Fidelity Capital Financials
| FAGIX Fund | USD 10.28 0.04 0.39% |
Fidelity |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Fidelity Capital Fund Summary
Fidelity Capital competes with Fidelity High, Fidelity New, Fidelity Total, Fidelity Balanced, and Fidelity Real. The fund invests in equity and debt securities, including defaulted securities, with an emphasis on lower-quality debt securities. It invests in companies in troubled or uncertain financial condition. The fund invests in domestic and foreign issuers. The advisor uses fundamental analysis of each issuers financial condition and industry position and market and economic conditions to select investments.Specialization | High Yield Bond, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3160621088 |
| Business Address | Fidelity Summer Street |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | High Yield Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 544 8544 |
| Currency | USD - US Dollar |
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Capital's current stock value. Our valuation model uses many indicators to compare Fidelity Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Capital competition to find correlations between indicators driving Fidelity Capital's intrinsic value. More Info.Fidelity Capital Income is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fidelity Capital Income is roughly 6.20 . 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 Capital's earnings, one of the primary drivers of an investment's value.Fidelity Capital Income Systematic Risk
Fidelity Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Fidelity Capital Income correlated with the market. If Beta is less than 0 Fidelity Capital generally moves in the opposite direction as compared to the market. If Fidelity Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Capital Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Capital is generally in the same direction as the market. If Beta > 1 Fidelity Capital moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Capital Thematic Clasifications
Fidelity Capital Income is part of Junk Bonds Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with bonds rated BB or lower. Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues
This theme covers Funds with bonds rated BB or lower. Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues. Get More Thematic Ideas
Fidelity Capital Income is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of High Yield Bond category is currently estimated at about 92.89 Billion. Fidelity Capital retains roughly 11.52 Billion in net asset claiming about 12% of all funds under High Yield Bond category.| Junk Bonds Funds | View |
Fidelity Capital January 30, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Capital Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Capital Income based on widely used predictive technical indicators. In general, we focus on analyzing Fidelity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fidelity Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4623 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 2.24 | |||
| Value At Risk | (0.39) | |||
| Potential Upside | 0.5882 |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Capital 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 Capital security.
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