Fidelity Mutual Fund Quote

FXAIX -  USA Fund  

USD 152.64  0.81  0.53%

Fidelity 500 is trading at 152.64 as of the 2nd of August 2021; that is -0.53 percent decrease since the beginning of the trading day. The fund's open price was 153.45. Fidelity 500 has a very small chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Fidelity 500 Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of August 2019 and ending today, the 2nd of August 2021. Click here to learn more.
 Market Performance
9 of 100
  Odds Of Distress
Less than 1

Fidelity 500 Mutual Fund Profile

The mutual fund experiences an unusually low daily volatility. 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. more on Fidelity 500
Fidelity 500 Index is unlikely to experience financial distress in the next 2 years
On 2nd of July 2021 Fidelity 500 paid $ 0.496 per share dividend to its current shareholders
The fund retains 99.82% of its assets under management (AUM) in equities
Legal NameFidelity 500 Index
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Fidelity 500's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
Beta In Three Year1.0
Startdate31st of January 2009
Fidelity 500 Index [FXAIX] is traded in USA and was established 2nd of August 2021. The fund is listed under Large Blend category and is part of Fidelity Investments family. Fidelity 500 Index currently has accumulated 343.34 B in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was 10.22%.
Check Fidelity 500 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 500 , and the less return is expected.

Top Fidelity 500 Index Constituents

Fidelity 500 Target Price Odds Analysis

What are Fidelity 500's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Fidelity 500 jumping above the current price in 90 days from now is about 5.61%. The Fidelity 500 Index probability density function shows the probability of Fidelity 500 mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Fidelity 500 has a beta of 0.0055. This usually indicates as returns on the market go up, Fidelity 500 average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fidelity 500 Index will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0679, implying that it can generate a 0.0679 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 152.64HorizonTargetOdds Up 152.64 
94.23%90 days
 152.64 
5.61%
Based on a normal probability distribution, the odds of Fidelity 500 to move above the current price in 90 days from now is about 5.61 (This Fidelity 500 Index probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .

Fidelity 500 Top Holders

Fidelity 500 Index Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fidelity 500 market risk premium is the additional return an investor will receive from holding Fidelity 500 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 500. 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 500's alpha and beta are two of the key measurements used to evaluate Fidelity 500's performance over the market, the standard measures of volatility play an important role as well.

Fidelity 500 Against Markets

Picking the right benchmark for Fidelity 500 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 500 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 500 is critical whether you are bullish or bearish towards Fidelity 500 Index at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Fidelity 500 without increasing your portfolio risk or giving up 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
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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for Fidelity Mutual Fund analysis

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.
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Go
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Go
Fundamental Analysis
View fundamental data based on most recent published financial statements
Go
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Go
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Go
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.