Fidelity Real Financials
| FRESX Fund | USD 36.21 0.09 0.25% |
Fidelity |
Please note that past performance is not an indicator of the future performance of Fidelity Real, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fidelity Real Fund Summary
Fidelity Real competes with Vanguard Reit, Vanguard Reit, Vanguard Reit, Dfa Real, and Cohen Steers. It normally invests at least 80 percent of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. Fidelity Real is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3161382052 |
| Business Address | Fidelity Select Portfolios |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | Real Estate |
| Benchmark | NYSE Composite |
| Phone | 800 544 8544 |
| Currency | USD - US Dollar |
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Real's current stock value. Our valuation model uses many indicators to compare Fidelity Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Real competition to find correlations between indicators driving Fidelity Real's intrinsic value. More Info.Fidelity Real Estate is rated # 3 fund in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fidelity Real Estate is roughly 12.29 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Fidelity Real by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Fidelity Real's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Real's earnings, one of the primary drivers of an investment's value.Fidelity Real Estate Systematic Risk
Fidelity Real's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Real volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Fidelity Real Estate correlated with the market. If Beta is less than 0 Fidelity Real generally moves in the opposite direction as compared to the market. If Fidelity Real Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Real Estate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Real is generally in the same direction as the market. If Beta > 1 Fidelity Real moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Real Thematic Clasifications
Fidelity Real Estate is part of Monster Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with above average long term performance indicators. Solid funds with above average long term performance indicators based on Macroaxis rating system
This theme covers Funds with above average long term performance indicators. Solid funds with above average long term performance indicators based on Macroaxis rating system. Get More Thematic Ideas
Fidelity Real Estate is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Real Estate category is currently estimated at about 234.65 Billion. Fidelity Real claims roughly 2.83 Billion in net asset contributing just under 2% to funds listed under Real Estate category.| Monster Funds | View |
Fidelity Real May 14, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Real help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Real Estate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Real Estate based on widely used predictive technical indicators. In general, we focus on analyzing Fidelity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fidelity Real's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 6.48 | |||
| Value At Risk | (1.70) | |||
| Potential Upside | 1.7 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Real Estate. 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 state. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.