Fidelity Strategic Three Year Return vs. Equity Positions Weight
| FASDX Fund | USD 17.83 0.02 0.11% |
For Fidelity Strategic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fidelity Strategic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fidelity Strategic Dividend utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fidelity Strategic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fidelity Strategic Dividend over time as well as its relative position and ranking within its peers.
Fidelity |
Fidelity Strategic Equity Positions Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Strategic's current stock value. Our valuation model uses many indicators to compare Fidelity Strategic value to that of its competitors to determine the firm's financial worth. Fidelity Strategic Dividend is one of the top funds in three year return among similar funds. It also is one of the top funds in equity positions weight among similar funds making about 11.80 of Equity Positions Weight per Three Year Return. 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 Strategic's earnings, one of the primary drivers of an investment's value.Fidelity Equity Positions Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Fidelity Strategic |
| = | 5.81 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Fidelity Strategic |
| = | 68.59 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Fidelity Equity Positions Weight Comparison
Fidelity Strategic is currently under evaluation in equity positions weight among similar funds.
Fidelity Strategic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fidelity Strategic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fidelity Strategic will eventually generate negative long term returns. The profitability progress is the general direction of Fidelity Strategic's change in net profit over the period of time. It can combine multiple indicators of Fidelity Strategic, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests at least 80 percent of assets in equity securities. The advisor uses a neutral mix of approximately 50 percent common stocks, 15 percent REITs and other real estate related investments, 15 percent convertible securities, and 20 percent preferred stocks. The fund invests the funds assets with a focus on equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in value stocks in the common stock category. It invests in domestic and foreign issuers.
Fidelity Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fidelity Strategic. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Fidelity Strategic position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Fidelity Strategic's important profitability drivers and their relationship over time.
Use Fidelity Strategic in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Fidelity Strategic position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Fidelity Strategic will appreciate offsetting losses from the drop in the long position's value.Fidelity Strategic Pair Trading
Fidelity Strategic Dividend Pair Trading Analysis
The ability to find closely correlated positions to Fidelity Strategic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fidelity Strategic when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Fidelity Strategic - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Fidelity Strategic Dividend to buy it.
The correlation of Fidelity Strategic is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Fidelity Strategic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fidelity Strategic moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Fidelity Strategic can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Fidelity Strategic position
In addition to having Fidelity Strategic in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Large Blend Funds Thematic Idea Now
Large Blend Funds
Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies. The Large Blend Funds theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Large Blend Funds Theme or any other thematic opportunities.
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Other Information on Investing in Fidelity Mutual Fund
To fully project Fidelity Strategic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fidelity Strategic at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Fidelity Strategic's income statement, its balance sheet, and the statement of cash flows.
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