Fidelity Series Mutual Fund Money Managers
FNKLX Fund | USD 15.23 0.16 1.04% |
Break down of Fidelity Series' management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Fidelity Series' future under-performance.
Sean Gavin Executive Fund Manager |
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Fidelity |
Fidelity Series Net Asset Comparison
Fidelity Series Equity Income is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 618.79 Billion. Fidelity Series claims roughly 9.59 Billion in net asset contributing just under 2% to funds under Large Value category.
Fidelity Series Equity Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Fidelity Series Equity Price Series Summation is a cross summation of Fidelity Series price series and its benchmark/peer.
Fidelity Series Stakeholder
Sean Gavin | Fund Manager | Profile |
About Fidelity Series Management Performance
The success or failure of an entity such as Fidelity Series Equity often depends on how effective the management is. Fidelity Series management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Fidelity management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Fidelity management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests primarily in common stocks. It invests in securities of companies that Fidelity Management Research Company believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments.
Please note that past performance is not an indicator of the future performance of Fidelity Series, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fidelity Series Equity Annual Yield
In accordance with the recently published financial statements, Fidelity Series Equity Income has an Annual Yield of 0.0217%. This is 87.24% lower than that of the Fidelity Investments family and significantly higher than that of the Large Value category. The annual yield for all United States funds is 92.52% higher than that of the company.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Series Equity Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.