Fidelity Small Cap Fund Buy Hold or Sell Recommendation
| FECGX Fund | USD 24.29 0.39 1.58% |
Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Fidelity Small Cap is 'Strong Hold'. Macroaxis provides Fidelity Small buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FECGX positions. The advice algorithm takes into account all of Fidelity Small's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Fidelity Small's buy or sell advice are summarized below:
Real Value 24.69 | Hype Value 24.68 | Market Value 24.29 | Naive Value 24.57 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Fidelity Small Cap given historical horizon and risk tolerance towards Fidelity Small. When Macroaxis issues a 'buy' or 'sell' recommendation for Fidelity Small Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Fidelity |
Execute Fidelity Small Buy or Sell Advice
The Fidelity recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Fidelity Small Cap. Macroaxis does not own or have any residual interests in Fidelity Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Fidelity Small's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Fidelity Small Trading Alerts and Improvement Suggestions
| The fund generated three year return of -5.0% | |
| Fidelity Small Cap retains 99.85% of its assets under management (AUM) in equities |
Fidelity Small Returns Distribution Density
The distribution of Fidelity Small's historical returns is an attempt to chart the uncertainty of Fidelity Small's future price movements. The chart of the probability distribution of Fidelity Small daily returns describes the distribution of returns around its average expected value. We use Fidelity Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Fidelity Small returns is essential to provide solid investment advice for Fidelity Small.
| Mean Return | 0.07 | Value At Risk | -2.07 | Potential Upside | 2.00 | Standard Deviation | 1.31 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Fidelity Small historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Fidelity Small Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Fidelity Small or Fidelity Investments sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Fidelity Small's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Fidelity fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.06 | |
β | Beta against NYSE Composite | 1.76 | |
σ | Overall volatility | 1.35 | |
Ir | Information ratio | -0.0069 |
Fidelity Small Volatility Alert
Fidelity Small Cap has relatively low volatility with skewness of -0.32 and kurtosis of 0.07. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Fidelity Small's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Fidelity Small's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Fidelity Small Fundamentals Vs Peers
Comparing Fidelity Small's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Fidelity Small's direct or indirect competition across all of the common fundamentals between Fidelity Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Fidelity Small or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Fidelity Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Fidelity Small by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Fidelity Small to competition |
| Fundamentals | Fidelity Small | Peer Average |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 1.31 % | 0.39 % |
| One Year Return | 15.01 % | 4.15 % |
| Three Year Return | (4.56) % | 3.60 % |
| Net Asset | 518.32 M | 4.11 B |
| Last Dividend Paid | 0.05 | 0.65 |
| Cash Position Weight | 0.15 % | 10.61 % |
| Equity Positions Weight | 99.85 % | 63.90 % |
Fidelity Small Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Fidelity . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 24.29 | |||
| Day Typical Price | 24.29 | |||
| Price Action Indicator | (0.20) | |||
| Period Momentum Indicator | (0.39) |
About Fidelity Small Buy or Sell Advice
When is the right time to buy or sell Fidelity Small Cap? Buying financial instruments such as Fidelity Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Fidelity Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Healthcare
Companies that provide healthcare goods and services including hospitals, health maintenance organizations, HMOs, or medical aid manufacturers. The Healthcare theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Healthcare Theme or any other thematic opportunities.
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Check out Fidelity Small Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Fidelity Small Cap information on this page should be used as a complementary analysis to other Fidelity Small'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 the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.