Fidelity Series Financials
| FSTQX Fund | USD 8.52 0.01 0.12% |
Fidelity |
Please note that past performance is not an indicator of the future performance of Fidelity Series, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fidelity Series Fund Summary
Fidelity Series competes with The Gabelli, Fidelity Advisor, Aqr Diversified, Tiaa Cref, and Principal Lifetime. The fund normally invests at least 80 percent of assets in debt securities included in the Bloomberg Global Aggregate Treasury ex USD, ex Emerging Markets, RIC Capped, Float Adjusted Index , which is a multi-currency benchmark that includes fixed-rate treasury securities from developed markets issuers while excluding USD denominated debt. It is non-diversified.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fidelity School Street |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | World Bond-USD Hedged |
| Benchmark | NYSE Composite |
| Phone | 800 544 8544 |
| Currency | USD - US Dollar |
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Series's current stock value. Our valuation model uses many indicators to compare Fidelity Series value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Series competition to find correlations between indicators driving Fidelity Series's intrinsic value. More Info.Fidelity Series International is one of the top funds in cash position weight among similar funds. It is one of the top funds in bond positions weight among similar funds creating about 0.49 of Bond Positions Weight per Cash Position Weight. The ratio of Cash Position Weight to Bond Positions Weight for Fidelity Series International is roughly 2.04 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Fidelity Series by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Fidelity Series' Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Series' earnings, one of the primary drivers of an investment's value.Fidelity Series Inte Systematic Risk
Fidelity Series' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Series volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Fidelity Series Inte correlated with the market. If Beta is less than 0 Fidelity Series generally moves in the opposite direction as compared to the market. If Fidelity Series Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Series Inte is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Series is generally in the same direction as the market. If Beta > 1 Fidelity Series moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Series April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Series help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Series International. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Series International based on widely used predictive technical indicators. In general, we focus on analyzing Fidelity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fidelity Series's daily price indicators and compare them against related drivers.
| Information Ratio | (0.24) | |||
| Maximum Drawdown | 2.67 | |||
| Value At Risk | (0.47) | |||
| Potential Upside | 0.4684 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Series International. 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 producer price index. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.