Fidelity Vertible Securities Fund Quote

FCCVX Fund  USD 32.95  0.04  0.12%   

Performance

6 of 100

 
Low
 
High
Modest

Odds Of Distress

Less than 41

 
100  
 
Zero
Below Average
Fidelity Vertible is trading at 32.95 as of the 28th of March 2024; that is -0.12 percent decrease since the beginning of the trading day. The fund's open price was 32.99. Fidelity Vertible has about a 41 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Fidelity Vertible Securities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2023 and ending today, the 28th of March 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in convertible securities, which are often lower-quality debt securities and perform more like a stock when the underlying share price is high and more like a bond when the underlying share price is low. More on Fidelity Vertible Securities

Moving together with Fidelity Mutual Fund

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Fidelity Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Fidelity Vertible's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity Vertible or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationFidelity Investments Funds, Large Funds, Convertibles Funds, Convertibles, Fidelity Investments (View all Sectors)
Update Date31st of March 2024
Fidelity Vertible Securities [FCCVX] is traded in USA and was established 28th of March 2024. Fidelity Vertible is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Fidelity Investments family. This fund currently has accumulated 1.43 B in assets under management (AUM) with no minimum investment requirementsFidelity Vertible is currently producing year-to-date (YTD) return of 1.81% with the current yeild of 0.01%, while the total return for the last 3 years was -0.92%.
Check Fidelity Vertible 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 Vertible Securities 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 Vertible Securities Mutual Fund Constituents

ANTXAN2 TherapeuticsStockHealth Care
DHTDHT HoldingsStockEnergy
EURNEuronav NVStockEnergy
FROFrontlineStockEnergy
NEMNewmont Goldcorp CorpStockMaterials
PCGUPGE CorpStockUtilities
AAPLApple IncStockInformation Technology
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Fidelity Vertible Target Price Odds Analysis

Based on a normal probability distribution, the odds of Fidelity Vertible jumping above the current price in 90 days from now is near 1%. The Fidelity Vertible Securities probability density function shows the probability of Fidelity Vertible mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Fidelity Vertible Securities has a beta of -0.2607. This usually indicates as returns on benchmark increase, returns on holding Fidelity Vertible are expected to decrease at a much lower rate. During the bear market, however, Fidelity Vertible Securities is likely to outperform the market. Additionally, fidelity Vertible Securities has an alpha of 0.0586, implying that it can generate a 0.0586 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 32.95HorizonTargetOdds Above 32.95
99.85%90 days
 32.95 
0.13%
Based on a normal probability distribution, the odds of Fidelity Vertible to move above the current price in 90 days from now is near 1 (This Fidelity Vertible Securities probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .

Fidelity Vertible Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fidelity Vertible market risk premium is the additional return an investor will receive from holding Fidelity Vertible long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Fidelity Vertible. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Fidelity Vertible's alpha and beta are two of the key measurements used to evaluate Fidelity Vertible's performance over the market, the standard measures of volatility play an important role as well.

Fidelity Vertible Against Markets

Picking the right benchmark for Fidelity Vertible mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Fidelity Vertible mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Fidelity Vertible is critical whether you are bullish or bearish towards Fidelity Vertible Securities at a given time. Please also check how Fidelity Vertible's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Fidelity Vertible without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Fidelity Mutual Fund?

Before investing in Fidelity Vertible, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Fidelity Vertible. To buy Fidelity Vertible fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Fidelity Vertible. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Fidelity Vertible fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Fidelity Vertible Securities fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Fidelity Vertible Securities fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Fidelity Vertible Securities, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Fidelity Vertible Securities?

The danger of trading Fidelity Vertible Securities is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Fidelity Vertible is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Fidelity Vertible. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fidelity Vertible is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Vertible Securities. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real.
You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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Please note, there is a significant difference between Fidelity Vertible's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Vertible is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Vertible's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.