sep. 18, 20179/18/17C1.688Sep. 15, 20179/15/17Sep. 15, 20179/15/17Sep. 15, 20179/15/17Sep. 18, 20179/18/1700.048Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2017 Total:3.758Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2016 DividendsDecl DateEx DateRec DatePay DateTypeAmountAmt $Dec. 09, 201612/9/16Dec. 09, 201612/9/16Dec. 09, 201612/9/16Dec. 12, 201612/12/16B0.046Dec. 09, 201612/9/16Dec. 09, 201612/9/16Dec. 09, 201612/9/16Dec. 12, 201612/12/16C1.657Dec. 09, 201612/9/16Dec. 09, 201612/9/16Dec. 09, 201612/9/16Dec. 12, 201612/12/1600.060Sep. 16, 20169/16/16Sep. 16, 20169/16/16Sep. 16, 20169/16/16Sep. 19, 20169/19/16C0.873Sep. 16, 20169/16/16Sep. 16, 20169/16/16Sep. 16, 20169/16/16Sep. 19, 20169/19/1600.090Blue Chip Growth Fund/Fidelity Securities FundFBGRX 2016 Total:2.726
Sours: https://www.dividendinvestor.com/dividend-history-detail/fbgrx/
  1. Balance on my starbucks card
  2. Blues party songs
  3. Lego pizzeria set

Fidelity Blue Chip Growth’s skilled leadership and well-resourced analyst team earn a Morningstar Analyst Rating of Bronze.

Industry veteran Sonu Kalra’s willingness to pay high price multiples for companies he thinks have sustainably high growth rates courts risk, but over the past decade he’s consistently made good calls. That’s especially been the case within the consumer discretionary and communication services sectors, which combined for 45% of the fund’s equity assets in December 2020, versus the Russell 1000 Growth Index’s 28%.

Kalra often tries to get in early, initiating modest positions in small or mid-caps with large-cap potential. In 2010, for instance, he built a 20-basis-point stake in electric-car maker Tesla TSLA, when its market cap was roughly $2 billion. Since then--despite operational issues that underpinned many shorter sellers’ theses--Kalra maintained conviction in what he thought was a disruptive industry pioneer that had the potential to take market share from incumbents, expand its addressable market, and eventually turn a profit. The company’s $700-plus billion valuation, as of February 2021, suggests that the market now concurs and the fund’s nearly 4% Tesla weight owes largely to its appreciation in the portfolio over the years.

The strategy’s present size poses a challenge. Its $60 billion asset base--one of the world’s larger actively managed strategies--makes it difficult to invest meaningfully in the young up-and-comers that have driven much of the strategy’s past success. Still, that doesn’t necessarily relegate the strategy to mediocrity. Kalra’s position moves tend to be gradual, and analytical support from Fidelity’s deep analyst bench helps in overseeing in the fund’s sprawling portfolio.

The portfolio in aggregate doesn’t typically look high-quality on traditional metrics such as ROIC and ROA, given Kalra’s tolerance for owning names that may not yet be profitable. These types of investments can make for bumpy returns. But the types of stocks that make the strategy volatile are often the same ones that have fueled its superb long-term record.

Sours: https://www.morningstar.com/funds/xnas/fbgrx/quote
Which Fidelity Mutual Funds Should I Invest in? 📈 (2019 Fidelity Mutual Funds with High Returns!)

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. Because of that size, it offers a big menu of cheap index mutual funds and exchange-traded funds for investors. When it comes to 401(k) plan participant satisfaction rankings in a J.D. Power study, Fidelity is among the top two positions for medium and small plan providers and in the top six for large-plan providers. 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. 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." It has an extremely low expense ratio of 0.015%, or $1.50 for every $10,000 invested annually. 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%. "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. "This is a consistent fund for the multi-cap

These are the best-performing Fidelity funds for retirement over the past decade.

Recent stock market volatility probably has your investments pretty shaken up. 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. 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. Meanwhile, the Fidelity Long-Term Treasury Bond Index Fund is up 21% year-to-date. 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. (Note: You may or may not have access to these in your company plan. If you don’t, all of them are available in individual retirement accounts.)

Fidelity OTC Portfolio (ticker: FOCPX)

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. OTC markets have more small- and medium-sized companies, which generally offer more growth opportunities. That explains the high returns of this fund, but it also means the fund comes with more risk. Add the lower transparency and regulation on OTC markets, and it’s easy to see why FOCPX gets a high-risk rating. 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. High-performing this one may be, but highly diversified it is not.

10-year average annual returns: 16.96%
Net expense ratio: 0.89%
Risk: high versus U.S. large growth category

Fidelity Blue Chip Growth Fund (FBGRX)

It’s not easy to find blue-chip companies with big growth potential; giants can only grow so much bigger, after all. But this is exactly what the managers of FBGRX aim to do. 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. From those criteria, management selects only the companies it feels offer above-average growth potential. 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). 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).

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)

If you favor index funds, the best-performing Fidelity fund for your retirement is FNCMX. The fund aims to track the performance of the Nasdaq, which includes more than 3,000 stocks. FNCMX holds 2,065 of them. 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%). FNCMX also carries a lot of its weight in its top 10 holdings (more than 33% of the portfolio), which include familiar names like Apple, Amazon and Microsoft Corp. (MSFT). So while FNCMX is another high performer, order this one with a side of diversification for a less volatile retirement. Also note that for an index fund, FNCMX is on the expensive side at 0.3%.

10-year average annual returns: 15.47%
Net expense ratio: 0.3%
Risk: above average versus U.S. large growth category

Fidelity 500 Index Fund (FXAIX)

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. 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. It has taken a beating, however, down almost 24% year-to-date, which could signal a buying opportunity. 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. Formerly FUSEX, the fund replicates the S&P 500, making it a nice option for index investors or those looking for large blend exposure.

10-year average annual returns: 12.64%
Net expense ratio: 0.015%
Risk: average versus U.S. large blend category

Fidelity Total Market Index Fund (FSKAX)

Fidelity’s Total Market Index Fund provides exposure to a broader swath of the U.S. stock market than S&P 500 funds like FXAIX. With more than 3,400 holdings, FSKAX reaches far beyond the S&P 500. No single company makes up more than 4% of the overall portfolio. For broad stock market exposure at index-fund pricing, FSKAX is definitely one of the best-performing Fidelity funds for retirement. That said, Fidelity’s recently debuted Zero Total Market Index Fund (FZROX) accomplishes the same thing with no expense ratio. It has also outperformed FSKAX since 2018, when the new zero-expense ratio funds were debuted. 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.

10-year average annual returns: 12.46%
Net expense ratio: 0.015%
Risk: average versus U.S. large blend category

Fidelity Growth Strategies Fund (FDEGX)

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. 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. 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. That said, they aren’t your usual suspects. Names like Global Payments (GPN), Fiserv (FISV) and KLA Corp (KLAC) don’t make the top 10 of many (if any) large-cap funds.

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)

Another popular fund in Fidelity 401(k) plans is the Fidelity Extended Market Index Fund. Benchmarked to the Dow Jones U.S. 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. 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. 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.

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)

If you want to add real estate to your retirement portfolio, the best-performing Fidelity real estate fund in the past decade is FRESX. The fund aims for capital growth with above-average income and a yield more than that of the S&P 500. 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. It invests primarily in the common stock of companies in the real estate industry or engaged in real estate investing, with the bulk being industrial and offices or residential. 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.

10-year average annual returns: 11.3%
Net expense ratio: 0.74%
Risk: average versus U.S. real estate category

Fidelity Balanced Fund (FBALX)

For a less-aggressive approach to retirement investing, consider the Fidelity Balanced Fund. FBALX invests about 40% of its portfolio in fixed-income securities like bonds. 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. Its fixed income is primarily investment-grade credit, U.S. Treasurys and mortgage pass-through securities. With this more conservative approach to investing comes more conservative returns, however. FBALX rounded out the past decade with a 9.56% average annual return. So FBALX is more of a best-performing Fidelity fund for semi-conservative retirement investors. That said, it’s a five-star fund from Morningstar and earned a score of 8.7 out of 10 from U.S. News & World Report.

10-year average annual returns: 9.56%
Net expense ratio: 0.53%
Risk: high versus U.S. allocation 50% to 70% equity category

Best Fidelity index funds to buy for retirement:

— Fidelity OTC Portfolio (ticker: FOCPX)

— Fidelity Blue Chip Growth Fund (FBGRX)

— Fidelity Nasdaq Composite Index Fund (FNCMX)

— Fidelity 500 Index Fund (FXAIX)

— Fidelity Total Market Index Fund (FSKAX)

— Fidelity Growth Strategies Fund (FDEGX)

— Fidelity Extended Market Index Fund (FSMAX)

— Fidelity Real Estate Investment Portfolio (FRESX)

— Fidelity Balanced Fund (FBALX)

More from U.S. News

8 Best Mutual Funds for Retirement

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 Buyoriginally appeared onusnews.com

Update 03/31/20: This article was published on a previous date and has been updated with new information.

More from WTOP

Sours: https://wtop.com/news/2020/03/8-best-fidelity-index-funds-to-buy/

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