Macroaxis: Personalized Investing
Personalized Investing and
Digital Wealth Optimization

VTSAX VTSSX VITSX VTSMX Education Oil And Gas Energy ISP 
Benchmark SP 500  1,629   22.88  Index Moved Down -1.39% United States ...


Processing
Collecting data for FSAEX

Fidelity quote and profile

 
 Companies |  Insiders  | Dashboard  
     
13.33
  
FUND
(0.16)  Macroaxis: -1.19 Down   1.19%  
Last 1 Month(s)
13.1213.64
 

Diversification Suggestion

Use Fidelity to protect against small markets fluctuations. The fund experiences somewhat bearish sentiment, but market may correct it shortly
Analyze Fidelity Series AllS Trend or Check current 30 days Fidelity correlation with market (S&P 500)
1 Month Beta 0.82  
Highest Price:  
Lowest Price:  
13.64  
13.12  
May 21 2013 
June 05 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 Series AllSector Equity Small BetaFidelity Series AllS Beta Legend
FSAEX United States NASDAQ
Fidelity Series AllSector Equity
Fidelity Investments
Large Blend
Benchmark S&P 500
Contact Number: 800. 544. 8544
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset10.27 B
Last Dividend Paid0.01
 thisRed FSAEX FSAEX agains markets  1.19 % Macroaxis: change 1.19 Moved Down  
 
 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  
 
Compare to Competition Alpha & Beta   Get Advice

Fidelity Leadership

Tobias Welo Fund Manager since November 14, 2011
Brian Lempel Fund Manager since October 14, 2012

Fidelity Price and Market Media

The median price of Fidelity for the period between Tue, May 21, 2013 and Thu, Jun 20, 2013 is 13.42 with a coefficient of variation of 1.03. The daily time series for the period is distributed with a sample standard deviation of 0.14, arithmetic mean of 13.39, and mean deviation of 0.11. The Fund did not receive any noticable media coverage during the period.
Fidelity         SP 500
Price Growth (%)
 
Change Benchmark  Embed  Export  Timeline

Fidelity Summary

Fidelity Series AllSector Equity [FSAEX] is traded in USA and was established in October 16, 2008. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 10.27 B in assets under management (AUM) with minimum initial investment of . Fidelity Series AllSector Equity is currently producing year-to-date (YTD) return of 10.04% with the current yeild of 1.51%, while the total return for the last 3 years was 19.99%.

Fund Instrument Allocation for Fidelity

The fund consists of 97.58% investments in stocks, with the rest of investments allocated between different money market instruments.
Past Market
Over 30
Days
0
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 Series AllS and Vanguard Total Stock

Fidelity Asset Under Management

Fidelity Series AllSector Equity is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 1.64 Trillion. Fidelity maintains roughly 10.27 Billion in net asset contributing less than 1% to funds under Large Blend category.

Fidelity Fundamentals

Price to Earning vs Holdings Turnover
Annual Yield vs Price to Sales
Price to Earning vs Three Year Return
Year to Date Return vs Price to Sales

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 June 20 2013 Opportunity Range

Downside Deviation0.8933
Information Ratio(0.03)
Maximum Drawdown2.48
Value At Risk(1.40)
Potential Upside1.52

 
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