Fidelity Series Global Fund Quote
| FSGEX Fund | USD 14.81 0.04 0.27% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity Series is trading at 14.81 as of the 22nd of November 2024; that is 0.27 percent increase since the beginning of the trading day. The fund's open price was 14.77. Fidelity Series 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 Series Global 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 invests at least 80 percent of assets in securities included in the MSCI ACWI ex USA Index and in depositary receipts representing securities included in the index. The advisor uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, priceearnings ratio, pricebook ratio, earnings growth, country weightings, and the effect of foreign taxes to attempt to replicate the returns of the index.. More on Fidelity Series Global
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Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Fidelity Investments, Large Blend, Foreign Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | October |
Fidelity Series Global [FSGEX] 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 Foreign Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 37.8 B in assets under management (AUM) with no minimum investment requirementsFidelity Series Global is currently producing year-to-date (YTD) return of 5.99% with the current yeild of 0.03%, while the total return for the last 3 years was 0.37%.
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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 Global 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 Global Mutual Fund Constituents
| SSNLF | Samsung Electronics Co | Pink Sheet | US Pink Sheet | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| NOVN | Novan Inc | Stock | Health Care | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General | |
| ROG | Rogers | Stock | Information Technology |
Fidelity Series Top Holders
| FPIPX | Fidelity Freedom Index | Mutual Fund | Target-Date 2040 | |
| FFEGX | Fidelity Freedom Index | Mutual Fund | Target-Date 2030 | |
| FFIJX | Fidelity Freedom Index | Mutual Fund | Target-Date 2065+ | |
| FFOLX | Fidelity Freedom Index | Mutual Fund | Target-Date 2045 | |
| FLIFX | Fidelity Freedom Index | Mutual Fund | Target-Date 2015 | |
| FIHFX | Fidelity Freedom Index | Mutual Fund | Target-Date 2035 | |
| FXIFX | Fidelity Freedom Index | Mutual Fund | Target-Date 2030 | |
| FCYPX | Fidelity Freedom Index | Mutual Fund | Target-Date 2000-2010 |
Fidelity Series Global Risk Profiles
| Mean Deviation | 0.6544 | |||
| Standard Deviation | 0.8571 | |||
| Variance | 0.7345 | |||
| Risk Adjusted Performance | (0.03) |
Fidelity Series Against Markets
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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
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