Materials Portfolio Financials
| FIJFX Fund | USD 101.81 0.26 0.25% |
Materials |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Materials Portfolio Fund Summary
Materials Portfolio competes with T Rowe, Vanguard Materials, T Rowe, Gmo Trust, and Gmo Resources. The fund invests primarily in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in the manufacture, mining, processing, or distribution of raw materials and intermediate goods. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.Specialization | Natural Resources, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fidelity Select Portfolios |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | Natural Resources |
| Benchmark | Dow Jones Industrial |
| Phone | 877 208 0098 |
| Currency | USD - US Dollar |
Materials Portfolio Key Financial Ratios
Materials Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Materials Portfolio's current stock value. Our valuation model uses many indicators to compare Materials Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Materials Portfolio competition to find correlations between indicators driving Materials Portfolio's intrinsic value. More Info.Materials Portfolio Fidelity is rated below average in annual yield among similar funds. It is rated # 5 fund in year to date return among similar funds creating about 610.50 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Materials Portfolio's earnings, one of the primary drivers of an investment's value.Materials Portfolio Systematic Risk
Materials Portfolio's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Materials Portfolio volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Materials Portfolio correlated with the market. If Beta is less than 0 Materials Portfolio generally moves in the opposite direction as compared to the market. If Materials Portfolio Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Materials Portfolio is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Materials Portfolio is generally in the same direction as the market. If Beta > 1 Materials Portfolio moves generally in the same direction as, but more than the movement of the benchmark.
Materials Portfolio Thematic Clasifications
Materials Portfolio Fidelity is part of Commodities Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in commodities. Funds or Etfs investing in commodities such as oil, gold, corn, soy, and agricultural goods
This theme covers Funds investing in commodities. Funds or Etfs investing in commodities such as oil, gold, corn, soy, and agricultural goods. Get More Thematic Ideas
Materials Portfolio Fidelity is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Natural Resources category is currently estimated at about 20.9 Billion. Materials Portfolio holds roughly 559.89 Million in net asset claiming about 2.68% of funds under Natural Resources category.| Commodities Funds | View |
Materials Portfolio November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Materials Portfolio help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Materials Portfolio Fidelity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Materials Portfolio Fidelity based on widely used predictive technical indicators. In general, we focus on analyzing Materials Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Materials Portfolio's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9579 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 4.27 | |||
| Value At Risk | (1.48) | |||
| Potential Upside | 1.63 |
Other Information on Investing in Materials Mutual Fund
Materials Portfolio financial ratios help investors to determine whether Materials 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 Materials with respect to the benefits of owning Materials Portfolio security.
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