Fidelity Servative Income Fund Manager Performance Evaluation
| FMNDX Fund | USD 10.05 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.0031, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Conservative is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Servative Income are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Fidelity Conservative 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 | 1st of April 2023 |
Fidelity |
Fidelity Conservative Relative Risk vs. Return Landscape
If you would invest 997.00 in Fidelity Servative Income on December 26, 2024 and sell it today you would earn a total of 8.00 from holding Fidelity Servative Income or generate 0.8% return on investment over 90 days. Fidelity Servative Income is currently producing 0.0133% returns and takes up 0.0623% 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 Conservative Current Valuation
Overvalued
Today
Please note that Fidelity Conservative's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fidelity Servative Income shows a prevailing Real Value of $9.84 per share. The current price of the fund is $10.05. We determine the value of Fidelity Servative Income 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 Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Conservative'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 10.05 | Real 9.84 | Hype 10.05 |
The intrinsic value of Fidelity Conservative'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 Conservative'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 Servative Income 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 Conservative more accurately as focusing exclusively on Fidelity Conservative's fundamentals will not take into account other important factors: Fidelity Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Conservative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Servative Income, and traders can use it to determine the average amount a Fidelity Conservative'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 = 0.2142
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| FMNDX |
Based on monthly moving average Fidelity Conservative is performing at about 16% 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 Conservative by adding it to a well-diversified portfolio.
Fidelity Conservative Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Conservative, and Fidelity Conservative 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 | 2.46 B | ||||
About Fidelity Conservative Performance
Evaluating Fidelity Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Conservative 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 Conservative 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 its assets in U.S. dollar-denominated municipal money market securities and high quality investment-grade municipal debt securities whose interest is exempt from federal income tax. It invests up to 10 percent of assets in lower quality investment-grade securities.Things to note about Fidelity Servative Income performance evaluation
Checking the ongoing alerts about Fidelity Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Servative Income 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 about 14.88% of its assets under management (AUM) in cash |
- Analyzing Fidelity Conservative'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 Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Conservative'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 Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Conservative's mutual fund. These opinions can provide insight into Fidelity Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Conservative 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 Conservative security.
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