Fidelity Advisor Buy Hold or Sell Recommendation

FPQIX -- USA Fund  

USD 39.03  0.25  0.64%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Fidelity Advisor 529 Small Cap is 'Cautious 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 FPQIX positions. The advice algorithm takes into account all of Fidelity Advisor 529 available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from FPQIX buy-and-hold prospective. Additionally see Fidelity Advisor Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Fidelity AdvisorBuy Fidelity Advisor
Cautious Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon Fidelity Advisor 529 Small Cap has a mean deviation of 0.7201, semi deviation of 1.06, standard deviation of 1.12, variance of 1.25, downside variance of 2.62 and semi variance of 1.13
Fidelity Advisor buy, hold, or sell suggestion module can be used to check and cross-verify current buy, hold, or sell recommendation provided by analysts reviewing the fund potential to grow using all of fundamental, technical, data market data available at the time.

Fidelity Advisor Returns Distribution Density

Mean Return0.023528Value At Risk1.82
Potential Upside1.76Standard Deviation1.12
 Return Density 
      Distribution 

Fidelity Advisor Greeks

α
Alpha over DOW
=0.0115
β
Beta against DOW=0.07
σ
Overall volatility
=1.11
Ir
Information ratio =0.0396

Fidelity Advisor Volatility Alert

Fidelity Advisor 529 Small Cap has relatively low volatility with skewness of -0.86 and kurtosis of 1.83. However, we advise all investors to independently investigate Fidelity Advisor 529 Small Cap to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
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