Fidelity Low Volatility Fund Quote
| FULVX Fund | USD 11.90 0.07 0.59% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity is trading at 11.90 as of the 6th of January 2025; that is 0.59 percent increase since the beginning of the trading day. The fund's open price was 11.83. Fidelity 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 7th of December 2024 and ending today, the 6th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in U.S. equity securities. The advisor employs a strategy that combines fundamental stock selection and quantitative risk management techniques focused on reducing absolute portfolio risk in an effort to produce returns in excess of the Russell 3000 Index over a full market cycle but with lower absolute volatility. More on Fidelity Low Volatility
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Large Blend, Fidelity Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of June 2023 |
| Fiscal Year End | April |
Fidelity Low Volatility [FULVX] is traded in USA and was established 6th of January 2025. Fidelity is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 205.65 M in assets under management (AUM) with no minimum investment requirementsFidelity Low Volatility is currently producing year-to-date (YTD) return of 0.25% with the current yeild of 0.01%, while the total return for the last 3 years was 3.2%.
Check Fidelity 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 Low Volatility 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 Low Volatility Mutual Fund Constituents
| BRO | Brown Brown | Stock | Financials | |
| KEYS | Keysight Technologies | Stock | Information Technology | |
| DLTR | Dollar Tree | Stock | Consumer Staples | |
| SJM | JM Smucker | Stock | Consumer Staples | |
| LSTR | Landstar System | Stock | Industrials | |
| LEN | Lennar | Stock | Consumer Discretionary | |
| BKI | Black Knight | Stock | Information Technology | |
| BMY | Bristol Myers Squibb | Stock | Health Care |
Fidelity Low Volatility Risk Profiles
| Mean Deviation | 0.4802 | |||
| Standard Deviation | 0.6617 | |||
| Variance | 0.4378 | |||
| Risk Adjusted Performance | (0.08) |
Fidelity Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity 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 security.
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