Fidelity Small Cap Manager Performance
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Fidelity Small are completely uncorrelated.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Fidelity Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Fidelity Small 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 April 2023 | |
| Expense Ratio | 0.5500 |
Fidelity |
Fidelity Small Relative Risk vs. Return Landscape
If you would invest (100.00) in Fidelity Small Cap on November 12, 2025 and sell it today you would earn a total of 100.00 from holding Fidelity Small Cap or generate -100.0% return on investment over 90 days. Fidelity Small Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Fidelity Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fidelity Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Fidelity Small Cap is not yet fully synchronised with the market data | |
| Fidelity Small Cap has some characteristics of a very speculative penny stock | |
| Fidelity Small Cap has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 96.2% of its assets under management (AUM) in equities |
Fidelity Small Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Small, and Fidelity Small 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.
| Price To Earning | 14.79 X | |||
| Price To Book | 1.65 X | |||
| Price To Sales | 0.62 X | |||
Things to note about Fidelity Small Cap performance evaluation
Checking the ongoing alerts about Fidelity Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Small Cap is not yet fully synchronised with the market data | |
| Fidelity Small Cap has some characteristics of a very speculative penny stock | |
| Fidelity Small Cap has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 96.2% of its assets under management (AUM) in equities |
- Analyzing Fidelity Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Small's mutual fund. These opinions can provide insight into Fidelity Small's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in discontinued. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Other Consideration for investing in Fidelity Mutual Fund
If you are still planning to invest in Fidelity Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Fidelity Small's history and understand the potential risks before investing.
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