Fidelity Series 5 Fund Fundamentals
| FSTDX Fund | USD 7.48 0.06 0.81% |
Fidelity Series 5 fundamentals help investors to digest information that contributes to Fidelity Series' 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 Series' 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 Series mutual fund.
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Fidelity Series 5 Mutual Fund Bond Positions Weight Analysis
Fidelity Series' Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Fidelity Series Bond Positions Weight | 99.83 % |
Most of Fidelity Series' fundamental indicators, such as Bond Positions Weight, 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 Series 5 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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In accordance with the recently published financial statements, Fidelity Series 5 has a Bond Positions Weight of 99%. This is much higher than that of the Fidelity Investments family and significantly higher than that of the Inflation-Protected Bond category. The bond positions weight for all United States funds is notably lower than that of the firm.
Fidelity Series 5 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Series's current stock value. Our valuation model uses many indicators to compare Fidelity Series value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Series competition to find correlations between indicators driving Fidelity Series's intrinsic value. More Info.Fidelity Series 5 is one of the top funds in net asset among similar funds. It is one of the top funds in cash position weight among similar funds . The ratio of Net Asset to Cash Position Weight for Fidelity Series 5 is about 42,588,235,294 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Fidelity Series by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Fidelity Series' 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 Series' earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Fidelity Series
The fund invests most of its asset under management in bonds or other fixed income securities. .Asset allocation divides Fidelity Series' 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
| Total Asset | 7.24 B | |||
| Net Asset | 7.24 B | |||
| Cash Position Weight | 0.17 % | |||
| Bond Positions Weight | 99.83 % |
About Fidelity Series Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Series 5's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Series using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Series 5 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 fund normally invests at least 80 percent of its assets in inflation-protected debt securities included in the Bloomberg US Treasury Inflation-Protected Securities 5 Years Index, which is composed of inflation-protected debt securities issued by the U.S. Treasury with remaining maturities of 5 or more years.
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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 Series 5. 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 Series 5 information on this page should be used as a complementary analysis to other Fidelity Series' 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 Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.