Fidelity Growth Strategies Fund Manager Performance Evaluation
| FAGKX Fund | USD 67.00 0.93 1.41% |
The fund shows a Beta (market volatility) of 0.85, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Growth is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fidelity Growth Strategies has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward-looking signals remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
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| Expense Ratio | 0.6800 |
Fidelity |
Fidelity Growth Relative Risk vs. Return Landscape
If you would invest 7,816 in Fidelity Growth Strategies on December 2, 2024 and sell it today you would lose (1,116) from holding Fidelity Growth Strategies or give up 14.28% of portfolio value over 90 days. Fidelity Growth Strategies is currently producing negative expected returns and takes up 1.7697% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Fidelity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Growth Current Valuation
Overvalued
Today
Please note that Fidelity Growth's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fidelity Growth Stra shows a prevailing Real Value of $57.62 per share. The current price of the fund is $67.0. We determine the value of Fidelity Growth Stra from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fidelity Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Growth's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 67.0 | Real 57.62 | Hype 66.2 | Naive 64.9 |
The intrinsic value of Fidelity Growth's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Fidelity Growth's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Fidelity Growth Strategies helps investors to forecast how Fidelity mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fidelity Growth more accurately as focusing exclusively on Fidelity Growth's fundamentals will not take into account other important factors: Fidelity Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Growth Strategies, and traders can use it to determine the average amount a Fidelity Growth's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1337
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FAGKX |
Estimated Market Risk
| 1.77 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.24 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Growth is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fidelity Growth by adding Fidelity Growth to a well-diversified portfolio.
Fidelity Growth Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Growth, and Fidelity Growth fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fidelity Mutual Fund performance.
| Price To Earning | 21.12 X | ||||
| Price To Book | 4.26 X | ||||
| Price To Sales | 1.55 X | ||||
| Total Asset | 3.13 B | ||||
About Fidelity Growth Performance
Evaluating Fidelity Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Growth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fidelity Growth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund primarily invests in common stocks. It invests in companies the advisor believes offer the potential for accelerated earnings or revenue growth . The advisor focuses investments in medium-sized companies, but may also invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.Things to note about Fidelity Growth Stra performance evaluation
Checking the ongoing alerts about Fidelity Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Growth Stra help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Growth Stra generated a negative expected return over the last 90 days | |
| The fund retains 98.47% of its assets under management (AUM) in equities |
- Analyzing Fidelity Growth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fidelity Growth's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Growth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fidelity Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Growth's mutual fund. These opinions can provide insight into Fidelity Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Growth 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 Growth security.
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