Fidelity Large Cap Fund Manager Performance Evaluation
| FLCOX Fund | USD 19.75 0.01 0.05% |
The fund shows a Beta (market volatility) of 0.83, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Large is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Large Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Fidelity Large may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 29th of June 2023 | |
| Expense Ratio | 0.0350 |
Fidelity |
Fidelity Large Relative Risk vs. Return Landscape
If you would invest 1,832 in Fidelity Large Cap on August 31, 2024 and sell it today you would earn a total of 143.00 from holding Fidelity Large Cap or generate 7.81% return on investment over 90 days. Fidelity Large Cap is currently producing 0.1215% returns and takes up 0.6607% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Fidelity, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Large Current Valuation
Fairly Valued
Today
Please note that Fidelity Large's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Large Cap shows a prevailing Real Value of $19.53 per share. The current price of the fund is $19.75. We determine the value of Fidelity Large Cap 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 Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Large'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 19.75 | Real 19.53 | Hype 19.75 | Naive 19.86 |
The intrinsic value of Fidelity Large'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 Large'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 Large Cap 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 Large more accurately as focusing exclusively on Fidelity Large's fundamentals will not take into account other important factors: Fidelity Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Large Cap, and traders can use it to determine the average amount a Fidelity Large'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 = 0.1839
| Best Portfolio | Best Equity | |||
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| Cash | FLCOX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Fidelity Large is performing at about 14% of its full potential. 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 Large by adding it to a well-diversified portfolio.
Fidelity Large Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Large, and Fidelity Large 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.
About Fidelity Large Performance
Evaluating Fidelity Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Large 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 Large 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 at least 80 percent of assets in securities included in the Russell 1000 Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. equity market. The advisor lends securities to earn income for the fund.Things to note about Fidelity Large Cap performance evaluation
Checking the ongoing alerts about Fidelity Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.72% of its assets under management (AUM) in equities |
- Analyzing Fidelity Large'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 Large's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Large's mutual fund. These opinions can provide insight into Fidelity Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Large 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 Large security.
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