Fidelity Focused Stock Fund Quote
| FTQGX Fund | USD 42.27 0.49 1.17% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Fidelity Focused is trading at 42.27 as of the 22nd of November 2024; that is 1.17 percent increase since the beginning of the trading day. The fund's open price was 41.78. Fidelity Focused has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Fidelity Focused Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in stocks. It invests primarily in common stocks. The fund invests in 30-80 stocks. It invests in domestic and foreign issuers. The fund invests in either growth stocks or value stocks or both. The adviser 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 Fidelity Focused Stock
Moving together with Fidelity Mutual Fund
| 0.97 | FPURX | Fidelity Puritan | PairCorr |
| 0.97 | FPUKX | Fidelity Puritan | PairCorr |
| 0.92 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Large Growth, Fidelity Investments, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | October |
Fidelity Focused Stock [FTQGX] is traded in USA and was established 22nd of November 2024. Fidelity Focused is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Fidelity Investments family. This fund currently has accumulated 2.81 B in assets under management (AUM) with no minimum investment requirementsFidelity Focused Stock is currently producing year-to-date (YTD) return of 37.24% with the current yeild of 0.0%, while the total return for the last 3 years was 8.71%.
Check Fidelity Focused 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 Focused Stock 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 Focused Stock Mutual Fund Constituents
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| PTC | PTC Inc | Stock | Information Technology | |
| CRM | Salesforce | Stock | Information Technology | |
| BAC | Bank of America | Stock | Financials | |
| INTU | Intuit Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| MCO | Moodys | Stock | Financials | |
| EL | Estee Lauder Companies | Stock | Consumer Staples |
Fidelity Focused Stock Risk Profiles
| Mean Deviation | 0.7828 | |||
| Semi Deviation | 0.9761 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.18 |
Fidelity Focused Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Focused 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 Focused security.
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