Fidelity Founders Fund Manager Performance Evaluation
| FIFNX Fund | USD 21.40 0.48 2.19% |
The fund shows a Beta (market volatility) of -0.23, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fidelity Founders are expected to decrease at a much lower rate. During the bear market, Fidelity Founders is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fidelity Founders 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 basic indicators 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.
...more| Expense Ratio Date | 29th of June 2023 | |
| Expense Ratio | 0.7200 |
Fidelity |
Fidelity Founders Relative Risk vs. Return Landscape
If you would invest 2,525 in Fidelity Founders on December 14, 2024 and sell it today you would lose (385.00) from holding Fidelity Founders or give up 15.25% of portfolio value over 90 days. Fidelity Founders is currently producing negative expected returns and takes up 1.4525% volatility of returns over 90 trading days. Put another way, 12% 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 Founders Current Valuation
Overvalued
Today
Please note that Fidelity Founders' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fidelity Founders shows a prevailing Real Value of $20.09 per share. The current price of the fund is $21.4. We determine the value of Fidelity Founders 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 Founders is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Founders' 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 21.4 | Real 20.09 | Hype 21.4 |
The intrinsic value of Fidelity Founders' 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 Founders' 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 Founders 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 Founders more accurately as focusing exclusively on Fidelity Founders' fundamentals will not take into account other important factors: Fidelity Founders Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Founders' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Founders, and traders can use it to determine the average amount a Fidelity Founders' 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 = -0.1856
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FIFNX |
Estimated Market Risk
| 1.45 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Founders 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 Founders by adding Fidelity Founders to a well-diversified portfolio.
Fidelity Founders Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Founders, and Fidelity Founders 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.
| Total Asset | 66.65 M | ||||
About Fidelity Founders Performance
Evaluating Fidelity Founders' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Founders 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 Founders 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 normally invests primarily in equity securities of founder-involved companies. Founder-involved companies are those for which, at the time of the funds initial purchase, a founder is a member of the senior management team or the companys board of directors. The fund uses quantitative analysis to evaluate growth potential, valuation, liquidity, and investment risk, along with fundamental analysis of factors such as each issuers financial condition, its industry position, and market and economic conditions to select investments.Things to note about Fidelity Founders performance evaluation
Checking the ongoing alerts about Fidelity Founders for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Founders help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Founders generated a negative expected return over the last 90 days | |
| The fund retains 96.49% of its assets under management (AUM) in equities |
- Analyzing Fidelity Founders' 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 Founders' stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Founders' 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 Founders' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Founders' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Founders' mutual fund. These opinions can provide insight into Fidelity Founders' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Founders 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 Founders security.
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