Fidelity Small Cap Manager Performance
| FCPEXDelisted Fund | USD 13.62 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.24, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Small is expected to be smaller as well.
Risk-Adjusted Performance
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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 1,362 in Fidelity Small Cap on September 1, 2024 and sell it today you would earn a total of 0.00 from holding Fidelity Small Cap or generate 0.0% 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 |
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Fidelity Small Current Valuation
Overvalued
Today
Please note that Fidelity Small's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fidelity Small Cap shows a prevailing Real Value of $12.42 per share. The current price of the fund is $13.62. We determine the value of Fidelity Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Small'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 13.62 | Real 12.42 | Hype 13.62 | Naive 13.89 |
The intrinsic value of Fidelity Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Fidelity Small's fundamentals will not take into account other important factors: Fidelity Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidelity Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Fidelity Small Cap, and traders can use it to determine the average amount a Fidelity Small'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 = 0.0
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Based on monthly moving average Fidelity Small is not performing at its full potential. However, 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 Small by adding Fidelity Small to a well-diversified portfolio.
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 | |||
About Fidelity Small Performance
Evaluating Fidelity Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Small 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 Small 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 normally invests at least 80 percent of assets in common stocks included in the Russell 2000 Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap segment of the U.S. equity market. Fidelity Small is traded on NASDAQ Exchange in the United States.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 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 income. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
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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