Fidelity Womens Year To Date Return vs. Cash Position Weight
| FWOMX Fund | USD 17.88 0.05 0.28% |
For Fidelity Womens profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fidelity Womens to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fidelity Womens Leadership utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fidelity Womens's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fidelity Womens Leadership over time as well as its relative position and ranking within its peers.
Fidelity |
Fidelity Womens Lead Cash Position Weight vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Womens's current stock value. Our valuation model uses many indicators to compare Fidelity Womens value to that of its competitors to determine the firm's financial worth. Fidelity Womens Leadership is rated below average in year to date return among similar funds. It is rated # 5 fund in cash position weight among similar funds creating about 0.04 of Cash Position Weight per Year To Date Return. The ratio of Year To Date Return to Cash Position Weight for Fidelity Womens Leadership is roughly 23.53 . 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 Womens' earnings, one of the primary drivers of an investment's value.Fidelity Cash Position Weight vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Fidelity Womens |
| = | 16.71 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Fidelity Womens |
| = | 0.71 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Fidelity Cash Position Weight Comparison
Fidelity Womens is currently under evaluation in cash position weight among similar funds.
Fidelity Womens Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fidelity Womens, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fidelity Womens will eventually generate negative long term returns. The profitability progress is the general direction of Fidelity Womens' change in net profit over the period of time. It can combine multiple indicators of Fidelity Womens, 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 of companies that prioritize and advance womens leadership and development. Such companies include those that, at the time of initial purchase, include a woman as a member of the senior management team, are governed by a board for which women represent at least one third of all directors, or in the Advisers opinion, have adopted policies designed to attract, retain and promote women. It invests in securities of domestic and foreign issuers.
Fidelity Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fidelity Womens. 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 Womens 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 Womens' important profitability drivers and their relationship over time.
Use Fidelity Womens 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 Womens 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 Womens will appreciate offsetting losses from the drop in the long position's value.Fidelity Womens Pair Trading
Fidelity Womens Leadership Pair Trading Analysis
The ability to find closely correlated positions to Fidelity Womens 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 Womens 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 Womens - 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 Womens Leadership to buy it.
The correlation of Fidelity Womens 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 Womens moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fidelity Womens Lead 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 Womens 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 Womens position
In addition to having Fidelity Womens 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 Manufacturing Thematic Idea Now
Manufacturing
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. The Manufacturing theme has 20 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 Manufacturing Theme or any other thematic opportunities.
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Other Information on Investing in Fidelity Mutual Fund
To fully project Fidelity Womens' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fidelity Womens Lead 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 Womens' income statement, its balance sheet, and the statement of cash flows.
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