Fidelity Flex Small Fund Manager Performance Evaluation
| FLXSX Fund | USD 16.10 0.08 0.49% |
The fund shows a Beta (market volatility) of 1.09, which means a somewhat significant risk relative to the market. Fidelity Flex returns are very sensitive to returns on the market. As the market goes up or down, Fidelity Flex is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Flex Small are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Fidelity Flex showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 29th of June 2023 |
Fidelity |
Fidelity Flex Relative Risk vs. Return Landscape
If you would invest 1,381 in Fidelity Flex Small on April 23, 2025 and sell it today you would earn a total of 229.00 from holding Fidelity Flex Small or generate 16.58% return on investment over 90 days. Fidelity Flex Small is currently producing 0.2541% returns and takes up 1.1361% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Fidelity, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Flex Current Valuation
Overvalued
Today
Please note that Fidelity Flex's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fidelity Flex Small shows a prevailing Real Value of $14.63 per share. The current price of the fund is $16.1. We determine the value of Fidelity Flex Small from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fidelity Flex is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Flex's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.1 | Real 14.63 | Hype 16.1 | Naive 15.86 |
The intrinsic value of Fidelity Flex's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Fidelity Flex's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Fidelity Flex Small helps investors to forecast how Fidelity mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fidelity Flex more accurately as focusing exclusively on Fidelity Flex's fundamentals will not take into account other important factors: Fidelity Flex Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Flex's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Flex Small, and traders can use it to determine the average amount a Fidelity Flex's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2237
| Best Portfolio | Best Equity | |||
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| Small Returns | FLXSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.25 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Fidelity Flex is performing at about 17% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fidelity Flex by adding it to a well-diversified portfolio.
Fidelity Flex Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Flex, and Fidelity Flex fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fidelity Mutual Fund performance.
About Fidelity Flex Performance
Evaluating Fidelity Flex's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Flex has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fidelity Flex has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its assets in securities included in the Russell 2000 Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap segment of the U.S. equity market.Things to note about Fidelity Flex Small performance evaluation
Checking the ongoing alerts about Fidelity Flex for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Flex Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.24% of its assets under management (AUM) in equities |
- Analyzing Fidelity Flex's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fidelity Flex's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Flex's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fidelity Flex's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Flex's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Flex's mutual fund. These opinions can provide insight into Fidelity Flex's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Flex 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 Flex security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |