Fidelity Series Global Fund Quote

FSGEX Fund  USD 15.12  0.02  0.13%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Fidelity Series is trading at 15.12 as of the 5th of December 2024; that is 0.13 percent increase since the beginning of the trading day. The fund's open price was 15.1. Fidelity Series has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Fidelity Series Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of December 2022 and ending today, the 5th of December 2024. Click here to learn more.
The fund invests at least 80 percent of assets in securities included in the MSCI ACWI ex USA Index and in depositary receipts representing securities included in the index. The advisor uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, priceearnings ratio, pricebook ratio, earnings growth, country weightings, and the effect of foreign taxes to attempt to replicate the returns of the index.. More on Fidelity Series Global

Moving together with Fidelity Mutual Fund

  0.74FPTKX Fidelity Freedom 2015PairCorr

Moving against Fidelity Mutual Fund

  0.61FRPCX Fidelity Sai AlternativePairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Fidelity Investments, Large Blend, Foreign Large Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of December 2022
Fiscal Year EndOctober
Fidelity Series Global [FSGEX] is traded in USA and was established 5th of December 2024. Fidelity Series is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 37.8 B in assets under management (AUM) with no minimum investment requirementsFidelity Series Global is currently producing year-to-date (YTD) return of 8.01% with the current yeild of 0.03%, while the total return for the last 3 years was 2.64%.
Check Fidelity Series Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Series Global Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Fidelity Series Global Mutual Fund Constituents

SSNLFSamsung Electronics CoPink SheetUS Pink Sheet
NVSEFNovartis AGPink SheetDrug Manufacturers—General
ASMLASML Holding NVStockInformation Technology
BABAAlibaba Group HoldingStockConsumer Discretionary
NOVNNovan IncStockHealth Care
NSRGFNestle SAPink SheetPackaged Foods
RHHVFRoche Holding AGOTC StockDrug Manufacturers—General
ROGRogersStockInformation Technology
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Fidelity Series Top Holders

FPIPXFidelity Freedom IndexMutual FundTarget-Date 2040
FFEGXFidelity Freedom IndexMutual FundTarget-Date 2030
FFIJXFidelity Freedom IndexMutual FundTarget-Date 2065+
FFOLXFidelity Freedom IndexMutual FundTarget-Date 2045
FLIFXFidelity Freedom IndexMutual FundTarget-Date 2015
FIHFXFidelity Freedom IndexMutual FundTarget-Date 2035
FXIFXFidelity Freedom IndexMutual FundTarget-Date 2030
FCYPXFidelity Freedom IndexMutual FundTarget-Date 2000-2010
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Fidelity Series Global Risk Profiles

Fidelity Series Against Markets

Other Information on Investing in Fidelity Mutual Fund

Fidelity Series financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Series security.
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