Fidelity Managed Financials
| FHRVX Fund | USD 54.66 0.09 0.16% |
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 Managed Fund Summary
Fidelity Managed competes with Fidelity Freedom, Fidelity Freedom, Fidelity Freedom, ABIVAX Société, and HUMANA. The fund invests in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.Specialization | Target-Date 2020, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fidelity Income |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | Target-Date 2020 |
| Benchmark | Dow Jones Industrial |
| Phone | 800 835 5092 |
| Currency | USD - US Dollar |
Fidelity Managed Key Financial Ratios
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Managed's current stock value. Our valuation model uses many indicators to compare Fidelity Managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Managed competition to find correlations between indicators driving Fidelity Managed's intrinsic value. More Info.Fidelity Managed Retirement 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 247.28 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 Managed's earnings, one of the primary drivers of an investment's value.Fidelity Managed Ret Systematic Risk
Fidelity Managed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Managed 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Fidelity Managed Ret correlated with the market. If Beta is less than 0 Fidelity Managed generally moves in the opposite direction as compared to the market. If Fidelity Managed Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Managed Ret is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Managed is generally in the same direction as the market. If Beta > 1 Fidelity Managed moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Managed Thematic Clasifications
Fidelity Managed Retirement is part of Moderate Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with moderate expected return and risk. Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time
This theme covers Funds with moderate expected return and risk. Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. Get More Thematic Ideas
Fidelity Managed Retirement is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Target-Date 2020 category is currently estimated at about 140.33 Billion. Fidelity Managed adds roughly 5.63 Million in net asset claiming only tiny portion of funds listed under Target-Date 2020 category.| Moderate Funds | View |
Fidelity Managed November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Managed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Managed Retirement. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Managed Retirement 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 Managed's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3196 | |||
| Information Ratio | (0.38) | |||
| Maximum Drawdown | 1.54 | |||
| Value At Risk | (0.55) | |||
| Potential Upside | 0.5552 |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Managed 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 Managed security.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |