Fidelity Mutual Fund Analysis

FXAIX -  USA Fund  

USD 150.98  0.23  0.15%

The small slide in market price for the last few months could raise concerns from investors as the entity it trading at a share price of 150.98 on slow start in volume. The fund managers did not add much value to Fidelity 500 investors in December. However, diversifying your holdings with Fidelity 500 Index or similar funds can still protect your portfolio during high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.96. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
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Fidelity Mutual Fund Analysis 

 
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The Fidelity 500 mutual fund analysis report makes it easy to digest most publicly released information about Fidelity 500 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 500 price relationship with some important fundamental indicators such as market cap and management efficiency.

Fidelity Mutual Fund Analysis Notes

The fund generated returns of 10.0% over the last ten years. Fidelity 500 Index retains 99.71% of assets under management (AUM) in equities. This fund last dividend was 0.5 per share. The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income. To learn more about Fidelity 500 Index call the company at 202-551-8090.

Fidelity 500 Index 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 500's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity 500 Index or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Fidelity 500 Index generated a negative expected return over the last 90 days
Fidelity 500 Index is unlikely to experience financial distress in the next 2 years
On 10th of December 2021 Fidelity 500 paid $ 0.583 per share dividend to its current shareholders
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The fund retains 99.71% of its assets under management (AUM) in equities

Management Efficiency

Fidelity 500 management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
AAPL
Apple Inc 0.14 (2.10) 
AMZN
Amazon Inc(0.10) (2.83) 
FB
Meta Platforms(0.0046) (4.01) 
GOOG
Alphabet Cl C(0.0107) (2.67) 
ALP
Alphabet Cl A(0.0077) (2.69) 
JNJ
Johnson Johnson 0.11 (1.21) 
JPM
JP Morgan Chase(0.11) (2.27) 
MSFT
Microsoft Corp 0.0288 (2.91) 
NVDA
Nvidia Corp(0.0031) (5.09) 
PG
Procter Gamble 0.23 (1.37) 
TSLA
Tesla Inc(0.0334) (6.42) 
V
Visa Inc 0.0192 (3.22) 
XOM
Exxon Mobil Corp 0.17 (2.60) 

Institutional Mutual Fund Holders for Fidelity 500

Technical Drivers

As of the 29th of January, Fidelity 500 shows the mean deviation of 0.7249, and Coefficient Of Variation of (1,654). Fidelity 500 Index 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 collect and analyze data for nineteen technical drivers for Fidelity 500 Index, which can be compared to its rivals. Please confirm Fidelity 500 Index market risk adjusted performance, variance, as well as the relationship between the Variance and potential upside to decide if Fidelity 500 Index is priced favorably, providing market reflects its regular price of 150.98 per share.

Fidelity 500 Index Price Movement Analysis

The output start index for this execution was seven with a total number of output elements of fifty-four. The Mid-point Price over period is an average of Fidelity 500 Index highest and lowest prices attained during the given period. View also all equity analysis or get more info about midpoint price over period overlap studies indicator.

Fidelity 500 Technical and Predictive Indicators

Fidelity 500 Forecast Models

Fidelity 500 time-series forecasting models is one of many Fidelity 500'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 500'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 500 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 500. 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 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.

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 500 to your portfolios without increasing risk or reducing expected return.

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Please check Investing Opportunities. 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 Price Transformation module to use Price Transformation models to analyze depth of different equity instruments across global markets.

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.