Fidelity Focused High Fund Manager Performance Evaluation
| FHIFX Fund | USD 8.19 0.01 0.12% |
The fund shows a Beta (market volatility) of 0.0473, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Focused's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Focused is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Focused High are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Fidelity Focused is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of June 2023 | |
| Expense Ratio | 0.7500 |
Fidelity |
Fidelity Focused Relative Risk vs. Return Landscape
If you would invest 810.00 in Fidelity Focused High on September 3, 2024 and sell it today you would earn a total of 9.00 from holding Fidelity Focused High or generate 1.11% return on investment over 90 days. Fidelity Focused High is currently producing 0.0174% returns and takes up 0.1494% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Fidelity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Focused Current Valuation
Overvalued
Today
Please note that Fidelity Focused's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fidelity Focused High shows a prevailing Real Value of $7.53 per share. The current price of the fund is $8.19. We determine the value of Fidelity Focused High from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fidelity Focused is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Focused's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.19 | Real 7.53 | Hype 8.19 | Naive 8.18 |
The intrinsic value of Fidelity Focused's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Fidelity Focused's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Fidelity Focused High helps investors to forecast how Fidelity mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fidelity Focused more accurately as focusing exclusively on Fidelity Focused's fundamentals will not take into account other important factors: Fidelity Focused Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Focused's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Focused High, and traders can use it to determine the average amount a Fidelity Focused's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1163
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FHIFX |
Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Fidelity Focused is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fidelity Focused by adding it to a well-diversified portfolio.
Fidelity Focused Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Focused, and Fidelity Focused fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fidelity Mutual Fund performance.
About Fidelity Focused Performance
Evaluating Fidelity Focused's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Focused has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fidelity Focused has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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 securities that have a higher or lower credit quality. The fund potentially invests in non-income producing securities, including defaulted securities and common stocks. It invests in companies in troubled or uncertain financial condition. The fund invests in domestic and foreign issuers.Things to note about Fidelity Focused High performance evaluation
Checking the ongoing alerts about Fidelity Focused for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Focused High help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 96.35% of its assets under management (AUM) in fixed income securities |
- Analyzing Fidelity Focused's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fidelity Focused's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Focused's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fidelity Focused's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Focused's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Focused's mutual fund. These opinions can provide insight into Fidelity Focused's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |