Fidelity Investment Grade Fund Quote
| FBNDX Fund | USD 6.96 0.02 0.29% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity Investment is trading at 6.96 as of the 25th of April 2024; that is -0.29 percent decrease since the beginning of the trading day. The fund's open price was 6.98. Fidelity Investment has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Fidelity Investment Grade are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of May 2023 and ending today, the 25th of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in investment-grade debt securities of all types and repurchase agreements for those securities. It allocates assets across different market sectors and maturities. The fund invests in domestic and foreign issuers. More on Fidelity Investment Grade
Moving together with Fidelity Mutual Fund
| 0.71 | FPXTX | Fidelity Pennsylvania | PairCorr |
Fidelity Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Fidelity Investment's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity Investment or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Fidelity Investments Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Fidelity Investments, Large, Intermediate Core Bond (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 29th of October 2022 |
| Fiscal Year End | August |
Fidelity Investment Grade [FBNDX] is traded in USA and was established 25th of April 2024. Fidelity Investment is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Fidelity Investments family. This fund currently has accumulated 8.81 B in assets under management (AUM) with no minimum investment requirementsFidelity Investment Grade is currently producing year-to-date (YTD) return of 6.45% with the current yeild of 0.01%, while the total return for the last 3 years was -3.11%.
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Instrument Allocation
Fidelity Investment Target Price Odds Analysis
Based on a normal probability distribution, the odds of Fidelity Investment jumping above the current price in 90 days from now is about 98.0%. The Fidelity Investment Grade probability density function shows the probability of Fidelity Investment mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Fidelity Investment has a beta of 0.2411. This usually indicates as returns on the market go up, Fidelity Investment average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fidelity Investment Grade will be expected to be much smaller as well. Additionally, fidelity Investment Grade has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Fidelity Investment to move above the current price in 90 days from now is about 98.0 (This Fidelity Investment Grade probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .
Fidelity Investment Grade Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fidelity Investment market risk premium is the additional return an investor will receive from holding Fidelity Investment 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 Investment. 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 Investment's alpha and beta are two of the key measurements used to evaluate Fidelity Investment's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3103 | |||
| Standard Deviation | 0.3979 | |||
| Variance | 0.1583 | |||
| Risk Adjusted Performance | (0.04) |
Fidelity Investment Against Markets
Picking the right benchmark for Fidelity Investment 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 Investment 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 Investment is critical whether you are bullish or bearish towards Fidelity Investment Grade at a given time. Please also check how Fidelity Investment's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Fidelity Investment without increasing your portfolio risk or giving up the 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?
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Portfolio VolatilityCheck portfolio volatility and analyze historical return density to properly model market risk |
| All Next | Launch Module |
How to buy Fidelity Mutual Fund?
Before investing in Fidelity Investment, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Fidelity Investment. To buy Fidelity Investment fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Fidelity Investment. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Fidelity Investment fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Fidelity Investment Grade fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Fidelity Investment Grade fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Fidelity Investment Grade, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Fidelity Investment Grade?
The danger of trading Fidelity Investment Grade is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Fidelity Investment is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Fidelity Investment. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fidelity Investment Grade is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Investment Grade. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the Fidelity Investment Grade information on this page should be used as a complementary analysis to other Fidelity Investment'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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.