Fidelity Balanced Allocation Fund Manager Performance Evaluation
| FRYBX Fund | USD 10.70 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.49, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Balanced Allocation are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Fidelity Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Fidelity Balanced Relative Risk vs. Return Landscape
If you would invest 1,034 in Fidelity Balanced Allocation on March 10, 2025 and sell it today you would earn a total of 36.00 from holding Fidelity Balanced Allocation or generate 3.48% return on investment over 90 days. Fidelity Balanced Allocation is currently producing 0.0571% returns and takes up 0.864% volatility of returns over 90 trading days. Put another way, 7% 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 Balanced Current Valuation
Fairly Valued
Today
Please note that Fidelity Balanced's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Fidelity Balanced shows a prevailing Real Value of $10.58 per share. The current price of the fund is $10.7. Our model computes the value of Fidelity Balanced from reviewing the entity technical indicators and probability of bankruptcy. In general, investors advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fidelity Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Balanced's 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 10.7 | Real 10.58 | Hype 10.7 | Naive 10.88 |
The intrinsic value of Fidelity Balanced's 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 Balanced's 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 Balanced Allocation 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 Balanced more accurately as focusing exclusively on Fidelity Balanced's fundamentals will not take into account other important factors: Fidelity Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Balanced Allocation, and traders can use it to determine the average amount a Fidelity Balanced's 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 = 0.0661
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| Cash | FRYBX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Fidelity Balanced is performing at about 5% 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 Balanced by adding it to a well-diversified portfolio.
Fidelity Balanced Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Balanced, and Fidelity Balanced 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.
About Fidelity Balanced Performance
Evaluating Fidelity Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fidelity Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in a combination of two Fidelity equity index funds and two Fidelity investment-grade bond index funds. Allocating assets among underlying Fidelity index funds according to an asset allocation of approximately Fidelity Total Market Index Fund 35 Fidelity Total International Index Fund 15 Fidelity U.S. Bond Index Fund 40 Fidelity Short-Term Bond Index Fund 10. -null-.Things to note about Fidelity Balanced performance evaluation
Checking the ongoing alerts about Fidelity Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Balanced 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 all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Fidelity Balanced's 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 Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Balanced's 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 Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Balanced's mutual fund. These opinions can provide insight into Fidelity Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Balanced 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 Balanced security.
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