Fidelity Investment Holdings Turnover vs. Ten Year Return
| FECAX Fund | USD 23.17 0.01 0.04% |
For Fidelity Investment profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fidelity Investment to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fidelity Investment Trust utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fidelity Investment's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fidelity Investment Trust over time as well as its relative position and ranking within its peers.
Fidelity |
Fidelity Investment Trust Ten Year Return vs. Holdings Turnover Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Investment's current stock value. Our valuation model uses many indicators to compare Fidelity Investment value to that of its competitors to determine the firm's financial worth. Fidelity Investment Trust is one of the top funds in holdings turnover among similar funds. It also is one of the top funds in ten year return among similar funds reporting about 0.04 of Ten Year Return per Holdings Turnover. The ratio of Holdings Turnover to Ten Year Return for Fidelity Investment Trust is roughly 23.13 . 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 Investment's earnings, one of the primary drivers of an investment's value.Fidelity Ten Year Return vs. Holdings Turnover
Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Fidelity Investment |
| = | 127.00 % |
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Fidelity Investment |
| = | 5.49 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Fidelity Ten Year Return Comparison
Fidelity Investment is currently under evaluation in ten year return among similar funds.
Fidelity Investment Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fidelity Investment, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fidelity Investment will eventually generate negative long term returns. The profitability progress is the general direction of Fidelity Investment's change in net profit over the period of time. It can combine multiple indicators of Fidelity Investment, 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.
Fidelity Investment is entity of United States. It is traded as Fund on NASDAQ exchange.
Fidelity Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fidelity Investment. 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 Investment 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 Investment's important profitability drivers and their relationship over time.
Use Fidelity Investment 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 Investment 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 Investment will appreciate offsetting losses from the drop in the long position's value.Fidelity Investment Pair Trading
Fidelity Investment Trust Pair Trading Analysis
The ability to find closely correlated positions to Fidelity Investment 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 Investment 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 Investment - 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 Investment Trust to buy it.
The correlation of Fidelity Investment 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 Investment moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fidelity Investment Trust 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 Investment 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 Investment position
In addition to having Fidelity Investment 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 Moderate Funds Thematic Idea Now
Moderate Funds
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. The Moderate 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 Moderate Funds Theme or any other thematic opportunities.
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Other Information on Investing in Fidelity Mutual Fund
To fully project Fidelity Investment's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fidelity Investment Trust 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 Investment's income statement, its balance sheet, and the statement of cash flows.
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