Fidelity Value Financials
| FDVKX Fund | USD 12.11 0.06 0.49% |
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 Value Fund Summary
Fidelity Value competes with Blackrock Science, Technology Ultrasector, Pgim Jennison, Hennessy Technology, and Red Oak. It invests in securities of companies that Fidelity Management Research Company believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry . Fidelity Value is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fidelity Puritan Trust |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 835 5092 |
| Currency | USD - US Dollar |
Fidelity Value Key Financial Ratios
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Value's current stock value. Our valuation model uses many indicators to compare Fidelity Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Value competition to find correlations between indicators driving Fidelity Value's intrinsic value. More Info.Fidelity Value Discovery is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 66.47 of Year To Date Return per Annual Yield. 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 Value's earnings, one of the primary drivers of an investment's value.Fidelity Value Discovery Systematic Risk
Fidelity Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Value 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.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Fidelity Value Discovery correlated with the market. If Beta is less than 0 Fidelity Value generally moves in the opposite direction as compared to the market. If Fidelity Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Value Discovery is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Value is generally in the same direction as the market. If Beta > 1 Fidelity Value moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Value January 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Value Discovery. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Value Discovery 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 Value's daily price indicators and compare them against related drivers.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 4.48 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 0.9959 |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Value 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 Value security.
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