Fidelity Mutual Fund Quote


USD 13.73  0.38  2.85%   

Market Performance
0 of 100
Odds Of Distress
Less than 3
Fidelity Large is trading at 13.73 as of the 4th of October 2022; that is 2.85 percent up since the beginning of the trading day. The fund's open price was 13.35. Fidelity Large has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Fidelity Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of April 2021 and ending today, the 4th of October 2022. Click here to learn more.
The fund normally invests at least 80 percent of assets in common stocks included in the Russell 1000 Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. equity market. More on Fidelity Large Cap

Moving together with Fidelity Large

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Fidelity Large Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Fidelity Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fidelity Large Cap generated a negative expected return over the last 90 days
Latest headline from Is Fidelity Large Cap Value Enhance Index a Strong Mutual Fund Pick Right Now - Zacks Investment Research
The fund retains 98.61% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Fidelity Large's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year1.02
Startdate1st of December 2009
Fidelity Large Cap [FLVEX] is traded in USA and was established 4th of October 2022. The fund is listed under Large Value category and is part of Fidelity Investments family. Fidelity Large Cap currently has accumulated 6.35 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 3.3%.
Check Fidelity Large Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Fidelity Large Cap Constituents

Fidelity Large Target Price Odds Analysis

Based on a normal probability distribution, the odds of Fidelity Large jumping above the current price in 90 days from now is under 95%. The Fidelity Large Cap probability density function shows the probability of Fidelity Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Fidelity Large has a beta of 0.9954. This usually indicates Fidelity Large Cap market returns are sensitive to returns on the market. As the market goes up or down, Fidelity Large is expected to follow. Additionally, the company has an alpha of 0.0156, implying that it can generate a 0.0156 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 13.73HorizonTargetOdds Above 13.73
5.69%90 days
Based on a normal probability distribution, the odds of Fidelity Large to move above the current price in 90 days from now is under 95 (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) .

Fidelity Large Top Holders

Fidelity Large Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fidelity Large market risk premium is the additional return an investor will receive from holding Fidelity Large long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Fidelity Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Fidelity Large's alpha and beta are two of the key measurements used to evaluate Fidelity Large's performance over the market, the standard measures of volatility play an important role as well.

Fidelity Large Against Markets

Picking the right benchmark for Fidelity Large mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Fidelity Large mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Fidelity Large is critical whether you are bullish or bearish towards Fidelity Large Cap at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Fidelity Large without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Fidelity Large Cap?

The danger of trading Fidelity Large Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Fidelity Large is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Fidelity Large. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fidelity Large Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Investing Opportunities. Note that the Fidelity Large Cap information on this page should be used as a complementary analysis to other Fidelity Large's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

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When running Fidelity Large Cap price analysis, check to measure Fidelity Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fidelity Large is operating at the current time. Most of Fidelity Large's value examination focuses on studying past and present price action to predict the probability of Fidelity Large's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Fidelity Large's price. Additionally, you may evaluate how the addition of Fidelity Large to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fidelity Large's value and its price as these two are different measures arrived at by different means. Investors typically determine Fidelity Large value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.