Fidelity Fundamentals

FEFIX -  USA Fund  

USD 16.62  0.02  0.12%

Fidelity Advisor Freedom fundamentals help investors to digest information that contributes to Fidelity Advisor's financial success or failures. It also enables traders to predict the movement of Fidelity Mutual Fund. This fundamental analysis module provides a way for investors to measures Fidelity Advisor's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fidelity Advisor mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Fidelity Fundamentals 

 
Refresh

Fidelity One Year Return Analysis

Fidelity Advisor'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.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Fidelity Advisor One Year Return

    
  5.83 %  
Most of Fidelity Advisor'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 Advisor Freedom 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.
Compare to competition

Fidelity Advisor One Year Return Component Assessment

Based on the recorded statements, Fidelity Advisor Freedom has an One Year Return of 5.83%. This is 57.14% higher than that of the Fidelity Investments family and significantly higher than that of the Target-Date 2030 category. The one year return for all United States funds is notably lower than that of the firm.

Fidelity Advisor Freedom Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Advisor's current stock value. Our valuation model uses many indicators to compare Fidelity Advisor value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Advisor competition to find correlations between indicators driving Fidelity Advisor's intrinsic value. More Info.
Fidelity Advisor Freedom is rated # 2 fund in equity positions weight among similar funds. It is rated # 5 fund in five year return among similar funds reporting about  0.09  of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Fidelity Advisor Freedom is roughly  11.05 

Fidelity Price to Book Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidelity Advisor's direct or indirect competition against its Price to Book to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Fidelity Advisor could also be used in its relative valuation, which is a method of valuing Fidelity Advisor by comparing valuation metrics of similar companies.
Fidelity Advisor is currently under evaluation in price to book among similar funds.

Fund Asset Allocation for Fidelity Advisor

The fund invests 62.53% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (29.56%) , cash (7.0%) and various exotic instruments.
 Value 
      Instrument Type 

Fidelity Fundamentals

About Fidelity Advisor Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Advisor Freedom's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Advisor using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Advisor Freedom 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.
The investment seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. Fidelity Advisor is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Fidelity Advisor without increasing your portfolio risk or giving up 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?

Run Equity Analysis Now

   

Equity Analysis

Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
All  Next Launch Module

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Fidelity Advisor Freedom using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check Fidelity Advisor Piotroski F Score and Fidelity Advisor Altman Z Score analysis. 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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

Complementary Tools for Fidelity Mutual Fund analysis

When running Fidelity Advisor Freedom price analysis, check to measure Fidelity Advisor's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fidelity Advisor is operating at the current time. Most of Fidelity Advisor's value examination focuses on studying past and present price action to predict the probability of Fidelity Advisor's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Fidelity Advisor's price. Additionally, you may evaluate how the addition of Fidelity Advisor to your portfolios can decrease your overall portfolio volatility.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Go
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Go
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Money Managers
Screen money managers from public funds and ETFs managed around the world
Go
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.