Fidelity Capital is trading at 11.01 as of the 9th of February 2026; that is 1.01 percent increase since the beginning of the trading day. The fund's open price was 10.9. Fidelity Capital has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 11th of November 2025 and ending today, the 9th of February 2026. Click here to learn more.
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.. More on Fidelity Capital Income
Fidelity Capital Income [FAGIX] is traded in USA and was established 9th of February 2026. Fidelity Capital is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Fidelity Investments family. The entity is thematically classified as Junk Bonds Funds. This fund currently has accumulated 14.83 B in assets under management (AUM) with no minimum investment requirementsFidelity Capital Income is currently producing year-to-date (YTD) return of 1.74% with the current yeild of 0.05%, while the total return for the last 3 years was 11.14%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Capital Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The fund retains about 8.78% of assets under management (AUM) in cash. Large Growth To learn more about Fidelity Capital Income call the company at 800-544-8544.
Fidelity Capital Income Investment Alerts
The fund retains about 8.78% of its assets under management (AUM) in cash
Fidelity Capital Thematic Classifications
In addition to having Fidelity Capital mutual fund in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Institutional Mutual Fund Holders for Fidelity Capital
Have you ever been surprised when a price of an equity instrument such as Fidelity Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Fidelity Capital Income backward and forwards among themselves. Fidelity Capital's institutional investor refers to the entity that pools money to purchase Fidelity Capital's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Fidelity Capital's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.
Fidelity Capital Outstanding Bonds
Fidelity Capital issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Fidelity Capital Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Fidelity bonds can be classified according to their maturity, which is the date when Fidelity Capital Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Fidelity Capital intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Fidelity Capital mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Fidelity Capital's time-series forecasting models are one of many Fidelity Capital's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Fidelity Capital's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
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.
