Fidelity Trafund Class Fund One Year Return
| FCNKX Fund | USD 18.53 0.12 0.64% |
Fidelity Trafund Class fundamentals help investors to digest information that contributes to Fidelity Trafund's financial success or failures. It also enables traders to predict the movement of Fidelity Mutual Fund. The fundamental analysis module provides a way to measure Fidelity Trafund's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fidelity Trafund mutual fund.
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Fidelity Trafund Class Mutual Fund One Year Return Analysis
Fidelity Trafund's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fidelity Trafund One Year Return | 41.69 % |
Most of Fidelity Trafund's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fidelity Trafund Class is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Fidelity Trafund One Year Return Component Assessment
Based on the recorded statements, Fidelity Trafund Class has an One Year Return of 41.6935%. This is much higher than that of the Fidelity Investments family and notably lower than that of the Large Growth category. The one year return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Fidelity Trafund
The fund consists of 95.66% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Fidelity Trafund's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Fidelity Fundamentals
| Price To Earning | 23.32 X | |||
| Price To Book | 3.68 X | |||
| Price To Sales | 2.89 X | |||
| Total Asset | 99.72 B | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 15.63 % | |||
| One Year Return | 41.69 % | |||
| Three Year Return | 9.65 % | |||
| Five Year Return | 16.22 % | |||
| Ten Year Return | 14.85 % | |||
| Net Asset | 134.93 B | |||
| Cash Position Weight | 2.45 % | |||
| Equity Positions Weight | 95.66 % |
About Fidelity Trafund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Trafund Class's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Trafund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Trafund Class based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Fidelity Trafund in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Fidelity Trafund's short interest history, or implied volatility extrapolated from Fidelity Trafund options trading.
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Try AI Portfolio ArchitectCheck out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Trafund Class. 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 industry. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.