Fidelity Real Financials
| FIKMX Fund | USD 12.29 0.01 0.08% |
Fidelity |
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.
Fidelity Real Fund Summary
Fidelity Real competes with Tiaa-cref Real, Great-west Real, Simt Real, Goldman Sachs, and Franklin Real. The fund normally invests primarily in preferred and common stocks of REITs debt securities of real estate entities and commercial and other mortgage-backed securities, with an emphasis on lower-quality debt securities . It invests at least 80 percent of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers.Specialization | Allocation--50% to 70% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fidelity Securities |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 208 0098 |
| Currency | USD - US Dollar |
Fidelity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Real's current stock value. Our valuation model uses many indicators to compare Fidelity Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fidelity Real competition to find correlations between indicators driving Fidelity Real's intrinsic value. More Info.Fidelity Real Estate is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 218.70 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 Fidelity Real's earnings, one of the primary drivers of an investment's value.Fidelity Real Estate Systematic Risk
Fidelity Real's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fidelity Real 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Fidelity Real Estate correlated with the market. If Beta is less than 0 Fidelity Real generally moves in the opposite direction as compared to the market. If Fidelity Real Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fidelity Real Estate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fidelity Real is generally in the same direction as the market. If Beta > 1 Fidelity Real moves generally in the same direction as, but more than the movement of the benchmark.
Fidelity Real Thematic Clasifications
Fidelity Real Estate is part of Realty 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 real estate backed instruments. Funds or Etfs investing in real estate backed instruments or issues backed by different types of commercial properties
This theme covers Funds investing in real estate backed instruments. Funds or Etfs investing in real estate backed instruments or issues backed by different types of commercial properties. Get More Thematic Ideas
Fidelity Real Estate is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 7.62 Billion. Fidelity Real totals roughly 4.58 Billion in net asset claiming about 60% of funds in Allocation--50% to 70% Equity category.| Realty Funds | View |
Fidelity Real December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fidelity Real help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fidelity Real Estate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fidelity Real Estate based on widely used predictive technical indicators. In general, we focus on analyzing Fidelity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fidelity Real's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3049 | |||
| Information Ratio | (0.40) | |||
| Maximum Drawdown | 1.22 | |||
| Value At Risk | (0.41) | |||
| Potential Upside | 0.4918 |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Real financial ratios help investors to determine whether Fidelity 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 Fidelity with respect to the benefits of owning Fidelity Real security.
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