Fidelity Vertible Financials
FCVSX Fund | USD 36.73 0.40 1.10% |
Fidelity |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fidelity Vertible Fund Summary
Fidelity Vertible competes with Fidelity Freedom, Fidelity Puritan, Fidelity Puritan, Fidelity Pennsylvania, and Fidelity Freedom. The fund normally invests at least 80 percent of assets in convertible securities, which are often lower-quality debt securities and perform more like a stock when the underlying share price is high and more like a bond when the underlying share price is low. It invests in other types of securities, including common stocks. The fund invests in domestic and foreign issuers. The advisor uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments.Specialization | Convertibles, Large |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
ISIN | US3161452004 |
Business Address | Fidelity Financial Trust |
Mutual Fund Family | Fidelity Investments |
Mutual Fund Category | Convertibles |
Benchmark | Dow Jones Industrial |
Phone | 800 544 8544 |
Currency | USD - US Dollar |
Fidelity Vertible Key Financial Ratios
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Vertible's current stock value. Our valuation model uses many indicators to compare Fidelity Vertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Vertible competition to find correlations between indicators driving Fidelity Vertible's intrinsic value. More Info.Fidelity Vertible Securities is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.32 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fidelity Vertible Securities is roughly 3.13 . 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 Vertible's earnings, one of the primary drivers of an investment's value.Fidelity Vertible Systematic Risk
Fidelity Vertible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Vertible volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Fidelity Vertible correlated with the market. If Beta is less than 0 Fidelity Vertible generally moves in the opposite direction as compared to the market. If Fidelity Vertible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Vertible is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Vertible is generally in the same direction as the market. If Beta > 1 Fidelity Vertible moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Vertible December 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Vertible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Vertible Securities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Vertible Securities based on widely used predictive technical indicators. In general, we focus on analyzing Fidelity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fidelity Vertible's daily price indicators and compare them against related drivers.
Downside Deviation | 0.7079 | |||
Information Ratio | 0.1011 | |||
Maximum Drawdown | 4.27 | |||
Value At Risk | (0.69) | |||
Potential Upside | 1.09 |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Vertible financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Vertible security.
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