Fidelity Managed Financial Statements From 2010 to 2024
| FRHMX Fund | USD 56.56 0.10 0.18% |
Check Fidelity Managed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Fidelity Managed's main balance sheet or income statement drivers, such as , as well as many indicators such as . Fidelity financial statements analysis is a perfect complement when working with Fidelity Managed Valuation or Volatility modules.
Fidelity |
Fidelity Managed Retirement Mutual Fund One Year Return Analysis
Fidelity Managed's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fidelity Managed One Year Return | 9.33 % |
Most of Fidelity Managed's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fidelity Managed Retirement is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Fidelity Managed Retirement has an One Year Return of 9.3251%. This is 151.35% higher than that of the Fidelity Investments family and significantly higher than that of the Target-Date Retirement category. The one year return for all United States funds is notably lower than that of the firm.
Fidelity Managed Ret Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Managed's current stock value. Our valuation model uses many indicators to compare Fidelity Managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Managed competition to find correlations between indicators driving Fidelity Managed's intrinsic value. More Info.Fidelity Managed Retirement is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 156.59 of Year To Date Return per Annual Yield. 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 Managed's earnings, one of the primary drivers of an investment's value.About Fidelity Managed Financial Statements
Fidelity Managed investors use historical fundamental indicators, such as Fidelity Managed's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Fidelity Managed. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a stable neutral asset allocation strategy.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Fidelity Mutual Fund
Fidelity Managed 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 Managed security.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |