Industrials Portfolio Competition

FCYIX Fund

USD 44.28 0.17 0.38%

Industrials Portfolio competes with Consumer Discretionary, Automotive Portfolio, Transportation Portfolio, Financial Services, and Materials Portfolio; as well as few others. The fund is listed under Industrials category and is part of Fidelity Investments family. Analyzing Industrials Portfolio competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Industrials Portfolio to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Industrials Portfolio Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Industrials Portfolio competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
43.25	44.31	45.37

Details

Intrinsic

Valuation

Low	Real	High
43.21	44.27	45.33

Details

Industrials Portfolio Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Industrials Portfolio and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Industrials and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Industrials Portfolio does not affect the price movement of the other competitor.

	FSCPX	FSAVX	FSRFX	FIDSX	FSDPX
FSCPX		0.95	0.63	0.84	-0.2	FSCPX
FSAVX	0.95		0.72	0.85	-0.07	FSAVX
FSRFX	0.63	0.72		0.91	0.3	FSRFX
FIDSX	0.84	0.85	0.91		0.05	FIDSX
FSDPX	-0.2	-0.07	0.3	0.05		FSDPX
	FSCPX	FSAVX	FSRFX	FIDSX	FSDPX

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High positive correlations

FSAVX	+ 0.95	FSCPX
FIDSX	+ 0.91	FSRFX
FIDSX	+ 0.85	FSAVX
FIDSX	+ 0.84	FSCPX
FSRFX	+ 0.72	FSAVX
FSRFX	+ 0.63	FSCPX

High negative correlations

FSDPX	- 0.2	FSCPX
FSDPX	- 0.07	FSAVX

Risk-Adjusted Indicators

There is a big difference between Industrials Mutual Fund performing well and Industrials Portfolio Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Industrials Portfolio's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
FSCPX	0.80	0.29	0.24	(5.23)	0.50	(0.94)	1.96	(1.22)	4.38
FSAVX	0.83	0.18	0.10	(3.50)	0.80	(0.88)	2.23	(1.68)	4.99
FSRFX	0.84	0.08	0.01	0.79	0.89	(0.94)	1.83	(1.63)	6.41
FIDSX	0.81	0.23	0.20	(22.46)	0.44	(1.02)	1.90	(1.19)	9.82
FSDPX	0.69	(0.09)	0.00	(0.03)	0.00	0.00	1.62	(1.15)	3.93

Unable to evaluate fundamental data of [FSCPX, FSAVX, FSRFX, FIDSX, FSDPX] at this time. Please try again later

All Fundamental Data

Industrials Portfolio Competitive Analysis

The better you understand Industrials Portfolio competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Industrials Portfolio's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Industrials Portfolio's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	FCYIX	FSCPX	FSAVX	FSRFX	FIDSX	FSDPX
	0.38 44.28 Industrials	0.43 75.49 Consumer	0.09 57.57 Automotive	0.77 113.58 Transportation	0.31 16.12 Financial	1.13 95.71 Materials
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Solid	Good	Insignificant	Good	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Buy	Cautious Hold	Sell	Cautious Hold	Cautious Hold	Strong Hold
Net Asset	467.59 M	470.04 M	118.4 M	594.41 M	512.21 M	1 B
Price To Book	3.33 X	6.27 X	1.83 X	3.06 X	1.38 X	3.34 X
Five Year Return	13.37 %	14.79 %	13.96 %	11.12 %	14.22 %	10.31 %
One Year Return	33.54 %	33.74 %	12.44 %	12.31 %	38.87 %	6.74 %
Last Dividend Paid	N/A	N/A	0.01	0.5	0.01	0.02
Price To Earning	20.91 X	24.02 X	12.38 X	15.85 X	15.91 X	19.68 X
Price To Sales	1.43 X	1.98 X	0.73 X	1.22 X	2.40 X	1.43 X
Cash Position Weight	0.48 %	0.12 %	0.11 %	2.59 %	1.61 %	1.42 %
Equity Positions Weight	99.52 %	99.88 %	99.80 %	97.41 %	98.39 %	98.58 %
Three Year Return	13.61 %	7.29 %	(2.48) %	7.06 %	13.56 %	1.45 %
Annual Yield	0 %	0.0003 %	0.01 %	0.02 %	0.01 %	0.01 %
Year To Date Return	29.57 %	30.25 %	8.91 %	9.27 %	36.21 %	3.20 %
Ten Year Return	10.15 %	14.15 %	9.40 %	10.40 %	6.30 %	5.90 %
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	44.28	75.49	57.57	113.58	16.12	95.71
Period Momentum Indicator	(0.17)	0.32	0.05	(0.88)	(0.05)	(1.09)
Rate Of Daily Change	1.0	1.0	1.0	0.99	1.0	0.99
Day Median Price	44.28	75.49	57.57	113.58	16.12	95.71
Price Action Indicator	(0.09)	0.16	0.025	(0.44)	(0.03)	(0.55)
Coefficient Of Variation	683.87	341.56	568.62	1227.78	528.96	(5,269)
Mean Deviation	0.7339	0.7993	0.8299	0.8439	0.8107	0.6942
Jensen Alpha	0.1243	0.2905	0.1846	0.0766	0.2321	(0.09)
Total Risk Alpha	0.0342	0.1808	0.0676	(0.04)	0.0982	(0.12)
Sortino Ratio	0.0768	0.2425	0.1008	0.0097	0.1992	N/A
Downside Variance	0.8055	0.758	1.09	0.9134	0.6132	N/A
Standard Deviation	1.05	1.01	1.08	1.16	1.28	0.8722
Kurtosis	5.28	(0.16)	0.2116	3.37	17.44	0.5686
Potential Upside	1.97	1.96	2.23	1.83	1.9	1.62
Treynor Ratio	0.5438	(5.23)	(3.50)	0.7948	(22.46)	(0.03)
Maximum Drawdown	7.0	4.38	4.99	6.41	9.82	3.93
Variance	1.11	1.03	1.18	1.35	1.63	0.7607
Market Risk Adjusted Performance	0.5538	(5.22)	(3.49)	0.8048	(22.45)	(0.02)
Risk Adjusted Performance	0.1087	0.2143	0.1303	0.0626	0.1409	(0.01)
Skewness	1.33	0.1216	0.1995	1.19	3.13	0.7723
Semi Deviation	0.6641	0.4951	0.7959	0.8873	0.4416	N/A
Information Ratio	0.0653	0.2085	0.0972	0.008	0.1222	(0.12)
Value At Risk	(1.45)	(1.22)	(1.68)	(1.63)	(1.19)	(1.15)
Expected Short fall	(0.77)	(0.94)	(0.88)	(0.94)	(1.02)	N/A
Downside Deviation	0.8975	0.8706	1.05	0.9557	0.7831	N/A
Semi Variance	0.4411	0.2451	0.6335	0.7873	0.195	N/A

Industrials Portfolio Competition Performance Charts

Five steps to successful analysis of Industrials Portfolio Competition

Industrials Portfolio's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Industrials Portfolio in relation to its competition. Industrials Portfolio's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Industrials Portfolio in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Industrials Portfolio's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Industrials Portfolio, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Industrials Portfolio position

In addition to having Industrials Portfolio 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.

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Construction Materials

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction Materials theme has 61 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 Construction Materials Theme or any other thematic opportunities.

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Other Information on Investing in Industrials Mutual Fund

Industrials Portfolio financial ratios help investors to determine whether Industrials Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Industrials with respect to the benefits of owning Industrials Portfolio security.

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