Fidelity Series Stock Fund Manager Performance Evaluation
| FBLEX Fund | USD 13.48 0.10 0.75% |
The fund shows a Beta (market volatility) of 0.0734, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Series' returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Series is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Series Stock are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Fidelity Series is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Goodwin advises FLEX Capital on the acquisition financing of Omikron News Events Goodwin - Goodwin Procter | 03/20/2024 |
| Expense Ratio Date | 1st of April 2023 | |
| Expense Ratio | 0.0100 |
Fidelity |
Fidelity Series Relative Risk vs. Return Landscape
If you would invest 1,282 in Fidelity Series Stock on February 3, 2024 and sell it today you would earn a total of 66.00 from holding Fidelity Series Stock or generate 5.15% return on investment over 90 days. Fidelity Series Stock is currently producing 0.0839% returns and takes up 0.7739% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Fidelity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Series Current Valuation
Fairly Valued
Today
Please note that Fidelity Series' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Series Stock shows a prevailing Real Value of $13.47 per share. The current price of the fund is $13.48. We determine the value of Fidelity Series Stock from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for Fidelity Series Stock is useful when determining the fair value of the Fidelity mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Fidelity Series. Since Fidelity Series is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Series' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.48 | Real 13.47 | Hype 13.49 |
The real value of Fidelity Mutual Fund, also known as its intrinsic value, is the underlying worth of Fidelity Series Stock Mutual Fund, which is reflected in its stock price. It is based on Fidelity Series' financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Fidelity Series' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Fidelity Series' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Fidelity Series Stock helps investors to forecast how Fidelity mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fidelity Series more accurately as focusing exclusively on Fidelity Series' fundamentals will not take into account other important factors: Fidelity Series Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Series' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Series Stock, and traders can use it to determine the average amount a Fidelity Series' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1085
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| Cash | FBLEX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Fidelity Series is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fidelity Series by adding it to a well-diversified portfolio.
Fidelity Series Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Series, and Fidelity Series fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fidelity Mutual Fund performance.
| Price To Earning | 16.42 X | ||||
| Price To Book | 1.67 X | ||||
| Price To Sales | 1.40 X | ||||
About Fidelity Series Performance
To evaluate Fidelity Series Stock Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Fidelity Series generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Fidelity Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Fidelity Series Stock market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Fidelity's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund normally invests at least 80 percent of assets in stocks of companies with large market capitalizations . 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 .Things to note about Fidelity Series Stock performance evaluation
Checking the ongoing alerts about Fidelity Series for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Series Stock help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.8% of its assets under management (AUM) in equities |
- Analyzing Fidelity Series' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fidelity Series' stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Series' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fidelity Series' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Series' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Series' mutual fund. These opinions can provide insight into Fidelity Series' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Series Stock. 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 income. Note that the Fidelity Series Stock information on this page should be used as a complementary analysis to other Fidelity Series' 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.