Fidelity Managed Retirement Fund Manager Performance Evaluation
| FRHMX Fund | USD 56.76 0.20 0.35% |
The fund shows a Beta (market volatility) of 0.12, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Managed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Managed is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Managed Retirement are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Fidelity Managed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.2500 |
Fidelity |
Fidelity Managed Relative Risk vs. Return Landscape
If you would invest 5,622 in Fidelity Managed Retirement on September 1, 2024 and sell it today you would earn a total of 54.00 from holding Fidelity Managed Retirement or generate 0.96% return on investment over 90 days. Fidelity Managed Retirement is currently producing 0.0155% returns and takes up 0.2587% volatility of returns over 90 trading days. Put another way, 2% 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 Managed Current Valuation
Fairly Valued
Today
Please note that Fidelity Managed's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Managed Ret shows a prevailing Real Value of $56.72 per share. The current price of the fund is $56.76. We determine the value of Fidelity Managed Ret 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 Managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Managed'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 56.76 | Real 56.72 | Hype 56.76 | Naive 56.86 |
The intrinsic value of Fidelity Managed'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 Managed'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 Managed Retirement 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 Managed more accurately as focusing exclusively on Fidelity Managed's fundamentals will not take into account other important factors: Fidelity Managed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Managed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Managed Retirement, and traders can use it to determine the average amount a Fidelity Managed'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 = 0.0599
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FRHMX |
Estimated Market Risk
| 0.26 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Fidelity Managed is performing at about 4% 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 Managed by adding it to a well-diversified portfolio.
Fidelity Managed Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Managed, and Fidelity Managed 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.
| Total Asset | 17.1 M | ||||
About Fidelity Managed Performance
Evaluating Fidelity Managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Managed 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 Managed 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 in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a stable neutral asset allocation strategy.Things to note about Fidelity Managed Ret performance evaluation
Checking the ongoing alerts about Fidelity Managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Managed Ret 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 7.73% of its assets under management (AUM) in fixed income securities |
- Analyzing Fidelity Managed'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 Managed's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Managed'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 Managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Managed's mutual fund. These opinions can provide insight into Fidelity Managed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Managed 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 Managed security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |