Fidelity Series Stock Fund Quote
| FBLEX Fund | USD 13.60 0.01 0.07% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Series is trading at 13.60 as of the 21st of March 2025; that is 0.07 percent decrease since the beginning of the trading day. The fund's open price was 13.61. Fidelity Series has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in stocks of companies with large market capitalizations . 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 .. More on Fidelity Series Stock
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Large Value, Fidelity Investments, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of April 2023 |
| Fiscal Year End | January |
Fidelity Series Stock [FBLEX] is traded in USA and was established 21st of March 2025. Fidelity Series is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Fidelity Investments family. This fund currently has accumulated 10.05 B in assets under management (AUM) with no minimum investment requirementsFidelity Series Stock is currently producing year-to-date (YTD) return of 1.66% with the current yeild of 0.02%, while the total return for the last 3 years was 10.48%.
Check Fidelity Series Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Series Stock Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Series Stock Mutual Fund Constituents
| GE | GE Aerospace | Stock | Industrials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| DFS | Discover Financial Services | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| IWD | iShares Russell 1000 | Etf | Large Value | |
| MRK | Merck Company | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples |
Fidelity Series Top Holders
| FDGLX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2030 | |
| FFFGX | Fidelity Freedom 2045 | Mutual Fund | Target-Date 2045 | |
| FNSBX | Fidelity Freedom 2050 | Mutual Fund | Target-Date 2050 | |
| FZTKX | Fidelity Freedom 2050 | Mutual Fund | Target-Date 2050 | |
| FATWX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2025 | |
| FDKVX | Fidelity Freedom 2060 | Mutual Fund | Target-Date 2060+ | |
| FCFEX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2030 | |
| FHFCX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2055 |
Fidelity Series Stock Risk Profiles
| Mean Deviation | 0.663 | |||
| Standard Deviation | 0.8694 | |||
| Variance | 0.7558 | |||
| Risk Adjusted Performance | (0.05) |
Fidelity Series Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Series 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 Series security.
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