Growth Allocation Mutual Fund Money Managers
FRGAX Fund | USD 11.80 0.05 0.43% |
Break down of Growth Allocation's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Growth Allocation's future under-performance.
Growth |
Symbol | FRGAX |
Name | Growth Allocation Index |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Growth Allocation Index Leadership is currently not available.
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Growth Allocation Net Asset Comparison
Growth Allocation Index is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--70% to 85% Equity category is currently estimated at about 5.34 Billion. Growth Allocation adds roughly 723,344 in net asset claiming only tiny portion of funds in Allocation--70% to 85% Equity category.
Growth Allocation Index Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Growth Allocation Index Price Series Summation is a cross summation of Growth Allocation price series and its benchmark/peer.
About Growth Allocation Management Performance
The success or failure of an entity such as Growth Allocation Index often depends on how effective the management is. Growth Allocation management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Growth management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Growth management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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 49 Fidelity Total International Index Fund 21 Fidelity U.S. Bond Index Fund 25 Fidelity Short-Term Bond Index Fund 5.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Growth Allocation Index Annual Yield
In accordance with the recently published financial statements, Growth Allocation Index has an Annual Yield of 0.0194%. This is 88.59% lower than that of the Fidelity Investments family and significantly higher than that of the Allocation--70% to 85% Equity category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Other Information on Investing in Growth Mutual Fund
Growth Allocation financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Allocation security.
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