Fidelity Total Financials
FTBFX Fund | USD 9.49 0.01 0.11% |
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 Total Fund Summary
Fidelity Total competes with Fidelity Freedom, Fidelity Puritan, Fidelity Puritan, Fidelity Pennsylvania, and Fidelity Freedom. The fund normally invests at least 80 percent of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Bloomberg U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. It invests up to 20 percent of assets in lower-quality debt securities .Specialization | Intermediate Core-Plus Bond, Large |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
ISIN | US31617K8817 |
Business Address | Fidelity Income |
Mutual Fund Family | Fidelity Investments |
Mutual Fund Category | Intermediate Core-Plus Bond |
Benchmark | Dow Jones Industrial |
Phone | 800 544 6666 |
Currency | USD - US Dollar |
Fidelity Total Key Financial Ratios
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Total's current stock value. Our valuation model uses many indicators to compare Fidelity Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Total competition to find correlations between indicators driving Fidelity Total's intrinsic value. More Info.Fidelity Total Bond 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 58.78 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 Total's earnings, one of the primary drivers of an investment's value.Fidelity Total Bond Systematic Risk
Fidelity Total's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Total 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Fidelity Total Bond correlated with the market. If Beta is less than 0 Fidelity Total generally moves in the opposite direction as compared to the market. If Fidelity Total Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Total Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Total is generally in the same direction as the market. If Beta > 1 Fidelity Total moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Total November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Total help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Total Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Total Bond 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 Total's daily price indicators and compare them against related drivers.
Information Ratio | (0.55) | |||
Maximum Drawdown | 1.36 | |||
Value At Risk | (0.52) | |||
Potential Upside | 0.4215 |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Total 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 Total security.
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Fundamental Analysis View fundamental data based on most recent published financial statements |