Fidelity Natural Resources Fund Quote

FNARX Fund  USD 46.28  0.71  1.51%   

Performance

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Odds Of Distress

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Fidelity Natural is trading at 46.28 as of the 26th of November 2024; that is 1.51 percent decrease since the beginning of the trading day. The fund's open price was 46.99. Fidelity Natural has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Fidelity Natural Resources are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th 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 owning or developing natural resources, or supplying goods and services to such companies, and in precious metals. It invests primarily in common stocks and in certain precious metals. More on Fidelity Natural Resources

Moving together with Fidelity Mutual Fund

  0.61FQIPX Fidelity Freedom IndexPairCorr

Moving against Fidelity Mutual Fund

  0.39FRESX Fidelity Real EstatePairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Value Funds, Equity Energy Funds, Equity Energy, Fidelity Investments, Large, Equity Energy (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of April 2023
Fiscal Year EndFebruary
Fidelity Natural Resources [FNARX] is traded in USA and was established 26th of November 2024. Fidelity Natural is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Equity Energy category and is part of Fidelity Investments family. This fund currently has accumulated 614.88 M in assets under management (AUM) with no minimum investment requirementsFidelity Natural Res is currently producing year-to-date (YTD) return of 15.45% with the current yeild of 0.01%, while the total return for the last 3 years was 20.4%.
Check Fidelity Natural 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 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 Natural Resources 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 Natural Resources Mutual Fund Constituents

EPDEnterprise Products PartnersStockEnergy
DKDelek EnergyStockEnergy
PAAPlains All AmericanStockEnergy
XOMExxon Mobil CorpStockEnergy
APAAPA CorporationStockEnergy
WMBWilliams CompaniesStockEnergy
VLOValero EnergyStockEnergy
PXDPioneer Natural ResourcesStockEnergy
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Fidelity Natural Res Risk Profiles

Fidelity Natural Against Markets

Other Information on Investing in Fidelity Mutual Fund

Fidelity Natural 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 Natural security.
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