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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. Another popular fund in Fidelity 401(k) plans is the Fidelity Extended Market Index Fund. 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. Below is the comparison between FBGRX and FOCPX. FBALX rounded out the past decade with a 9.56% average annual return. FBGRX has a lower expense ratio than FOCPX (0.79% vs 0.87%). It has an extremely low expense ratio of 0.015%, or $1.50 for every $10,000 invested annually. The results may surprise you. 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. See Fidelity® Blue Chip Growth Fund (FBGRX) mutual fund ratings from all the top fund analysts in one place. High-performing this one may be, but highly diversified it is not. That said, Fidelity’s recently debuted Zero Total Market Index Fund (FZROX) accomplishes the same thing with no expense ratio. FNCMX holds 2,065 of them. Below is the comparison between FDGRX and FOCPX. But this is exactly what the managers of FBGRX aim to do. Though FOCPX is high-performing, it's not highly diversified in comparison with other index funds. OTC markets have more small- and medium-sized companies, which generally offer more growth opportunities. 10-year average annual returns: 15.47%Net expense ratio: 0.3%Risk: above average versus U.S. large growth category. When it comes to 401(k) plan participant satisfaction rankings in a J.D. 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. 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. 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. View mutual fund news, mutual fund market and mutual fund interest rates. Power study, Fidelity is among the top two positions for medium and small plan providers and in the top six for large-plan providers. FDGRX has a lower expense ratio than FOCPX (0.83% vs 0.87%). Copyright © 2021 by WTOP. Add the lower transparency and regulation on OTC markets, and it’s easy to see why FOCPX gets a high-risk rating. ... As with FOCPX, it’s heavily weighted toward information technology — but ... 7 Things to Know About Index Funds vs. Mutual Funds. Formerly FUSEX, the fund replicates the S&P 500, making it a nice option for index investors or those looking for large blend exposure. 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. Benchmarked to the Dow Jones U.S. However, looking at FBGRX, the fund is also a large … 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: 15.66%Net expense ratio: 0.8%Risk: above average versus U.S. large growth category, Fidelity Nasdaq Composite Index Fund (FNCMX). Fidelity® Blue Chip Growth (FBGRX) 173.39 +0.54 ( +0.31% ) USD | Feb 3 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%). Its fixed income is primarily investment-grade credit, U.S. Treasurys and mortgage pass-through securities. 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. With this more conservative approach to investing comes more conservative returns, however. 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. Learn about FBGRX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. So FBALX is more of a best-performing Fidelity fund for semi-conservative retirement investors. Investors put $6. Both FBGRX and FOCPX are mutual funds. Recent stock market volatility probably has your investments pretty shaken up. FOCPX heeft een vijfsterrenrating van Morningstar en een totaalrendement op jaarbasis over een periode van vijf jaar van 11. It's also not cheap at a 0.89% expense ratio, which can eat into long-term returns. It has taken a beating, however, down almost 24% year-to-date, which could signal a buying opportunity. Fidelity Investments is a powerhouse in retirement planning. So while FNCMX is another high performer, order this one with a side of diversification for a less volatile retirement. Find investment opportunities by comparing FCNTX vs FBGRX. The top 10 holdings are the same, the performance is nearly identical (actually slightly better than FBGRX). There are 509 stocks in the index, though, because some companies have more than one “class” of stock. Learn about FOCPX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. FOCPX vs FBGRX. Learn more about FBGRX at MutualFunds.com That explains the high returns of this fund, but it also means the fund comes with more risk. With more than 3,400 holdings, FSKAX reaches far beyond the S&P 500. (Note: You may or may not have access to these in your company plan. FBGRX has a higher 5-year return than FOCPX (28.94% vs 28.02%). FBGRX. Who is DC making the vaccine accessible to? This 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. View the latest Fidelity OTC Portfolio (FOCPX) stock price, news, historical charts, analyst ratings and financial information from WSJ. FDGRX has a higher 5-year return than FOCPX (29.82% vs 26.68%). 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: 12.64%Net expense ratio: 0.015%Risk: average versus U.S. large blend category. Log in to your WTOP account for notifications and alerts customized for you. See Fidelity® Blue Chip Growth Fund performance, holdings, fees, risk … Below is the comparison between FBGRX and FOCPX. 97%. 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. 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. 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. Fidelity Mutual Fund distributions for tax planning (may not be accurate for tax reporting) Get the lastest Fund Profile for Fidelity OTC Pt from Zacks Investment Research From those criteria, management selects only the companies it feels offer above-average growth potential. FBGRX has a higher 5-year return than FOCPX (28.94% vs 28.02%). Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. Het fonds bezit 6. 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. See Fidelity® OTC Portfolio performance, holdings, fees, … 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. 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