Fidelity Sai Long Term Fund Quote

FBLTX Fund  USD 7.16  0.10  1.42%   

Performance

3 of 100

 
Low
 
High
Insignificant

Odds Of Distress

Less than 43

 
100  
 
Zero
Below Average
Fidelity Sai is trading at 7.16 as of the 26th of February 2024; that is 1.42 percent up since the beginning of the trading day. The fund's open price was 7.06. Fidelity Sai has about a 43 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 Sai Long Term are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of January 2024 and ending today, the 26th of February 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities included in the Bloomberg U.S. 20 Year Treasury Bond Index. It normally maintains a dollar-weighted average maturity that is generally expected to be 20 years or more, consistent with that of the index. More on Fidelity Sai Long Term

Moving together with Fidelity Mutual Fund

  0.72FPTKX Fidelity Freedom 2015PairCorr
  0.74FPXTX Fidelity PennsylvaniaPairCorr
  0.66FQIFX Fidelity Freedom IndexPairCorr

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 Sai's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity Sai 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, Long Government Funds, Long Government, Fidelity Investments, Large, Long Government (View all Sectors)
Update Date31st of December 2023
Expense Ratio Date29th of April 2023
Fiscal Year EndFebruary
Fidelity Sai Long Term [FBLTX] is traded in USA and was established 26th of February 2024. Fidelity Sai is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Long Government category and is part of Fidelity Investments family. This fund currently has accumulated 3.48 B in assets under management (AUM) with no minimum investment requirementsFidelity Sai Long-term is currently producing year-to-date (YTD) return of 2.66% with the current yeild of 0.0%, while the total return for the last 3 years was -10.74%.
Check Fidelity Sai Probability Of Bankruptcy

Instrument Allocation

Fidelity Sai Target Price Odds Analysis

Based on a normal probability distribution, the odds of Fidelity Sai jumping above the current price in 90 days from now is about 66.59%. The Fidelity Sai Long Term probability density function shows the probability of Fidelity Sai mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Fidelity Sai has a beta of 0.5345. This usually indicates as returns on the market go up, Fidelity Sai average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fidelity Sai Long Term will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Fidelity Sai Long-term is significantly underperforming NYSE Composite.
  Odds Below 7.16HorizonTargetOdds Above 7.16
33.06%90 days
 7.16 
66.59%
Based on a normal probability distribution, the odds of Fidelity Sai to move above the current price in 90 days from now is about 66.59 (This Fidelity Sai Long Term probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .

Fidelity Sai Top Holders

FIWGXStrategic Advisers FidelityMutual FundIntermediate Core-Plus Bond
More Details

Fidelity Sai Long-term Risk Profiles

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

Fidelity Sai Against Markets

Picking the right benchmark for Fidelity Sai 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 Sai 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 Sai is critical whether you are bullish or bearish towards Fidelity Sai Long Term at a given time. Please also check how Fidelity Sai's 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 Sai 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 Portfolio Diagnostics Now

   

Portfolio Diagnostics

Use generated alerts and portfolio events aggregator to diagnose current holdings
All  Next Launch Module

How to buy Fidelity Mutual Fund?

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

The danger of trading Fidelity Sai Long Term 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 Sai 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 Sai. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fidelity Sai Long-term 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 Sai Long Term. 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 employment.
You can also try the 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..

Complementary Tools for Fidelity Mutual Fund analysis

When running Fidelity Sai's price analysis, check to measure Fidelity Sai'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 Sai is operating at the current time. Most of Fidelity Sai's value examination focuses on studying past and present price action to predict the probability of Fidelity Sai's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fidelity Sai's price. Additionally, you may evaluate how the addition of Fidelity Sai to your portfolios can decrease your overall portfolio volatility.
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Please note, there is a significant difference between Fidelity Sai's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Sai is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Sai'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.