Fidelity Series Small Fund Quote

FJACX Fund  USD 12.44  0.01  0.08%   

Performance

8 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 39

 
100  
 
Zero
Below Average
Fidelity Series is trading at 12.44 as of the 28th of March 2024; that is 0.08% increase since the beginning of the trading day. The fund's open price was 12.43. Fidelity Series has about a 39 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 Series Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund normally invests primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies with small market capitalizations . The fund invests in domestic and foreign issuers. It invests in either growth stocks or value stocks or both. More on Fidelity Series Small

Moving together with Fidelity Mutual Fund

  0.64USG USCF Gold Strategy Symbol ChangePairCorr
  0.75FGWMX Fidelity New MarketsPairCorr
  0.75FGVMX Fidelity New MarketsPairCorr
  0.93FYMIX Fidelity Advisor SusPairCorr
  0.73FGYMX Fidelity New MarketsPairCorr
  0.93FYMMX Fidelity Advisor SusPairCorr
  0.93FYMRX Fidelity SustainablePairCorr

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 Series' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity Series 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, Small Blend Funds, Small Blend, Fidelity Investments, Large, Small Blend (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date29th of June 2023
Fiscal Year EndApril
Fidelity Series Small [FJACX] is traded in USA and was established 28th of March 2024. Fidelity Series is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Fidelity Investments family. This fund currently has accumulated 1.19 B in assets under management (AUM) with no minimum investment requirementsFidelity Series Small is currently producing year-to-date (YTD) return of 6.51% with the current yeild of 0.01%, while the total return for the last 3 years was 8.3%.
Check Fidelity Series 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 Series Small 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 Series Small Mutual Fund Constituents

FCNCAFirst Citizens BancSharesStockFinancials
NVSTEnvista Holdings CorpStockHealth Care
HGVHilton Grand VacationsStockConsumer Discretionary
RBCRBC Bearings IncorporatedStockIndustrials
CIVICivitas ResourcesStockEnergy
CMPRCimpress NVStockIndustrials
FAFFirst AmericanStockFinancials
More Details

Fidelity Series Target Price Odds Analysis

Based on a normal probability distribution, the odds of Fidelity Series jumping above the current price in 90 days from now is about 5.67%. The Fidelity Series Small probability density function shows the probability of Fidelity Series mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Fidelity Series Small has a beta of -0.1585. This usually indicates as returns on benchmark increase, returns on holding Fidelity Series are expected to decrease at a much lower rate. During the bear market, however, Fidelity Series Small is likely to outperform the market. Additionally, fidelity Series Small has an alpha of 0.1415, implying that it can generate a 0.14 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 12.44HorizonTargetOdds Above 12.44
94.22%90 days
 12.44 
5.67%
Based on a normal probability distribution, the odds of Fidelity Series to move above the current price in 90 days from now is about 5.67 (This Fidelity Series Small probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .

Fidelity Series Small Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fidelity Series market risk premium is the additional return an investor will receive from holding Fidelity Series 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 Series. 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 Series' alpha and beta are two of the key measurements used to evaluate Fidelity Series' performance over the market, the standard measures of volatility play an important role as well.

Fidelity Series Against Markets

Picking the right benchmark for Fidelity Series 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 Series 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 Series is critical whether you are bullish or bearish towards Fidelity Series Small at a given time. Please also check how Fidelity Series' 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 Series 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.

Did you try this?

Run Stock Screener Now

   

Stock Screener

Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
All  Next Launch Module

How to buy Fidelity Mutual Fund?

Before investing in Fidelity Series, 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 Series. To buy Fidelity Series fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Fidelity Series. 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 Series fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Fidelity Series Small 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 Series Small 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 Series Small, 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 Series Small?

The danger of trading Fidelity Series Small 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 Series 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 Series. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fidelity Series Small 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 Series Small. 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 main economic indicators.
Note that the Fidelity Series Small information on this page should be used as a complementary analysis to other Fidelity Series' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

Complementary Tools for Fidelity Mutual Fund analysis

When running Fidelity Series' price analysis, check to measure Fidelity Series' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fidelity Series is operating at the current time. Most of Fidelity Series' value examination focuses on studying past and present price action to predict the probability of Fidelity Series' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fidelity Series' price. Additionally, you may evaluate how the addition of Fidelity Series to your portfolios can decrease your overall portfolio volatility.
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
AI Investment Finder
Use AI to screen and filter profitable investment opportunities
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
CEOs Directory
Screen CEOs from public companies around the world
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Please note, there is a significant difference between Fidelity Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Series' 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.