Fidelity Mutual Fund Buy Hold or Sell Recommendation

FEFIX -  USA Fund  

USD 16.39  0.26  1.56%

Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Fidelity Advisor Freedom is 'Hold'. Macroaxis provides Fidelity Advisor buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FEFIX positions. The advice algorithm takes into account all of Fidelity Advisor's available fundamental, technical, and predictive indicators you will find on this site.

Fidelity Advice 

 
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The advice is provided from Fidelity Advisor's buy-and-hold perspective. Please check Fidelity Advisor 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. We conduct extensive research on individual funds such as Fidelity and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Fidelity Advisor Freedom.

Execute Fidelity Advisor 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 Advisor Freedom. Macroaxis does not own or have any residual interests in Fidelity Advisor Freedom or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Fidelity Advisor's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Fidelity AdvisorBuy Fidelity Advisor
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Fidelity Advisor Freedom has a Risk Adjusted Performance of (0.017049), Jensen Alpha of (0.001667), Total Risk Alpha of 0.0013 and Treynor Ratio of (0.032034)
Our trade advice tool can cross-verify current analyst consensus on Fidelity Advisor Freedom and to analyze the fund potential to grow in the current economic cycle. Use Fidelity Advisor Freedom price to book, three year return, as well as the relationship between the Three Year Return and equity positions weight to ensure your buy or sell decision on Fidelity Advisor Freedom is adequate.

Fidelity Advisor Trading Alerts and Improvement Suggestions

Fidelity Advisor generated a negative expected return over the last 90 days
Fidelity Advisor is unlikely to experience financial distress in the next 2 years
The fund retains about 7.0% of its assets under management (AUM) in cash

Fidelity Advisor Returns Distribution Density

The distribution of Fidelity Advisor's historical returns is an attempt to chart the future uncertainty of Fidelity Advisor's future price movements. The chart of the probability distribution of Fidelity Advisor stock daily returns describes the distribution of returns around its average expected value. We use Fidelity Advisor Freedom price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Fidelity Advisor returns is essential to provide solid investment advice for Fidelity Advisor stock.
Mean Return-0.008Value At Risk-0.88
Potential Upside0.67Standard Deviation0.50
 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 Advisor 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 Advisor 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 Advisor 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 Advisor stock's price will be affected by overall stock 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 stock'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 DOW
-0.0017
β
Beta against DOW0.56
σ
Overall volatility
0.49
Ir
Information ratio 0.0223

Fidelity Advisor Volatility Alert

Fidelity Advisor Freedom exhibits very low volatility with skewness of -0.92 and kurtosis of 1.76. However, we advise investors to further study Fidelity Advisor Freedom technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Fidelity Advisor's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Fidelity Advisor'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 stocks as prices fall.

Fidelity Advisor Implied Volatility

Fidelity Advisor's implied volatility exposes the market's sentiment of Fidelity Advisor Freedom stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Fidelity Advisor's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Fidelity Advisor stock will not fluctuate a lot when Fidelity Advisor's options are near their expiration.

Fidelity Advisor Fundamentals Vs Peers

Comparing Fidelity Advisor'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 Advisor's direct or indirect competition across all of the common fundamentals between Fidelity Advisor and the related equities. This way, we can detect undervalued stocks with similar characteristics as Fidelity Advisor or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Fidelity Advisor's fundamental indicators could also be used in its relative valuation, which is a method of valuing Fidelity Advisor by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Fidelity Advisor to competition
FundamentalsFidelity AdvisorPeer Average
Price to Earning18.00 X6.53 X
Price to Book2.07 X0.74 X
Price to Sales1.63 X0.61 X
One Year Return5.83 %4.15 %
Three Year Return5.57 %3.60 %
Five Year Return5.66 %3.24 %
Ten Year Return8.23 %1.79 %
Net Asset3.61 B4.11 B
Cash Position Weight7.00 %10.61 %
Equity Positions Weight62.53 %63.90 %
Bond Positions Weight29.56 %11.24 %

About Fidelity Advisor Buy or Sell Advice

When is the right time to buy or sell Fidelity Advisor Freedom? 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 stock 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. Although Fidelity Advisor investors may find it confusing at the beginning, 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 Advisor 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?

Run Government Thematic Idea Now

Government
Government Theme
Funds or Etfs that invest in fixed income securities issued by national government to finance government spending or to facilitate Federal Reserve monetary policies. Government theme has 40 constituents.
View All  Next Launch Government
Please check Fidelity Advisor 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 Advisor Freedom information on this page should be used as a complementary analysis to other Fidelity Advisor'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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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Please note, there is a significant difference between Fidelity Advisor's value and its price as these two are different measures arrived at by different means. Investors typically determine Fidelity Advisor value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Advisor'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.