Fidelity Total Market Fund One Year Return
Fidelity Total Market fundamentals help investors to digest information that contributes to Fidelity Total's financial success or failures. It also enables traders to predict the movement of Fidelity Mutual Fund. The fundamental analysis module provides a way to measure Fidelity Total's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fidelity Total mutual fund.
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Fidelity Total Market Mutual Fund One Year Return Analysis
Fidelity Total's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fidelity Total One Year Return | 3.87 % |
Most of Fidelity Total's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fidelity Total Market is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Fidelity Total Market has an One Year Return of 3.87%. This is 4.31% higher than that of the Fidelity Investments family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.
Fidelity One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidelity Total's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Fidelity Total could also be used in its relative valuation, which is a method of valuing Fidelity Total by comparing valuation metrics of similar companies.Fidelity Total is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Fidelity Total
The fund invests 99.9% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.02%) , cash (0.08%) .Asset allocation divides Fidelity Total's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Fidelity Fundamentals
| Price To Earning | 19.67 X | |||
| Price To Book | 2.58 X | |||
| Price To Sales | 1.75 X | |||
| Total Asset | 61.25 B | |||
| One Year Return | 3.87 % | |||
| Three Year Return | 20.38 % | |||
| Five Year Return | 0.83 % | |||
| Ten Year Return | 4.41 % | |||
| Net Asset | 61.25 B | |||
| Last Dividend Paid | 0.24 | |||
| Cash Position Weight | 0.08 % | |||
| Equity Positions Weight | 99.90 % | |||
| Bond Positions Weight | 0.02 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Fidelity Total in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Fidelity Total's short interest history, or implied volatility extrapolated from Fidelity Total options trading.
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Other Consideration for investing in Fidelity Mutual Fund
If you are still planning to invest in Fidelity Total Market check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Fidelity Total's history and understand the potential risks before investing.
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