Fidelity Limited Term Fund Fundamentals
| FSTFX Fund | USD 10.28 0.01 0.1% |
Fidelity Limited Term fundamentals help investors to digest information that contributes to Fidelity Limited's financial success or failures. It also enables traders to predict the movement of Fidelity Mutual Fund. The fundamental analysis module provides a way to measure Fidelity Limited's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fidelity Limited mutual fund.
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Fidelity Limited Term Mutual Fund One Year Return Analysis
Fidelity Limited's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fidelity Limited One Year Return | 1.75 % |
Most of Fidelity Limited's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fidelity Limited Term is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Fidelity Limited Term has an One Year Return of 1.7529%. This is 52.75% lower than that of the Fidelity Investments family and significantly higher than that of the Muni National Short category. The one year return for all United States funds is notably lower than that of the firm.
Fidelity Limited Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Limited's current stock value. Our valuation model uses many indicators to compare Fidelity Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Limited competition to find correlations between indicators driving Fidelity Limited's intrinsic value. More Info.Fidelity Limited Term is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 37.74 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Fidelity Limited by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Fidelity Limited's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Limited's earnings, one of the primary drivers of an investment's value.Fidelity One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidelity Limited's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Fidelity Limited could also be used in its relative valuation, which is a method of valuing Fidelity Limited by comparing valuation metrics of similar companies.Fidelity Limited is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Fidelity Limited
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Fidelity Limited's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Fidelity Fundamentals
| Total Asset | 1.94 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 0.13 % | ||||
| One Year Return | 1.75 % | ||||
| Three Year Return | (0.25) % | ||||
| Five Year Return | 1.08 % | ||||
| Ten Year Return | 1.85 % | ||||
| Net Asset | 2.78 B | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 3.14 % | ||||
| Bond Positions Weight | 0.49 % |
About Fidelity Limited Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Limited Term's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Limited using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Limited Term based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests at least 80 percent of assets in investment-grade municipal securities whose interest is exempt from federal income tax. It normally maintains a dollar-weighted average maturity between two and five years. The fund invests more than 25 percent of total assets in municipal securities that finance similar types of projects.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Fidelity Limited in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Fidelity Limited's short interest history, or implied volatility extrapolated from Fidelity Limited options trading.
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