Fidelity Series High Fund Quote
| FSHNX Fund | USD 8.72 0.01 0.11% |
Performance17 of 100
| Odds Of DistressLess than 17
|
Fidelity Series is trading at 8.72 as of the 29th of November 2024; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 8.71. Fidelity Series has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Fidelity Series High are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests primarily in income producing debt securities, preferred stocks, and convertible securities, with an emphasis on lower-quality debt securities . It potentially invests in non-income producing securities, including defaulted securities and common stocks. More on Fidelity Series High
Moving together with Fidelity Mutual Fund
| 0.86 | FPURX | Fidelity Puritan | PairCorr |
| 0.86 | FPUKX | Fidelity Puritan | PairCorr |
| 0.78 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, High Yield Bond Funds, High Yield Bond, Fidelity Investments, Large, High Yield Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of June 2023 |
| Fiscal Year End | April |
Fidelity Series High [FSHNX] is traded in USA and was established 29th of November 2024. Fidelity Series is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Fidelity Investments family. This fund currently has accumulated 1.2 B in assets under management (AUM) with no minimum investment requirementsFidelity Series High is currently producing year-to-date (YTD) return of 9.23% with the current yeild of 0.06%, while the total return for the last 3 years was 3.37%.
Check Fidelity Series 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 Series High 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.
Fidelity Series Top Holders
| FIRNX | Fidelity Income Replacement | Mutual Fund | Target-Date Retirement | |
| FIAFX | Fidelity Advisor Freedom | Mutual Fund | Target-Date Retirement | |
| FTAFX | Fidelity Advisor Freedom | Mutual Fund | Target-Date Retirement | |
| FRIMX | Fidelity Income Replacement | Mutual Fund | Target-Date Retirement | |
| FRAMX | Fidelity Income Replacement | Mutual Fund | Target-Date Retirement | |
| FCAFX | Fidelity Advisor Freedom | Mutual Fund | Target-Date Retirement | |
| FIRMX | Fidelity Income Replacement | Mutual Fund | Target-Date Retirement | |
| FTLSX | Fidelity Flex Freedom | Mutual Fund | Target-Date Retirement |
Fidelity Series High Risk Profiles
| Mean Deviation | 0.1255 | |||
| Standard Deviation | 0.164 | |||
| Variance | 0.0269 | |||
| Downside Variance | 0.0364 |
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.
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