Fidelity Mutual Fund Financials

FXAIX -  USA Fund  

USD 152.64  0.81  0.53%

Understanding current and past Fidelity 500 Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Fidelity 500's financial statements are interrelated, with each one affecting the others. For example, an increase in Fidelity 500's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Fidelity 500's financials over time to get the whole picture.
We urge to utilize Fidelity 500 Index fundamental analysis to see if markets are presently mispricing the fund. Put another way, you can exercise it to find out if Fidelity 500 Index is indeed mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to collect and analyze data for fourteen available fundamental indicators for Fidelity 500 Index, which can be compared to its rivals. Use Fidelity 500 price to book and five year return to make sure your decision on pricing Fidelity 500 Index is adequate. Use Fidelity 500 to protect your portfolios against small market fluctuations. The fund experiences a moderate downward daily trend and can be a good diversifier. Check odds of Fidelity 500 to be traded at $149.59 in 90 days.

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With this module, you can analyze Fidelity financials for your investing period. You should be able to track the changes in Fidelity 500 individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 1
Fidelity 500 Index has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Fidelity 500 mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Fidelity 500's official financial statements usually reflect Fidelity 500's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Fidelity 500 Index. For example, before you start analyzing numbers published by Fidelity accountants, it's critical to develop an understanding of what Fidelity 500's liquidity, profitability, and earnings quality are in the context of the Fidelity Investments space in which it operates.
Please note that past performance is not an indicator of the future performance of Fidelity 500, 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 500 Company Summary

Fidelity 500 competes with Washington Mutual, and Fundamental Investors. The investment seeks to provide investment results that correspond to the total return performance of common stocks publicly traded in the United States. Fidelity 500 is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressFidelity Concord Street
Mutual Fund FamilyFidelity Investments
Mutual Fund CategoryLarge Blend
BenchmarkDOW
Phone202 551 8090
CurrencyUSD - US Dollar

Fidelity 500 Key Financial Ratios

Generally speaking, Fidelity 500's financial ratios allow both analysts and investors to convert raw data from Fidelity 500's financial statements into concise, actionable information that can be used to evaluate the performance of Fidelity 500 over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Fidelity 500 Index reports annually and quarterly.

Fidelity Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Fidelity 500's current stock value. Our valuation model uses many indicators to compare Fidelity 500 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity 500 competition to find correlations between indicators driving Fidelity 500's intrinsic value. More Info.
Fidelity 500 Index is rated # 2 fund in price to earning among similar funds. It is rated # 2 fund in price to sales among similar funds fabricating about  0.10  of Price to Sales per Price to Earning. The ratio of Price to Earning to Price to Sales for Fidelity 500 Index is roughly  10.25 

Fidelity 500 Index Systematic Risk

Fidelity 500's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity 500 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 twenty-one with a total number of output elements of fourty. The Beta measures systematic risk based on how returns on Fidelity 500 Index correlated with the market. If Beta is less than 0 Fidelity 500 generally moves in the opposite direction as compared to the market. If Fidelity 500 Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity 500 Index is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity 500 is generally in the same direction as the market. If Beta > 1 Fidelity 500 moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Fidelity 500 Financials

What exactly are Fidelity 500 Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Fidelity 500's income statement, its balance sheet, and the statement of cash flows. Potential Fidelity 500 investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Fidelity 500 investors may use each financial statement separately, they are all related. The changes in Fidelity 500's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Fidelity 500's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Fidelity 500 Index is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 629.29 Billion. Fidelity 500 totals roughly 343.34 Billion in net asset claiming about 55% of funds under Large Blend category.

Fidelity 500 August 2, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Fidelity 500 help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity 500 Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity 500 Index 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 500's daily price indicators and compare them against related drivers.
Downside Deviation0.7454
Information Ratio0.0544
Maximum Drawdown3.09
Value At Risk(1.04)
Potential Upside1.23
Please check Investing Opportunities. Note that the Fidelity 500 Index information on this page should be used as a complementary analysis to other Fidelity 500's 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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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When running Fidelity 500 Index price analysis, check to measure Fidelity 500's 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 500 is operating at the current time. Most of Fidelity 500's value examination focuses on studying past and present price action to predict the probability of Fidelity 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Fidelity 500's price. Additionally, you may evaluate how the addition of Fidelity 500 to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fidelity 500's value and its price as these two are different measures arrived at by different means. Investors typically determine Fidelity 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity 500's 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.