Fidelity Value Financials
| FVDFX Fund | USD 37.04 0.23 0.62% |
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 Value Fund Summary
Fidelity Value competes with Fidelity Blue, Fidelity Stock, Fidelity Mid, Fidelity Advisor, and Fidelity Small. The fund normally invests primarily in common stocks. It invests in securities of companies that Fidelity Management Research Company believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3163455039 |
| Business Address | Fidelity Puritan Trust |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 544 8544 |
| Currency | USD - US Dollar |
Fidelity Value Key Financial Ratios
Fidelity Financial Ratios Relationships
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. You can analyze the relationship between different fundamental ratios across Fidelity Value competition to find correlations between indicators driving Fidelity Value's intrinsic value. More Info.Fidelity Value Discovery 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 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fidelity Value Discovery is roughly 9.19 . 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 Value Discovery Systematic Risk
Fidelity Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Value 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-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Fidelity Value Discovery correlated with the market. If Beta is less than 0 Fidelity Value generally moves in the opposite direction as compared to the market. If Fidelity Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Value Discovery is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Value is generally in the same direction as the market. If Beta > 1 Fidelity Value moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Value February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Value Discovery. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Value Discovery 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 Value's daily price indicators and compare them against related drivers.
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 4.38 | |||
| Value At Risk | (0.86) | |||
| Potential Upside | 1.01 |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Value 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 Value security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |