Fidelity Large Cap Fund Manager Performance Evaluation
| FSPGX Fund | USD 45.57 0.37 0.81% |
The fund shows a Beta (market volatility) of 0.19, which means not very significant fluctuations relative to the market. As returns on the market increase, Fidelity Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Large is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Fidelity Large Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Fidelity Large 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 | 28th of June 2025 | |
| Expense Ratio | 0.0350 |
Fidelity |
Fidelity Large Relative Risk vs. Return Landscape
If you would invest 4,762 in Fidelity Large Cap on November 3, 2025 and sell it today you would lose (205.00) from holding Fidelity Large Cap or give up 4.3% of portfolio value over 90 days. Fidelity Large Cap is currently producing negative expected returns and takes up 0.9373% volatility of returns over 90 trading days. Put another way, 8% 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 Large Current Valuation
Undervalued
Today
Please note that Fidelity Large's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Fidelity Large Cap shows a prevailing Real Value of $46.96 per share. The current price of the fund is $45.57. We determine the value of Fidelity Large 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 Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Large'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 45.57 | Real 46.96 | Hype 56.31 | Naive 45.79 |
The intrinsic value of Fidelity Large'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 Large'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 Large 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 Large more accurately as focusing exclusively on Fidelity Large's fundamentals will not take into account other important factors: Fidelity Large 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 |
| 45.57 | 90 days | 45.57 | about 84.13 |
Based on a normal probability distribution, the odds of Fidelity Large to move above the current price in 90 days from now is about 84.13 (This Fidelity Large Cap probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Fidelity Large has a beta of 0.19. This usually indicates as returns on the market go up, Fidelity Large average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fidelity Large Cap will be expected to be much smaller as well. Additionally Fidelity Large Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Fidelity Large Price Density |
| Price |
Predictive Modules for Fidelity Large
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 Large Cap. 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.Fidelity Large Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fidelity Large is not an exception. The market had few large corrections towards the Fidelity Large'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 Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fidelity Large within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.08 | |
β | Beta against Dow Jones | 0.19 | |
σ | Overall volatility | 0.64 | |
Ir | Information ratio | -0.12 |
Fidelity Large 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 Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fidelity Large 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 Large Cap generated a negative expected return over the last 90 days | |
| The fund retains 99.7% of its assets under management (AUM) in equities |
Fidelity Large Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Large, and Fidelity Large 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 | 43.32 B | ||||
About Fidelity Large Performance
Evaluating Fidelity Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Large 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 Large 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 its assets in securities included in the Russell 1000 Growth Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap growth segment of the U.S. equity market. Fidelity Large is traded on NASDAQ Exchange in the United States.Things to note about Fidelity Large Cap performance evaluation
Checking the ongoing alerts about Fidelity Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Fidelity Large Cap generated a negative expected return over the last 90 days | |
| The fund retains 99.7% of its assets under management (AUM) in equities |
- Analyzing Fidelity Large'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 Large's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Large'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 Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Large's mutual fund. These opinions can provide insight into Fidelity Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Fidelity Mutual Fund
Fidelity Large 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 Large security.
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