The Fund Grade · free · no account needed

What grade does FBCVX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

C

Fundprints Fund Grade · as of 2026-10-01

Fidelity Blue Chip Value

#286 of 500 graded active funds · value · large segment peer group

The point · specialist footprint

FBCVX sits mid pack for specialist backing among graded funds.

Bottom 20%

Bottom 40%

● Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

The middle rungs sat between the extremes, and the pattern was monotonic: every step up in specialist backing came with better subsequent results. Not damning, not compelling. The fee decides whether it is worth it.

10,000+ funds tracked · the graded specialists among them drive every read

3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

FBCVX vs the Honor Roll · share card ↗

Conviction exposure

31.2%

of the book in specialist-converged names

Late-stage weight

18%

of the book in Crowded or Fading names

Active share

87%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction
AMZN 3.7%XOM 3.3%WFC 3.3%+12 locked
Consensus
TSM 2.3%WDC 2.2%USB 2.2%+36 locked
Emerging
FDX 1.3%GSK 0.9%CMCSA 0.7%+1 locked
Crowded
GOOGL 4.8%LOW 1.5%TRGP 1.1%+6 locked
Fading
NEE 1.4%PHM 1.2%RRX 1.1%+10 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

Fidelity Blue Chip Value earns a C grade, ranking 286 of 500, with specialist investors holding just 31.2% of the fund. The early positions in AMZN, XOM, and WFC offer some genuine upside, but GOOGL at 4.8% is crowded and NEE, PHM, and RRX all show specialists actively leaving.

→ Watch the combined fading weight in NEE, PHM, and RRX, totaling 3.7%, as specialist exits there signal weakening conviction.

→ Compare this C grade against the three higher graded funds in the same segment, including options within Fidelity's own family, before holding further.

Support leaving these positions

GOOGL 4.8% of the fund · Crowded

LOW 1.5% of the fund · Crowded

NEE 1.4% of the fund · Fading

PHM 1.2% of the fund · Fading

RRX 1.1% of the fund · Fading

Where it's genuinely early

AMZN 3.7% of the fund · Early Conviction

XOM 3.3% of the fund · Early Conviction

WFC 3.3% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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