Fidelity Mid Cap Stock Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Fidelity Mid-cap are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Fidelity Mid Cap Stock has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Fidelity Mid-cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of June 2023 |
Fidelity |
Fidelity Mid-cap Relative Risk vs. Return Landscape
If you would invest (100.00) in Fidelity Mid Cap Stock on December 24, 2024 and sell it today you would earn a total of 100.00 from holding Fidelity Mid Cap Stock or generate -100.0% return on investment over 90 days. Fidelity Mid Cap Stock is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 Mid-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Mid-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Mid Cap Stock, and traders can use it to determine the average amount a Fidelity Mid-cap'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 = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Fidelity Mid-cap 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 Mid-cap by adding Fidelity Mid-cap to a well-diversified portfolio.
Fidelity Mid-cap Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Mid-cap, and Fidelity Mid-cap 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 | 21.43 X | ||||
| Price To Book | 2.09 X | ||||
| Price To Sales | 1.61 X | ||||
| Total Asset | 6.45 B | ||||
Things to note about Fidelity Mid Cap performance evaluation
Checking the ongoing alerts about Fidelity Mid-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Mid Cap is not yet fully synchronised with the market data | |
| Fidelity Mid Cap has some characteristics of a very speculative penny stock | |
| The fund retains 93.34% of its assets under management (AUM) in equities |
- Analyzing Fidelity Mid-cap'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 Mid-cap's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Mid-cap'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 Mid-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Mid-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Mid-cap's mutual fund. These opinions can provide insight into Fidelity Mid-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Other Tools for Fidelity Mutual Fund
When running Fidelity Mid-cap's price analysis, check to measure Fidelity Mid-cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fidelity Mid-cap is operating at the current time. Most of Fidelity Mid-cap's value examination focuses on studying past and present price action to predict the probability of Fidelity Mid-cap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fidelity Mid-cap's price. Additionally, you may evaluate how the addition of Fidelity Mid-cap to your portfolios can decrease your overall portfolio volatility.
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