Fidelity Series Small Fund Fundamentals
| FSOPX Fund | USD 17.38 0.06 0.34% |
As of the 29th of January, Fidelity Series shows the Coefficient Of Variation of 534.99, mean deviation of 0.824, and Downside Deviation of 1.04. Fidelity Series Small technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Fidelity Series' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Fidelity Series' valuation are provided below:Fidelity Series Small does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Fidelity |
Fidelity Series 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Fidelity Series' mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Fidelity Series.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Fidelity Series on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Fidelity Series Small or generate 0.0% return on investment in Fidelity Series over 90 days. Fidelity Series is related to or competes with Fidelity Advisor, Franklin Biotechnology, Blackrock Science, Allianzgi Technology, Hennessy Technology, Mfs Technology, and Biotechnology Ultrasector. The fund normally invests primarily in common stocks More
Fidelity Series Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Fidelity Series' mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Fidelity Series Small upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.04 | |||
| Information Ratio | 0.119 | |||
| Maximum Drawdown | 5.5 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 1.93 |
Fidelity Series Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Series' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Fidelity Series' standard deviation. In reality, there are many statistical measures that can use Fidelity Series historical prices to predict the future Fidelity Series' volatility.| Risk Adjusted Performance | 0.1408 | |||
| Jensen Alpha | 0.1251 | |||
| Total Risk Alpha | 0.0989 | |||
| Sortino Ratio | 0.1267 | |||
| Treynor Ratio | 0.1789 |
Fidelity Series January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1408 | |||
| Market Risk Adjusted Performance | 0.1889 | |||
| Mean Deviation | 0.824 | |||
| Semi Deviation | 0.7894 | |||
| Downside Deviation | 1.04 | |||
| Coefficient Of Variation | 534.99 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.22 | |||
| Information Ratio | 0.119 | |||
| Jensen Alpha | 0.1251 | |||
| Total Risk Alpha | 0.0989 | |||
| Sortino Ratio | 0.1267 | |||
| Treynor Ratio | 0.1789 | |||
| Maximum Drawdown | 5.5 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 1.93 | |||
| Downside Variance | 1.08 | |||
| Semi Variance | 0.6231 | |||
| Expected Short fall | (0.89) | |||
| Skewness | 0.4914 | |||
| Kurtosis | 1.32 |
Fidelity Series Small Backtested Returns
Fidelity Series appears to be very steady, given 3 months investment horizon. Fidelity Series Small secures Sharpe Ratio (or Efficiency) of 0.2, which denotes the fund had a 0.2 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Fidelity Series Small, which you can use to evaluate the volatility of the entity. Please utilize Fidelity Series' Mean Deviation of 0.824, coefficient of variation of 534.99, and Downside Deviation of 1.04 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.1, which means a somewhat significant risk relative to the market. Fidelity Series returns are very sensitive to returns on the market. As the market goes up or down, Fidelity Series is expected to follow.
Auto-correlation | 0.88 |
Very good predictability
Fidelity Series Small has very good predictability. Overlapping area represents the amount of predictability between Fidelity Series time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Fidelity Series Small price movement. The serial correlation of 0.88 indicates that approximately 88.0% of current Fidelity Series price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.88 | |
| Spearman Rank Test | 0.83 | |
| Residual Average | 0.0 | |
| Price Variance | 0.2 |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
| Competition |
Based on the latest financial disclosure, Fidelity Series Small has a Price To Sales of 1.27 times. This is 41.11% higher than that of the Fidelity Investments family and significantly higher than that of the Small Blend category. The price to sales for all United States funds is notably lower than that of the firm.
Fidelity Series Small Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Series's current stock value. Our valuation model uses many indicators to compare Fidelity Series value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Series competition to find correlations between indicators driving Fidelity Series's intrinsic value. More Info.Fidelity Series Small is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fidelity Series Small is roughly 9.06 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Series' earnings, one of the primary drivers of an investment's value.Fidelity Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidelity Series' direct or indirect competition against its Price To Sales to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Fidelity Series could also be used in its relative valuation, which is a method of valuing Fidelity Series by comparing valuation metrics of similar companies.Fidelity Series is currently under evaluation in price to sales among similar funds.
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Series's current stock value. Our valuation model uses many indicators to compare Fidelity Series value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Series competition to find correlations between indicators driving Fidelity Series's intrinsic value. More Info.Fidelity Series Small is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Fidelity Series Small is roughly 9.06 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fidelity Series' earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Fidelity Series
The fund consists of 97.6% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Fidelity Series' 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 | 20.29 X | |||
| Price To Book | 2.24 X | |||
| Price To Sales | 1.27 X | |||
| Total Asset | 4.62 B | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 7.52 % | |||
| One Year Return | 20.93 % | |||
| Three Year Return | 16.80 % | |||
| Five Year Return | 11.64 % | |||
| Ten Year Return | 9.54 % | |||
| Net Asset | 4.62 B | |||
| Last Dividend Paid | 0.06 | |||
| Cash Position Weight | 2.08 % | |||
| Equity Positions Weight | 97.60 % |
About Fidelity Series Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Series Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Series using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Series Small 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.The fund normally invests primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies with small market capitalizations.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Fidelity Mutual Fund
Fidelity Series 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 Series security.
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