Fidelity Mutual Fund Quote

FXAIX
 Fund
  

USD 136.28  4.04  3.06%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Fidelity 500 is trading at 136.28 as of the 26th of June 2022; that is 3.06 percent up since the beginning of the trading day. The fund's open price was 132.24. Fidelity 500 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 500 Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 26th of June 2022. Click here to learn more.
The fund normally invests at least 80 percent of assets in common stocks included in the SP 500 Index, which broadly represents the performance of common stocks publicly traded in the United States. Fidelity 500 is traded on NASDAQ Exchange in the United States. More on Fidelity 500 Index

Moving together with Fidelity 500

1.0VFFSXVanguard 500 Index Low VolatilityPairCorr
1.0VFINXVanguard Index Trust Low VolatilityPairCorr
0.71PGProcter Gamble Fiscal Year End 29th of July 2022 PairCorr
0.89JPMJP Morgan Chase Financial Report 12th of July 2022 PairCorr

Fidelity 500 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. Fidelity 500's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity 500 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fidelity 500 Index generated a negative expected return over the last 90 days
Fidelity 500 Index is unlikely to experience financial distress in the next 2 years
Latest headline from www.nasdaq.com: Is Fidelity Select Natural Resources a Strong Mutual Fund Pick Right Now - Nasdaq
The fund retains 99.71% 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 500's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year1.0
Startdate31st of January 2009
Fidelity 500 Index [FXAIX] is traded in USA and was established 26th of June 2022. The fund is listed under Large Blend category and is part of Fidelity Investments family. Fidelity 500 Index currently has accumulated 399.36 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 10.22%.
Check Fidelity 500 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 500 Index 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 500 Index Constituents

Fidelity 500 Target Price Odds Analysis

What are Fidelity 500's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Fidelity 500 jumping above the current price in 90 days from now is about 83.25%. The Fidelity 500 Index probability density function shows the probability of Fidelity 500 mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.2035. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Fidelity 500 will likely underperform. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Fidelity 500 Index is significantly underperforming DOW.
  Odds Below 136.28HorizonTargetOdds Above 136.28
16.63%90 days
 136.28 
83.25%
Based on a normal probability distribution, the odds of Fidelity 500 to move above the current price in 90 days from now is about 83.25 (This Fidelity 500 Index probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .

Fidelity 500 Top Holders

Fidelity 500 Index Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fidelity 500 market risk premium is the additional return an investor will receive from holding Fidelity 500 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 500. 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 500's alpha and beta are two of the key measurements used to evaluate Fidelity 500's performance over the market, the standard measures of volatility play an important role as well.

Fidelity 500 Against Markets

Picking the right benchmark for Fidelity 500 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 500 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 500 is critical whether you are bullish or bearish towards Fidelity 500 Index 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 500 without increasing your portfolio risk or giving up 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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Investing Fidelity 500 Index

You need to understand the risk of investing before taking a position in Fidelity 500. The danger of trading Fidelity 500 Index 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 500 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 500. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fidelity 500 Index 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 500 Index information on this page should be used as a complementary analysis to other Fidelity 500'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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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When running Fidelity 500 Index price analysis, check to measure Fidelity 500'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 500 is operating at the current time. Most of Fidelity 500's value examination focuses on studying past and present price action to predict the probability of Fidelity 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Fidelity 500's price. Additionally, you may evaluate how the addition of Fidelity 500 to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fidelity 500's value and its price as these two are different measures arrived at by different means. Investors typically determine Fidelity 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity 500'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.