Fidelity Low Volatility Fund Quote
| FULVX Fund | USD 12.79 0.09 0.71% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Fidelity is trading at 12.79 as of the 24th of November 2024; that is 0.71 percent increase since the beginning of the trading day. The fund's open price was 12.7. Fidelity 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 Low Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2023 and ending today, the 24th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in U.S. equity securities. The advisor employs a strategy that combines fundamental stock selection and quantitative risk management techniques focused on reducing absolute portfolio risk in an effort to produce returns in excess of the Russell 3000 Index over a full market cycle but with lower absolute volatility. More on Fidelity Low Volatility
Moving together with Fidelity Mutual Fund
| 0.89 | FPURX | Fidelity Puritan | PairCorr |
| 0.89 | 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 Blend Funds, Large Blend, Fidelity Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of June 2023 |
| Fiscal Year End | April |
Fidelity Low Volatility [FULVX] is traded in USA and was established 24th of November 2024. Fidelity is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 205.65 M in assets under management (AUM) with no minimum investment requirementsFidelity Low Volatility is currently producing year-to-date (YTD) return of 19.76% with the current yeild of 0.01%, while the total return for the last 3 years was 5.66%.
Check Fidelity 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 Low Volatility 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 Low Volatility Mutual Fund Constituents
| DHI | DR Horton | Stock | Consumer Discretionary | |
| CNP | CenterPoint Energy | Stock | Utilities | |
| TMUS | T Mobile | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| BKI | Black Knight | Stock | Information Technology | |
| K | Kellanova | Stock | Consumer Staples | |
| AEP | American Electric Power | Stock | Utilities | |
| ACN | Accenture plc | Stock | Information Technology |
Fidelity Low Volatility Risk Profiles
| Mean Deviation | 0.4504 | |||
| Semi Deviation | 0.4387 | |||
| Standard Deviation | 0.5716 | |||
| Variance | 0.3268 |
Fidelity Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity 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 security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |