Fidelity Mutual Fund Analysis

FEIRX -  USA Fund  

USD 34.06  0.01  0.0294%

The modest gains experienced by current holders of Fidelity Advisor could raise concerns from investors as the entity it trading at a share price of 34.06 on slow start in volume. The fund managers have been quite successful in maneuvering the fund at opportune times to take advantage of all market conditions in August. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.92. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
Please check Investing Opportunities.

Search Mutual Fund Analysis 

 
Refresh
The Fidelity Advisor mutual fund analysis report makes it easy to digest most publicly released information about Fidelity Advisor and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Fidelity Mutual Fund analysis module also helps to analyze the Fidelity Advisor price relationship with some important fundamental indicators such as market cap and management efficiency.

Fidelity Mutual Fund Analysis Notes

The fund retains 97.72% of assets under management (AUM) in equities. Fidelity Advisor Equity last dividend was 0.14 per share. The fund normally invests at least 80% of assets in equity securities. It normally invests primarily in incomeproducing equity securities, which tends to lead to investments in large cap "value" stocks. The fund potentially invests in other types of equity securities and debt securities, including lowerquality debt securities . It invests in domestic and foreign issuers. To learn more about Fidelity Advisor Equity call the company at 877-208-0098.

Fidelity Advisor Equity Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Fidelity Advisor's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity Advisor Equity or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
The fund retains 97.72% of its assets under management (AUM) in equities

Fidelity Market Capitalization

The company currently falls under 'Mid-Cap' category with current market capitalization of 1.89 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Fidelity Advisor's market, we take the total number of its shares issued and multiply it by Fidelity Advisor's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Management Efficiency

Fidelity Advisor management efficiency ratios could be used to measure how well fidelity advisor equity manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
PG
Procter Gamble(0.07) (1.48) 
BX
Blackstone 0.16 (2.06) 
CB
Chubb 0.0338 (2.48) 
GD
General Dynamics Corp 0.011 (2.11) 
UNH
Unitedhealth Group 0.0179 (2.10) 
TRV
The Travelers Companies 0.009 (2.52) 
ROG
Rogers Corp 0.05 (3.93) 
PM
Philip Morris International 0.0099 (1.81) 
MRK
Merck Company(0.13) (1.79) 
MO
Altria Group(0.0271) (2.27) 
JPM
JP Morgan Chase 0.0485 (2.48) 
JNJ
Johnson Johnson(0.0451) (1.70) 
VZ
Verizon Communications(0.15) (1.43) 
WFC
Wells Fargo 0.08 (3.32) 
DUK
Duke Energy Corp(0.0046) (1.88) 
DOX
Amdocs Limited(0.0499) (1.84) 
CVX
Chevron Corp 0.0005 (3.20) 
CSCO
Cisco Systems 0.0302 (1.69) 
COM
Comcast Corp A 0.0084 (2.63) 
BMY
Bristol-Myers Squibb(0.06) (1.76) 

Technical Drivers

As of the 27th of September, Fidelity Advisor shows the Downside Deviation of 0.9364, mean deviation of 0.6963, and Coefficient Of Variation of 924.9. Fidelity Advisor Equity technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices. Put another way, you can use this information to find out if the entity will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for Fidelity Advisor Equity, which can be compared to its rivals. Please confirm Fidelity Advisor Equity market risk adjusted performance, variance, as well as the relationship between the Variance and potential upside to decide if Fidelity Advisor Equity is priced favorably, providing market reflects its regular price of 34.06 per share.

Fidelity Advisor Equity Price Movement Analysis

The output start index for this execution was twenty-nine with a total number of output elements of two hundred thirty. The Triangular Moving Average shows Fidelity Advisor double smoothed mean price over a specified number of previous prices (i.e., averaged twice). View also all equity analysis or get more info about triangular moving average overlap studies indicator.

Fidelity Advisor Technical and Predictive Indicators

Fidelity Advisor Forecast Models

Fidelity Advisor time-series forecasting models is one of many Fidelity Advisor's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Fidelity Advisor's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Fidelity Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Fidelity Advisor stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Fidelity shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Fidelity Advisor. By using and applying Fidelity Mutual Fund analysis, traders can create a robust methodology for identifying Fidelity entry and exit points for their positions.
The investment seeks a yield from dividend and interest income which exceeds the composite dividend yield on securities comprising the SP 500 Index. Fidelity Advisor is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Fidelity Advisor to your portfolios without increasing risk or reducing expected return.

Did you try this?

Run Global Correlations Now

   

Global Correlations

Find global opportunities by holding instruments from different markets
All  Next Launch Module
Please check Investing Opportunities. Note that the Fidelity Advisor Equity 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Complementary Tools for Fidelity Mutual Fund analysis

When running Fidelity Advisor Equity 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.
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
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
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Go
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Go
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Go
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
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.