Fidelity Education Income Fund Manager Performance Evaluation
| FEDUX Fund | USD 9.27 0.01 0.11% |
The fund shows a Beta (market volatility) of 0.0107, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Education's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Education is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Education Income are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Fidelity Education is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreFidelity |
Fidelity Education Relative Risk vs. Return Landscape
If you would invest 924.00 in Fidelity Education Income on November 19, 2025 and sell it today you would earn a total of 4.00 from holding Fidelity Education Income or generate 0.43% return on investment over 90 days. Fidelity Education Income is currently producing 0.0072% returns and takes up 0.0973% 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 Education Current Valuation
Overvalued
Today
Please note that Fidelity Education's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Fidelity Education Income shows a prevailing Real Value of $9.09 per share. The current price of the fund is $9.27. We determine the value of Fidelity Education Income 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 Education is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Education'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 9.27 | Real 9.09 | Hype 9.28 |
The intrinsic value of Fidelity Education'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 Education'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 Education Income 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 Education more accurately as focusing exclusively on Fidelity Education's fundamentals will not take into account other important factors: Fidelity Education Target Price Odds to finish over Current Price
The tendency of Fidelity Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.27 | 90 days | 9.27 | about 8.24 |
Based on a normal probability distribution, the odds of Fidelity Education to move above the current price in 90 days from now is about 8.24 (This Fidelity Education Income probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .
Fidelity Education Price Density |
| Price |
Predictive Modules for Fidelity Education
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fidelity Education Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fidelity Education's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Fidelity Education Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fidelity Education is not an exception. The market had few large corrections towards the Fidelity Education's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Fidelity Education Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fidelity Education within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0057 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.01 | |
Ir | Information ratio | -0.65 |
Fidelity Education 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 Education for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fidelity Education Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
Fidelity Education Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Education, and Fidelity Education 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 | 31.92 M | ||||
About Fidelity Education Performance
Evaluating Fidelity Education's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Education 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 Education 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 primarily in investment-grade debt securities of all types and repurchase agreements for those securities. The Adviser allocates the funds assets among different market sectors and different maturities based on its view of the relative value of each sector or maturity. It may invest the funds assets in securities of foreign issuers in addition to securities of domestic issuers.Things to note about Fidelity Education Income performance evaluation
Checking the ongoing alerts about Fidelity Education for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Education Income 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 all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Fidelity Education'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 Education's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Education'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 Education's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Education's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Education's mutual fund. These opinions can provide insight into Fidelity Education's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Education 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 Education security.
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