Insurance Portfolio Insurance Fund Quote

FSPCX Fund  USD 79.97  0.92  1.14%   

Performance

6 of 100

 
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Odds Of Distress

Less than 21

 
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Insurance Portfolio is trading at 79.97 as of the 17th of April 2024; that is -1.14 percent decrease since the beginning of the trading day. The fund's open price was 80.89. Insurance Portfolio has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Insurance Portfolio Insurance are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 18th of March 2024 and ending today, the 17th of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities of companies principally engaged in underwriting, reinsuring, selling, distributing, or placing of property and casualty, life, or health insurance. Fidelity Select is traded on NASDAQ Exchange in the United States.. More on Insurance Portfolio Insurance

Moving together with Insurance Mutual Fund

  0.96VFAIX Vanguard Financials IndexPairCorr
  0.95PRISX T Rowe PricePairCorr
  0.94RPFGX Davis FinancialPairCorr
  0.77ASG Liberty All StarPairCorr
  0.68CII Blackrock EnhancedPairCorr
  0.68IFN India ClosedPairCorr

Insurance Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Insurance Portfolio's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Insurance Portfolio or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationFinancial, Fidelity Investments, Large Value, Financial (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date29th of April 2023
Fiscal Year EndFebruary
Insurance Portfolio Insurance [FSPCX] is traded in USA and was established 17th of April 2024. The fund is listed under Financial category and is part of Fidelity Investments family. This fund currently has accumulated 364.62 M in assets under management (AUM) with no minimum investment requirementsInsurance Portfolio is currently producing year-to-date (YTD) return of 9.58% with the current yeild of 0.01%, while the total return for the last 3 years was 15.02%.
Check Insurance Portfolio Probability Of Bankruptcy

Instrument Allocation

Top Insurance Portfolio Insurance Mutual Fund Constituents

AIGAmerican International GroupStockFinancials
AJGArthur J GallagherStockFinancials
ALLThe AllstateStockFinancials
AONAon PLCStockFinancials
BROBrown BrownStockFinancials
CBChubbStockFinancials
HIGHartford Financial ServicesStockFinancials
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Insurance Portfolio Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Insurance Portfolio market risk premium is the additional return an investor will receive from holding Insurance Portfolio long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Insurance Portfolio. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Insurance Portfolio's alpha and beta are two of the key measurements used to evaluate Insurance Portfolio's performance over the market, the standard measures of volatility play an important role as well.

Insurance Portfolio Against Markets

Picking the right benchmark for Insurance Portfolio mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Insurance Portfolio mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Insurance Portfolio is critical whether you are bullish or bearish towards Insurance Portfolio Insurance at a given time. Please also check how Insurance Portfolio's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Insurance Portfolio without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Volatility Analysis

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How to buy Insurance Mutual Fund?

Before investing in Insurance Portfolio, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Insurance Portfolio. To buy Insurance Portfolio fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Insurance Portfolio. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Insurance Portfolio fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Insurance Portfolio Insurance fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Insurance Portfolio Insurance fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Insurance Portfolio Insurance, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Insurance Portfolio Insurance?

The danger of trading Insurance Portfolio Insurance is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Insurance Portfolio is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Insurance Portfolio. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Insurance Portfolio is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Insurance Portfolio Insurance. 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 main economic indicators.
Note that the Insurance Portfolio information on this page should be used as a complementary analysis to other Insurance Portfolio'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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Please note, there is a significant difference between Insurance Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Insurance Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Insurance Portfolio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.