Fidelity Blue Chip Growth (FBCG) 定投收益计算器
测算 Fidelity Blue Chip Growth (FBCG) 的真实历史定投回报与复利增值。基于官方公开历史净值，回测不同定投金额、持有期限及每年递增投资效果。
基金类别
Large Growth (US)
资产规模 (AUM)
$7.31 Billion
管理费率 (Expense Ratio)
0.57%
基金经理
Sonu Kalra (Fidelity Investments)
Fidelity Blue Chip Growth (FBCG) 历史定投表现及收益矩阵表
基于实际历史复合年化回报率（CAGR）测算的不同月定投金额持有收益。
| 每月定投金额 | 3 年期 @ 29.9% CAGR | 5 年期 @ 14.3% CAGR | 10 年期 @ 2020.0% CAGR |
|---|---|---|---|
| $100/月 | $5,858 累计投入: $3,600 | $8,796 累计投入: $6,000 | $440,006,994,298,294,900,000,000,000,000,000,000,000,000,000,000,000,000 累计投入: $12,000 |
| $250/月 | $14,646 累计投入: $9,000 | $21,990 累计投入: $15,000 | $1,100,017,485,745,737,300,000,000,000,000,000,000,000,000,000,000,000,000 累计投入: $30,000 |
| $500/月 | $29,291 累计投入: $18,000 | $43,980 累计投入: $30,000 | $2,200,034,971,491,474,700,000,000,000,000,000,000,000,000,000,000,000,000 累计投入: $60,000 |
| $1,000/月 | $58,583 累计投入: $36,000 | $87,961 累计投入: $60,000 | $4,400,069,942,982,949,000,000,000,000,000,000,000,000,000,000,000,000,000 累计投入: $120,000 |
| $2,500/月 | $146,457 累计投入: $90,000 | $219,902 累计投入: $150,000 | $11,000,174,857,457,373,000,000,000,000,000,000,000,000,000,000,000,000,000 累计投入: $300,000 |
* 测算基于实际基金历史年化收益率。基金投资不同于银行存款，实际投资回报随二级市场净值实时波动。
关于 Fidelity Blue Chip Growth ETF
Fidelity Blue Chip Growth ETF (FBCG) is the actively managed ETF version of Fidelity's legendary Blue Chip Growth strategy, managing over $7.3 Billion in assets. Led by superstar manager Sonu Kalra, FBCG takes high-conviction positions in industry-leading growth giants poised for exponential market-share gains.
投资策略与运作方式
Active High-Conviction Growth Strategy — Employs bottom-up fundamental stock selection to invest in well-established 'blue chip' growth companies with visionary leadership, expanding total addressable markets (TAM), and secular growth drivers across AI, semiconductors, software, and healthcare.
核心亮点与产品特征
- Managed by renowned Fidelity growth manager Sonu Kalra
- Over $7.3 Billion in ETF assets under management
- High-conviction active portfolio with concentrated top holdings
- Competitive 0.57% active ETF expense ratio
历史年化收益表现 (CAGR)
近3年年化
29.85%
近5年年化
14.31%
近10年年化
N/A (Inception 2020)
业绩基准
Russell 1000 Growth Index
Historical annualized returns as of August 2026. Active growth investing carries market risks.
前五大核心持仓与行业分布
根据最新公开披露，Fidelity Blue Chip Growth (FBCG) 的核心持仓与资产配置如下：
前五大重仓资产
- NVIDIA Corp. (NVDA)
- Microsoft Corp. (MSFT)
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Eli Lilly and Co. (LLY)
行业板块分布
Information Technology 46.8%, Communication Services 17.5%, Consumer Discretionary 15.2%, Healthcare 11.4%, Financials 5.2%, Others 3.9%
风险特征与最大回撤
Standard deviation is ~19.8% reflecting aggressive large-growth active momentum.
Experienced -38% drawdown during the 2022 growth selloff before rebounding with market-leading returns.
交易规则与税费说明
ETF structure shields investors from taxable capital gain distributions.
哪些投资者不适合投资 Fidelity Blue Chip Growth (FBCG)？
Conservative income investors or those unwilling to stomach high-growth market volatility.
基金经理简介
Managed by Sonu Kalra, one of Fidelity's most decorated large-cap growth managers.
适合哪些投资者？
Ideal for aggressive growth investors seeking active manager alpha, high-conviction mega-cap weighting, and active stock selection to beat passive tech and growth indexes.
同类别及相关推荐基金
同类别备选基金
- Invesco QQQ Trust (QQQ)
- American Funds Growth Fund of America (AGTHX)
- Vanguard Growth ETF (VUG)
您也可以通过我们的 智能定投主计算器 对比多只基金，在相同定投金额与周期下直观比对历史表现。
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常见问题解答 (FAQ) — Fidelity Blue Chip Growth (FBCG)
Fidelity Blue Chip Growth (FBCG) 的历史定投回报表现如何？
根据交易所公开历史数据，Fidelity Blue Chip Growth (FBCG) 近3年年化回报率为 29.85%，近5年年化为 14.31%，近10年年化为 N/A (Inception 2020)。 Historical annualized returns as of August 2026. Active growth investing carries market risks.
基金定投（SIP）的回报是如何计算的？
定投回报采用扩展内部收益率（XIRR）或基于真实历史月度净值的复利回测计算。在每月设定的扣款日，定投金额会按当天公布的基金份额净值（NAV）申购份额。在市场回调时自动购入更多份额、市场上涨时购入更少份额，通过时间平摊持仓成本并实现复利。
每月定投 $500，5年后大约能积累多少资产？
按年化复合回报率 14.31% 测算，每月定投 $500（5年累计投入本金 $30,000），5年后预期期末总资产约为 $43,980，预期资产增值收益约为 $13,980。您可以使用上方计算器输入自定义金额与年份测试。
Fidelity Blue Chip Growth (FBCG) 的前几大重仓资产包含哪些？
Fidelity Blue Chip Growth (FBCG) 的核心重仓包括 NVIDIA Corp. (NVDA)、Microsoft Corp. (MSFT)、Apple Inc. (AAPL) 等知名标的。行业配置侧重于 Information Technology 46.8%, Communication Services 17.5%, Consumer Discretionary 15.2%, Healthcare 11.4%, Financials 5.2%, Others 3.9%。
Fidelity Blue Chip Growth (FBCG) 的投资风险等级如何？
Standard deviation is ~19.8% reflecting aggressive large-growth active momentum. 本基金可能不适合 Conservative income investors or those unwilling to stomach high-growth market volatility.
投资该基金有哪些税费或交易成本？
ETF structure shields investors from taxable capital gain distributions.
数据更新时间: 2026年9月 | 历史净值来自官方公开交易所行情
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