Fidelity Sai Small Mid Fund Quote
| FZFLX Fund | USD 6.03 0.14 2.38% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Sai is trading at 6.03 as of the 3rd of May 2025; that is 2.38 percent increase since the beginning of the trading day. The fund's open price was 5.89. Fidelity Sai has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of February 2025 and ending today, the 3rd of May 2025. Click here to learn more.
Normally, the fund invests at least 80 percent of assets in securities included in the Russell SMID 500 Index. It lends securities to earn income for the fund. More on Fidelity Sai Small Mid
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Fidelity Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of September 2022 |
| Fiscal Year End | July |
Fidelity Sai Small Mid [FZFLX] is traded in USA and was established 3rd of May 2025. Fidelity Sai is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Fidelity Investments family. This fund currently has accumulated 1.51 B in assets under management (AUM) with no minimum investment requirementsFidelity Sai Small is currently producing year-to-date (YTD) return of 0.31% with the current yeild of 0.02%, while the total return for the last 3 years was 3.2%.
Check Fidelity Sai 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 Sai Small Mid 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 Sai Small Mid Mutual Fund Constituents
| IT | Gartner | Stock | Information Technology | |
| MTN | Vail Resorts | Stock | Consumer Discretionary | |
| DVN | Devon Energy | Stock | Energy | |
| STE | STERIS plc | Stock | Health Care | |
| ANET | Arista Networks | Stock | Information Technology | |
| RMD | ResMed Inc | Stock | Health Care | |
| AJG | Arthur J Gallagher | Stock | Financials | |
| ATO | Atmos Energy | Stock | Utilities |
Fidelity Sai Small Risk Profiles
| Mean Deviation | 1.36 | |||
| Standard Deviation | 2.11 | |||
| Variance | 4.46 | |||
| Risk Adjusted Performance | (0.13) |
Fidelity Sai Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Sai 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 Sai security.
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