Macroaxis: Personalized Investing
Simple Personalized Investing

S&P 500   1,667   17.00  Index Moved Up 1.03%
VTSAX VTSSX VITSX VTSMX Rentals Insurance Money Funds Emerging Markets 
United States  USA  |  Investing Opportunities


Processing
Collecting data for FALAX

Fidelity quote and profile

 
 Companies |  Insiders  | Dashboard  
     
24.8
  
FUND
0.28  Macroaxis: 1.14 Up   1.14%  
May 19 2013 

Diversification Suggestion

Use Fidelity to enhance returns of your portfolios. The fund experiences large bullish trend
Analyze Fidelity Advisor Large Trend or Check current 30 days Fidelity correlation with market (S&P 500)
1 Month Beta 1.05  
Highest Price:  
Lowest Price:  
24.8  
22.68  
May 17 2013 
April 19 2013 
Fidelity returns are very sensitive to returns on the market. As market goes up or down, Fidelity is expected to follow.
Fidelity Advisor Large Cap A llmost one BetaFidelity Advisor Large Beta Legend
FALAX United States NASDAQ
Fidelity Advisor Large Cap A
Fidelity Investments
Large Blend
Contact Number: 877. 208. 0098
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset981.66 M
Last Dividend Paid0.02
 thisGreen FALAX FALAX agains markets  1.14 % Macroaxis: change 1.14 Moved Up  
 
 United States Russel   1.11 % Macroaxis: change 1.11 Moved Up  
 
 United States SP 500   1.03 % Macroaxis: change 1.03 Moved Up  
 
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States NYSE   0.92 % Macroaxis: 0.92 Moved Up  
 
Compare to Competition Get Alpha   Get Advice
    
Matthew Fruhan  Money Manager
Fund Manager since October 30, 2005
Fruhan is a portfolio manager with Fidelity Investments. He joined the firm in 1995 as an equity research associate following the specialty retail, automotive supply and transportation industries....
    

Fidelity Price and Market Media

The median price of Fidelity for the period between Fri, Apr 19, 2013 and Sun, May 19, 2013 is 23.77 with a coefficient of variation of 2.6. The daily time series for the period is distributed with a sample standard deviation of 0.62, arithmetic mean of 23.75, and mean deviation of 0.53. The Fund did not receive any noticable media coverage during the period.
Fidelity         Market
Price Growth (%)
 

Fidelity Summary

Fidelity Advisor Large Cap A [FALAX] is traded in USA and was established in September 2, 1996. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 981.66 M in assets under management (AUM) with minimum initial investment of 2.5 K. Fidelity Advisor Large Cap A is currently producing year-to-date (YTD) return of 6.68% with the current yeild of 0.74%, while the total return for the last 3 years was 23.59%.

Fund Instrument Allocation for Fidelity

The fund invests 99.03% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.04%), cash(0.73%) and various exotic instruments.
Past Market
Over 30
Days
39
Out Of
100
 
Chance of
Less
Than
%
 
Follow Fidelity with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add Fidelity to your reader
 

Fidelity Research Report

Fidelity vs. Vanguard

Correlation analysis and fundamentals comparison between Fidelity Advisor Large and Vanguard Total Stock

Fidelity Asset Under Management

Fidelity Advisor Large Cap A is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 1.63 Trillion. Fidelity adds roughly 981.66 Million in net asset claiming only tiny portion of funds under Large Blend category.

Fidelity Fundamentals

Cash Position Weight vs One Year Return
Five Year Return vs Annual Yield
Cash Position Weight vs Equity Positions Weight
Bond Positions Weight vs Annual Yield

Fidelity vs Competition

Fidelity vs. Vanguard Total Stock Mkt Idx Adm
Fidelity vs. Vanguard Total Stock Mkt Idx Signal
Fidelity vs. Vanguard Total Stock Market Idx I
Fidelity vs. Vanguard Total Stock Mkt Idx Inv
Fidelity vs. Vanguard Institutional Index Instl Pl
Fidelity vs. Vanguard Institutional Index I
Fidelity vs. Vanguard 500 Index Admiral
Fidelity vs. Vanguard 500 Index Inv
Fidelity vs. Vanguard 500 Index Signal
Fidelity vs. American Funds Invmt Co of Amer 529C

Fidelity May 19 2013 Opportunity Range

Downside Deviation0.9084
Information Ratio0.1597
Maximum Drawdown2.42
Value At Risk(0.41)
Potential Upside1.19

 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
  
 
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium