FIDELITY Mutual Fund Buy Hold or Sell Recommendation


USD 11.28  0.04  0.36%   

Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding FIDELITY ASSET MANAGER is 'Strong Hold'. Macroaxis provides FIDELITY ASSET buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FTAAX positions. The advice algorithm takes into account all of FIDELITY ASSET's available fundamental, technical, and predictive indicators you will find on this site.
The advice is provided from FIDELITY ASSET's buy-and-hold perspective. Please check FIDELITY ASSET Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as FIDELITY and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards FIDELITY ASSET MANAGER.

Execute FIDELITY ASSET Buy or Sell Advice

The FIDELITY recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on FIDELITY ASSET MANAGER. Macroaxis does not own or have any residual interests in FIDELITY ASSET MANAGER or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute FIDELITY ASSET's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Strong Hold



Hype Condition


Current Valuation


Odds of Distress


Economic Sensitivity


Analyst Consensus

Not Available
For the selected time horizon FIDELITY ASSET MANAGER has a Risk Adjusted Performance of 0.0285, Jensen Alpha of 0.0075, Total Risk Alpha of (0.017497), Sortino Ratio of (0.07) and Treynor Ratio of 0.4752
Our trade advice tool can cross-verify current analyst consensus on FIDELITY ASSET MANAGER and to analyze the fund potential to grow in the future. Use FIDELITY ASSET MANAGER price to book, three year return, as well as the relationship between the Three Year Return and cash position weight to ensure your buy or sell decision on FIDELITY ASSET MANAGER is adequate.

FIDELITY ASSET Trading Alerts and Improvement Suggestions

FIDELITY ASSET generated a negative expected return over the last 90 days
FIDELITY ASSET is unlikely to experience financial distress in the next 2 years
On 7th of November 2022 FIDELITY ASSET paid $ 0.014 per share dividend to its current shareholders
The fund retains about 10.38% of its assets under management (AUM) in cash

FIDELITY ASSET Returns Distribution Density

The distribution of FIDELITY ASSET's historical returns is an attempt to chart the uncertainty of FIDELITY ASSET's future price movements. The chart of the probability distribution of FIDELITY ASSET stock daily returns describes the distribution of returns around its average expected value. We use FIDELITY ASSET MANAGER price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of FIDELITY ASSET returns is essential to provide solid investment advice for FIDELITY ASSET.
Mean Return0.0185Value At Risk-0.92
Potential Upside1.26Standard Deviation0.68
   Return Density   
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of FIDELITY ASSET historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.


Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to FIDELITY ASSET or Fidelity Investments sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that FIDELITY ASSET's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a FIDELITY fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
Alpha over NYSE Composite
Beta against NYSE Composite0.0179
Overall volatility
Information ratio -0.07

FIDELITY ASSET Volatility Alert

FIDELITY ASSET MANAGER exhibits relatively low volatility with skewness of 0.79 and kurtosis of 1.6. However, we advice investors to further investigate FIDELITY ASSET MANAGER to ensure all market statistics is disseminated and is consistent with investors' estimations about FIDELITY ASSET upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure FIDELITY ASSET's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact FIDELITY ASSET's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

FIDELITY ASSET Fundamentals Vs Peers

Comparing FIDELITY ASSET's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze FIDELITY ASSET's direct or indirect competition across all of the common fundamentals between FIDELITY ASSET and the related equities. This way, we can detect undervalued stocks with similar characteristics as FIDELITY ASSET or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of FIDELITY ASSET's fundamental indicators could also be used in its relative valuation, which is a method of valuing FIDELITY ASSET by comparing valuation metrics with those of similar companies.
 Better Than Average     
 Worse Than Average Compare FIDELITY ASSET to competition
FundamentalsFIDELITY ASSETPeer Average
Price to Earning18.75 X6.53 X
Price to Book2.17 X0.74 X
Price to Sales1.66 X0.61 X
One Year Return6.75 %4.15 %
Three Year Return4.31 %3.60 %
Five Year Return3.91 %3.24 %
Ten Year Return5.30 %1.79 %
Net Asset2.76 B4.11 B
Last Dividend Paid0.020.65
Cash Position Weight10.38 %10.61 %
Equity Positions Weight34.22 %63.90 %
Bond Positions Weight5.63 %11.24 %

About FIDELITY ASSET Buy or Sell Advice

When is the right time to buy or sell FIDELITY ASSET MANAGER? Buying financial instruments such as FIDELITY Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having FIDELITY ASSET 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 Israel Wall Street Thematic Idea Now

Israel Wall Street
Israel Wall Street Theme
Cross-sector collection of best publicly traded Israel entities that are expected to continue growing. The Israel Wall Street theme has 34 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 Israel Wall Street Theme or any other thematic opportunities.
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Please check FIDELITY ASSET Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the FIDELITY ASSET MANAGER information on this page should be used as a complementary analysis to other FIDELITY ASSET'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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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