Fidelity Global is trading at 15.21 as of the 30th of November 2024; that is 0.80 percent up since the beginning of the trading day. The fund's open price was 15.09. Fidelity Global has about a 21 % 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 Global Ex are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of February 2023 and ending today, the 30th 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 MSCI ACWI ex USA Index.. More on Fidelity Global Ex
Fidelity Global Ex [FSGGX] is traded in USA and was established 30th of November 2024. Fidelity Global 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 9.09 B in assets under management (AUM) with no minimum investment requirementsFidelity Global Ex is currently producing year-to-date (YTD) return of 6.96% with the current yeild of 0.03%, while the total return for the last 3 years was 1.33%.
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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 Global Ex 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.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Global 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 Global security.
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