Fidelity Mutual Fund Quote

FSWAX
 Fund
  

USD 6.83  0.16  2.29%   

Market Performance
0 of 100
Odds Of Distress
Less than 29
Fidelity Sustainable is trading at 6.83 as of the 30th of September 2022; that is -2.29 percent down since the beginning of the trading day. The fund's open price was 6.99. Fidelity Sustainable has about a 29 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Fidelity Sustainable Emerging are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of October 2020 and ending today, the 30th of September 2022. Click here to learn more.
The fund normally invests at least 80 percent of assets in equity securities of companies in emerging markets, including equity investments that are tied economically to emerging markets, that Fidelity Management Research Company LLC believes have proven or improving sustainability practices based on an evaluation of such companies individual environmental, social, and governance profile. More on Fidelity Sustainable Emerging

Moving together with Fidelity Sustainable

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Fidelity Sustainable 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 Sustainable's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity Sustainable or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fidelity Sustainable generated a negative expected return over the last 90 days
The fund retains 98.53% of its assets under management (AUM) in equities
Thematic Ideas
(view all).
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 Sustainable's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate10th of February 2022
Fidelity Sustainable Emerging [FSWAX] is traded in USA and was established 30th of September 2022. The fund is listed under Diversified Emerging Mkts category and is part of Fidelity family. The entity is thematically classified as Conservative. Fidelity Sustainable currently has accumulated 3.4 M in assets under management (AUM) with no minimum investment requirements
Check Fidelity Sustainable 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 Sustainable Emerging 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 Sustainable Emerging Constituents

Fidelity Sustainable Target Price Odds Analysis

Based on a normal probability distribution, the odds of Fidelity Sustainable jumping above the current price in 90 days from now is close to 99%. The Fidelity Sustainable Emerging probability density function shows the probability of Fidelity Sustainable mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Fidelity Sustainable has a beta of 0.0327. This usually indicates as returns on the market go up, Fidelity Sustainable average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fidelity Sustainable Emerging will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Fidelity Sustainable is significantly underperforming DOW.
  Odds Below 6.83HorizonTargetOdds Above 6.83
0.12%90 days
 6.83 
99.88%
Based on a normal probability distribution, the odds of Fidelity Sustainable to move above the current price in 90 days from now is close to 99 (This Fidelity Sustainable Emerging probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .

Fidelity Sustainable Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fidelity Sustainable market risk premium is the additional return an investor will receive from holding Fidelity Sustainable 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 Sustainable. 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 Sustainable's alpha and beta are two of the key measurements used to evaluate Fidelity Sustainable's performance over the market, the standard measures of volatility play an important role as well.

Fidelity Sustainable Against Markets

Picking the right benchmark for Fidelity Sustainable 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 Sustainable 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 Sustainable is critical whether you are bullish or bearish towards Fidelity Sustainable Emerging 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 Sustainable 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 Sustainable Emerging?

The danger of trading Fidelity Sustainable Emerging 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 Sustainable 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 Sustainable. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fidelity Sustainable 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 Sustainable information on this page should be used as a complementary analysis to other Fidelity Sustainable'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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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Please note, there is a significant difference between Fidelity Sustainable's value and its price as these two are different measures arrived at by different means. Investors typically determine Fidelity Sustainable value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Sustainable'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.