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Benchmark SP 500  1,629   22.88  Index Moved Down -1.39% United States ...


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Collecting data for FGDIX

Fidelity quote and profile

 
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21.15
  
FUND
(0.63)  Macroaxis: -2.89 Down   2.89%  
Last 1 Month(s)
21.1524.66
 

Diversification Suggestion

Use Fidelity to protect against small markets fluctuations. The fund experiences unexpected downward movement. The market is reacting to new fundamentals
Analyze Fidelity Advisor Gold I Trend or Check current 30 days Fidelity correlation with market (S&P 500)
1 Month Beta 0.17  
Highest Price:  
Lowest Price:  
24.66  
21.15  
June 03 2013 
June 19 2013 
As returns on market increase, Fidelity returns are expected to increase less than the market. However during bear market, the loss on holding Fidelity will be expected to be smaller as well.
Fidelity Advisor Gold I Small BetaFidelity Advisor Gold I Beta Legend
FGDIX United States NASDAQ
Fidelity Advisor Gold I
Fidelity Investments
Equity Precious Metals
Benchmark S&P 500
Contact Number: 877. 208. 0098
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset2.6 B
 United States Russel   1.35 % Macroaxis: change 1.35 Moved Down  
 
 United States SP 500   1.39 % Macroaxis: change 1.39 Moved Down  
 
 United States NYSE   1.53 % Macroaxis: change 1.53 Moved Down  
 
 thisRed FGDIX FGDIX agains markets  2.89 % Macroaxis: change 2.89 Moved Down  
 
Compare to Competition Alpha & Beta   Get Advice
    
Joe Wickwire  Money Manager
Fund Manager since August 30, 2007
Prior to joining Fidelity Investments in 2007, Wickwire spent 20 years at Evergreen Investments in Boston. During his time at Evergreen, he worked as an analyst and a portfolio manager. ...
    

Fidelity Price and Market Media

The median price of Fidelity for the period between Tue, May 21, 2013 and Thu, Jun 20, 2013 is 22.69 with a coefficient of variation of 4.33. The daily time series for the period is distributed with a sample standard deviation of 0.99, arithmetic mean of 23.0, and mean deviation of 0.83. The Fund did not receive any noticable media coverage during the period.
Fidelity         SP 500
Price Growth (%)
 
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Fidelity Summary

Fidelity Advisor Gold I [FGDIX] is traded in USA and was established in December 11, 2006. The fund is listed under Equity Precious Metals category and is part of Fidelity Investments family. This fund currently has accumulated 2.6 B in assets under management (AUM) with minimum initial investment of 2.5 K. Fidelity Advisor Gold I is currently producing year-to-date (YTD) return of -16.92%, while the total return for the last 3 years was 20.67%.

Fund Instrument Allocation for Fidelity

The fund invests 99.99% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.01%), cash(1.07%).
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
More
Than
78 %
 
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Fidelity Research Report

Fidelity vs. Vanguard

Correlation analysis and fundamentals comparison between Fidelity Advisor Gold I and Vanguard Precious Me

Fidelity Asset Under Management

Fidelity Advisor Gold I is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Equity Precious Metals category is currently estimated at about 28.64 Billion. Fidelity holds roughly 2.6 Billion in net asset claiming about 9% of all funds under Equity Precious Metals category.

Fidelity Fundamentals

Price to Book vs One Year Return
Three Year Return vs Year to Date Return
Price to Book vs Minimum Initial Investment
Net Asset vs Year to Date Return

Fidelity vs Competition

Fidelity vs. Vanguard Precious Metals and Mining Inv
Fidelity vs. Fidelity Advisor Gold A
Fidelity vs. Fidelity Select Gold
Fidelity vs. Fidelity Advisor Gold T
Fidelity vs. Fidelity Advisor Gold B
Fidelity vs. Fidelity Advisor Gold C
Fidelity vs. Oppenheimer Gold Special Minerals C
Fidelity vs. Oppenheimer Gold Special Minerals B

Fidelity June 20 2013 Opportunity Range

Downside Deviation2.67
Information Ratio(0.03)
Maximum Drawdown9.74
Value At Risk(4.08)
Potential Upside4.17

 
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