Fidelity 500 Financials
| FXAIX Fund | USD 208.63 0.20 0.1% |
Fidelity |
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.
Fidelity 500 Fund Summary
Fidelity 500 competes with Fidelity Total, Fidelity Extended, Fidelity Zero, Fidelity Small, and Fidelity Nasdaq. The fund normally invests at least 80 percent of assets in common stocks included in the SP 500 Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3159117502 |
| Business Address | Fidelity Concord Street |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 202 551 8090 |
| Currency | USD - US Dollar |
Fidelity 500 Key Financial Ratios
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity 500's current stock value. Our valuation model uses many indicators to compare Fidelity 500 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity 500 competition to find correlations between indicators driving Fidelity 500's intrinsic value. More Info.Fidelity 500 Index is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fidelity 500 Index is roughly 7.15 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity 500's earnings, one of the primary drivers of an investment's value.Fidelity 500 Index Systematic Risk
Fidelity 500's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity 500 volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Fidelity 500 Index correlated with the market. If Beta is less than 0 Fidelity 500 generally moves in the opposite direction as compared to the market. If Fidelity 500 Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity 500 Index is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity 500 is generally in the same direction as the market. If Beta > 1 Fidelity 500 moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity 500 November 13, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity 500 help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity 500 Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity 500 Index based on widely used predictive technical indicators. In general, we focus on analyzing Fidelity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fidelity 500's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.812 | |||
| Information Ratio | 0.019 | |||
| Maximum Drawdown | 3.79 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 1.65 |
Other Information on Investing in Fidelity Mutual Fund
Fidelity 500 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 500 security.
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