Fidelity 500 Index Fund Filter Stocks by Fundamentals
| FXAIX Fund | USD 201.83 1.35 0.66% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Fidelity 500's long-term financial health and intrinsic value.
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Fund Asset Allocation for Fidelity 500
The fund invests 99.33% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.67%) .Asset allocation divides Fidelity 500'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
| Price To Earning | 19.37 X | ||||
| Price To Book | 2.71 X | ||||
| Price To Sales | 1.89 X | ||||
| Total Asset | 427.23 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 1.81 % | ||||
| One Year Return | 13.98 % | ||||
| Three Year Return | 15.89 % | ||||
| Five Year Return | 17.55 % | ||||
| Ten Year Return | 13.14 % | ||||
| Net Asset | 534.04 B | ||||
| Last Dividend Paid | 0.5 | ||||
| Cash Position Weight | 0.67 % | ||||
| Equity Positions Weight | 99.33 % |
About Fidelity 500 Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity 500 Index's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity 500 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity 500 Index 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Fidelity Mutual Fund
Fidelity 500 financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity 500 security.
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