Fidelity Series is trading at 19.80 as of the 22nd of November 2024; that is 0.56 percent increase since the beginning of the trading day. The fund's open price was 19.69. Fidelity Series has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Fidelity Series Total are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in equity securities included in the Dow Jones U.S. Total Stock Market Index, which is a float-adjusted market capitalization-weighted index that measures the performance of a broad range of equity securities of U.S. More on Fidelity Series Total
Fidelity Series Total [FCFMX] is traded in USA and was established 22nd of November 2024. Fidelity Series is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 58.14 B in assets under management (AUM) with no minimum investment requirementsFidelity Series Total is currently producing year-to-date (YTD) return of 23.71% with the current yeild of 0.01%, while the total return for the last 3 years was 8.0%.
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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 Series Total 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.
Top Fidelity Series Total Mutual Fund Constituents
Other Information on Investing in Fidelity Mutual Fund
Fidelity Series 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 Series security.