Fidelity Value Price To Book vs. Equity Positions Weight
| FDVLX Fund | USD 17.05 0.06 0.35% |
For Fidelity Value profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fidelity Value to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fidelity Value Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fidelity Value's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fidelity Value Fund over time as well as its relative position and ranking within its peers.
Fidelity |
Fidelity Value Equity Positions Weight vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Value's current stock value. Our valuation model uses many indicators to compare Fidelity Value value to that of its competitors to determine the firm's financial worth. Fidelity Value Fund is one of the top funds in price to book among similar funds. It also is one of the top funds in equity positions weight among similar funds making about 56.07 of Equity Positions Weight per Price To Book. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Value's earnings, one of the primary drivers of an investment's value.Fidelity Equity Positions Weight vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Fidelity Value |
| = | 1.77 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Fidelity Value |
| = | 99.24 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Fidelity Equity Positions Weight Comparison
Fidelity Value is currently under evaluation in equity positions weight among similar funds.
Fidelity Value Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fidelity Value, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fidelity Value will eventually generate negative long term returns. The profitability progress is the general direction of Fidelity Value's change in net profit over the period of time. It can combine multiple indicators of Fidelity Value, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed assets or that Fidelity Management Research Company LLC believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential . The adviser focuses investments in medium-sized companies, but also may invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.
Fidelity Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fidelity Value. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Fidelity Value position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Fidelity Value's important profitability drivers and their relationship over time.
Use Fidelity Value in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Fidelity Value position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Fidelity Value will appreciate offsetting losses from the drop in the long position's value.Fidelity Value Pair Trading
Fidelity Value Fund Pair Trading Analysis
The ability to find closely correlated positions to Fidelity Value could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fidelity Value when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Fidelity Value - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Fidelity Value Fund to buy it.
The correlation of Fidelity Value is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Fidelity Value moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fidelity Value moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Fidelity Value can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Fidelity Value position
In addition to having Fidelity Value in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Social Domain Thematic Idea Now
Social Domain
New or established large and mid-sized companies that are involved in the social media industry, including entities that provide web-based or mobile media applications and services across across large segment of population in multiple geographical areas. The Social Domain theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Social Domain Theme or any other thematic opportunities.
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Other Information on Investing in Fidelity Mutual Fund
To fully project Fidelity Value's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fidelity Value at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Fidelity Value's income statement, its balance sheet, and the statement of cash flows.
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