Fidelity Intermediate Government Fund Fundamentals
FSTGX Fund | USD 9.65 0.01 0.10% |
Fidelity Intermediate Government fundamentals help investors to digest information that contributes to Fidelity Intermediate'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 Intermediate'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 Intermediate mutual fund.
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Fidelity Five Year Return Analysis
Fidelity Intermediate's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fidelity Intermediate Five Year Return | 0.23 % |
Most of Fidelity Intermediate's fundamental indicators, such as Five 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 Intermediate Government is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Fidelity Intermediate Five Year Return Component Assessment
According to the company disclosure, Fidelity Intermediate Government has a Five Year Return of 0.2252%. This is 92.98% lower than that of the Fidelity Investments family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.
Fidelity Intermediate Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Intermediate's current stock value. Our valuation model uses many indicators to compare Fidelity Intermediate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Intermediate competition to find correlations between indicators driving Fidelity Intermediate's intrinsic value. More Info.Fidelity Intermediate Government is one of the top funds in ten year return among similar funds. It is one of the top funds in cash position weight among similar funds creating about 2.69 of Cash Position Weight per Ten Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Fidelity Intermediate by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Fidelity Intermediate'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 Intermediate's earnings, one of the primary drivers of an investment's value.Fidelity Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidelity Intermediate's direct or indirect competition against its Ten 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 Intermediate could also be used in its relative valuation, which is a method of valuing Fidelity Intermediate by comparing valuation metrics of similar companies.Fidelity Intermediate is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Fidelity Intermediate
The fund consists of 93.27% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Fidelity Intermediate'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
Annual Yield | 0.01 % | |||
Year To Date Return | 0.29 % | |||
One Year Return | 0.97 % | |||
Three Year Return | (1.92) % | |||
Five Year Return | 0.23 % | |||
Ten Year Return | 2.50 % | |||
Net Asset | 319.27 M | |||
Last Dividend Paid | 0.01 | |||
Cash Position Weight | 6.73 % | |||
Bond Positions Weight | 93.27 % |
About Fidelity Intermediate Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Intermediate Government's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Intermediate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Intermediate Government 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 U.S. government securities and repurchase agreements for those securities. It invests in U.S. government securities issued by entities that are chartered or sponsored by Congress but whose securities are neither issued nor guaranteed by the U.S. Treasury. The advisor maintains a dollar-weighted average maturity between three and 10 years. It allocates assets across different market sectors and maturities. The fund invests in Fidelitys central funds.
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 Intermediate 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 Intermediate's short interest history, or implied volatility extrapolated from Fidelity Intermediate options trading.
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Try AI Portfolio ArchitectCheck out Fidelity Intermediate Piotroski F Score and Fidelity Intermediate Altman Z Score analysis. Note that the Fidelity Intermediate information on this page should be used as a complementary analysis to other Fidelity Intermediate's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Complementary Tools for Fidelity Mutual Fund analysis
When running Fidelity Intermediate's price analysis, check to measure Fidelity Intermediate's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fidelity Intermediate is operating at the current time. Most of Fidelity Intermediate's value examination focuses on studying past and present price action to predict the probability of Fidelity Intermediate's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fidelity Intermediate's price. Additionally, you may evaluate how the addition of Fidelity Intermediate to your portfolios can decrease your overall portfolio volatility.
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