Fidelity Dividend Growth Fund Quote
| FDGKX Fund | USD 36.02 0.12 0.33% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Fidelity Dividend is trading at 36.02 as of the 19th of April 2024; that is -0.33 percent decrease since the beginning of the trading day. The fund's open price was 36.14. Fidelity Dividend has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Fidelity Dividend Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund invests at least 80 percent of assets in equity securities. It invests primarily in common stocks. The fund invests primarily in companies that currently pay or have a historical record of paying dividends. It invests in domestic and foreign issuers. More on Fidelity Dividend Growth
Moving together with Fidelity Mutual Fund
| 0.91 | FPTKX | Fidelity Freedom 2015 | PairCorr |
| 0.97 | FPURX | Fidelity Puritan | PairCorr |
| 0.97 | FPUKX | Fidelity Puritan | PairCorr |
| 0.9 | FQIFX | Fidelity Freedom Index | PairCorr |
| 0.95 | FQIPX | Fidelity Freedom Index | PairCorr |
| 0.74 | FQITX | Fidelity Salem Street | PairCorr |
Fidelity 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. Fidelity Dividend's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity Dividend or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Large Blend, Fidelity Investments, Large Blend, Large Value (View all Sectors) |
| Update Date | 31st of March 2024 |
Fidelity Dividend Growth [FDGKX] is traded in USA and was established 19th of April 2024. Fidelity Dividend is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 7.22 B in assets under management (AUM) with no minimum investment requirementsFidelity Dividend Growth is currently producing year-to-date (YTD) return of 11.9% with the current yeild of 0.01%, while the total return for the last 3 years was 9.88%.
Check Fidelity Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Dividend Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Dividend Growth Mutual Fund Constituents
| CI | Cigna Corp | Stock | Health Care |
| C | Citigroup | Stock | Financials |
| DIS | Walt Disney | Stock | Communication Services |
| UNP | Union Pacific | Stock | Industrials |
| AVGO | Broadcom | Stock | Information Technology |
| AMGN | Amgen Inc | Stock | Health Care |
| MO | Altria Group | Stock | Consumer Staples |
Fidelity Dividend Target Price Odds Analysis
Based on a normal probability distribution, the odds of Fidelity Dividend jumping above the current price in 90 days from now is about 34.8%. The Fidelity Dividend Growth probability density function shows the probability of Fidelity Dividend mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.053. This usually indicates Fidelity Dividend Growth market returns are sensitive to returns on the market. As the market goes up or down, Fidelity Dividend is expected to follow. Additionally, fidelity Dividend Growth has an alpha of 0.0774, implying that it can generate a 0.0774 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Fidelity Dividend to move above the current price in 90 days from now is about 34.8 (This Fidelity Dividend Growth probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .
Fidelity Dividend Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fidelity Dividend market risk premium is the additional return an investor will receive from holding Fidelity Dividend 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 Fidelity Dividend. 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 Fidelity Dividend's alpha and beta are two of the key measurements used to evaluate Fidelity Dividend's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6086 | |||
| Semi Deviation | 0.5173 | |||
| Standard Deviation | 0.7771 | |||
| Variance | 0.6039 |
Fidelity Dividend Against Markets
Picking the right benchmark for Fidelity Dividend 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 Fidelity Dividend 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 Fidelity Dividend is critical whether you are bullish or bearish towards Fidelity Dividend Growth at a given time. Please also check how Fidelity Dividend'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 Fidelity Dividend 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.Did you try this?
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How to buy Fidelity Mutual Fund?
Before investing in Fidelity Dividend, 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 Fidelity Dividend. To buy Fidelity Dividend fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Fidelity Dividend. 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 Fidelity Dividend fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Fidelity Dividend Growth 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 Fidelity Dividend Growth 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 Fidelity Dividend Growth, 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 Fidelity Dividend Growth?
The danger of trading Fidelity Dividend Growth 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 Fidelity Dividend 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 Fidelity Dividend. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fidelity Dividend Growth 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 Fidelity Dividend Growth. 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 industry. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.