Fidelity Fundamentals

FXAIX -  USA Fund  

USD 152.64  0.81  0.53%

Fidelity 500 Index fundamentals help investors to digest information that contributes to Fidelity 500'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 500'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 500 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.

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Fidelity Cash Position Weight Analysis

Fidelity 500's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Cash Percentage 
 = 
% of Cash 
 
in the fund 
More About Cash Position Weight | All Equity Analysis

Current Fidelity 500 Cash Position Weight

    
  0.18 %  
Most of Fidelity 500's fundamental indicators, such as Cash Position 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 500 Index is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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Fidelity 500 Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Fidelity 500 Index has 0.18% in Cash Position Weight. This is 92.41% lower than that of the Fidelity Investments family and significantly higher than that of the Large Blend category. The cash position weight for all United States funds is notably lower than that of the firm.

Fidelity 500 Index Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Fidelity 500's current stock value. Our valuation model uses many indicators to compare Fidelity 500 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity 500 competition to find correlations between indicators driving Fidelity 500's intrinsic value. More Info.
Fidelity 500 Index is one of the top funds in one year return among similar funds. It is one of the top funds in equity positions weight among similar funds making about  7.78  of Equity Positions Weight per One Year Return.

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 500'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 500 could also be used in its relative valuation, which is a method of valuing Fidelity 500 by comparing valuation metrics of similar companies.
Fidelity 500 is currently under evaluation in price to book among similar funds.

Fund Asset Allocation for Fidelity 500

The fund invests 99.82% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.18%) .
 Value 
      Instrument Type 

Fidelity Fundamentals

About Fidelity 500 Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Fidelity 500 Index's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity 500 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity 500 Index 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 to provide investment results that correspond to the total return performance of common stocks publicly traded in the United States. Fidelity 500 is traded on NASDAQ Exchange in the United States.

Fidelity 500 Investors Sentiment

The influence of Fidelity 500's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Fidelity. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Current Sentiment - FXAIX

Fidelity 500 Index Investor Sentiment

Most of Macroaxis users are currently bullish on Fidelity 500 Index. What is your opinion about investing in Fidelity 500 Index? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish
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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Fidelity 500 Index 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.

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Please check Fidelity 500 Piotroski F Score and Fidelity 500 Altman Z Score analysis. Note that the Fidelity 500 Index information on this page should be used as a complementary analysis to other Fidelity 500'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 Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

Complementary Tools for Fidelity Mutual Fund analysis

When running Fidelity 500 Index price analysis, check to measure Fidelity 500'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 500 is operating at the current time. Most of Fidelity 500's value examination focuses on studying past and present price action to predict the probability of Fidelity 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Fidelity 500's price. Additionally, you may evaluate how the addition of Fidelity 500 to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fidelity 500's value and its price as these two are different measures arrived at by different means. Investors typically determine Fidelity 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity 500'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.