Fidelity Disciplined Equity Fund Bond Positions Weight
| FDEQX Fund | USD 75.21 0.65 0.87% |
Fidelity Disciplined Equity fundamentals help investors to digest information that contributes to Fidelity Disciplined's financial success or failures. It also enables traders to predict the movement of Fidelity Mutual Fund. The fundamental analysis module provides a way to measure Fidelity Disciplined's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fidelity Disciplined mutual fund.
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Fidelity Disciplined Equity Mutual Fund Bond Positions Weight Analysis
Fidelity Disciplined's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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In accordance with the recently published financial statements, Fidelity Disciplined Equity has a Bond Positions Weight of 0.0%. This is 100.0% lower than that of the Fidelity Investments family and about the same as Large Growth (which currently averages 0.0) category. The bond positions weight for all United States funds is 100.0% higher than that of the company.
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Fund Asset Allocation for Fidelity Disciplined
The fund invests 99.5% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.5%) .Asset allocation divides Fidelity Disciplined's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Fidelity Fundamentals
| Price To Earning | 19.05 X | ||||
| Price To Book | 2.25 X | ||||
| Price To Sales | 1.09 X | ||||
| Total Asset | 1.6 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 27.10 % | ||||
| One Year Return | 32.98 % | ||||
| Three Year Return | 7.25 % | ||||
| Five Year Return | 16.23 % | ||||
| Ten Year Return | 11.63 % | ||||
| Net Asset | 1.65 B | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 0.50 % | ||||
| Equity Positions Weight | 99.50 % |
About Fidelity Disciplined Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Disciplined Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Disciplined using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Disciplined Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Fidelity Disciplined 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 Disciplined security.
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