Financial Services Portfolio Fund Quote
| FIDSX Fund | USD 16.65 0.02 0.12% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Financial Services is trading at 16.65 as of the 27th of November 2024; that is 0.12% down since the beginning of the trading day. The fund's open price was 16.67. Financial Services has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Financial Services Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities of companies principally engaged in providing financial services to consumers and industry. It invests primarily in common stocks. 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. More on Financial Services Portfolio
Moving together with Financial Mutual Fund
Moving against Financial Mutual Fund
Financial Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Financial Funds, Financial, Fidelity Investments, Large, Financial (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Financial Services Portfolio [FIDSX] is traded in USA and was established 27th of November 2024. Financial Services is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Financial category and is part of Fidelity Investments family. This fund currently has accumulated 512.21 M in assets under management (AUM) with no minimum investment requirementsFinancial Services is currently producing year-to-date (YTD) return of 39.17% with the current yeild of 0.02%, while the total return for the last 3 years was 12.89%.
Check Financial Services Probability Of Bankruptcy
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 Financial 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 Financial 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 Financial Services Portfolio 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 Financial Services Portfolio Mutual Fund Constituents
| FNF | Fidelity National Financial | Stock | Financials | |
| CBOE | Cboe Global Markets | Stock | Financials | |
| HIG | Hartford Financial Services | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| AGNC | AGNC Investment Corp | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| TRV | The Travelers Companies | Stock | Financials | |
| TFC | Truist Financial Corp | Stock | Financials |
Financial Services Risk Profiles
| Mean Deviation | 0.833 | |||
| Semi Deviation | 0.5078 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.68 |
Financial Services Against Markets
Other Information on Investing in Financial Mutual Fund
Financial Services financial ratios help investors to determine whether Financial 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 Financial with respect to the benefits of owning Financial Services security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |