Growth Allocation Financials
| FRGAX Fund | USD 11.36 0.06 0.53% |
Growth |
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.
Growth Allocation Fund Summary
Growth Allocation competes with Blackrock Exchange. The fund invests in a combination of two Fidelity equity index funds and two Fidelity investment-grade bond index funds. Allocating assets among underlying Fidelity index funds according to an asset allocation of approximately Fidelity Total Market Index Fund 49 Fidelity Total International Index Fund 21 Fidelity U.S. Bond Index Fund 25 Fidelity Short-Term Bond Index Fund 5.Specialization | Allocation--70% to 85% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Fidelity Investments |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Growth Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Growth Allocation's current stock value. Our valuation model uses many indicators to compare Growth Allocation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Growth Allocation competition to find correlations between indicators driving Growth Allocation's intrinsic value. More Info.Growth Allocation Index is rated below average in annual yield among similar funds. It is rated below average in net asset among similar funds making up about 45,781,266 of Net Asset 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 Growth Allocation's earnings, one of the primary drivers of an investment's value.Growth Allocation Index Systematic Risk
Growth Allocation's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Growth Allocation 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 Growth Allocation Index correlated with the market. If Beta is less than 0 Growth Allocation generally moves in the opposite direction as compared to the market. If Growth Allocation Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Growth Allocation Index is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Growth Allocation is generally in the same direction as the market. If Beta > 1 Growth Allocation moves generally in the same direction as, but more than the movement of the benchmark.
Growth Allocation December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Growth Allocation help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Growth Allocation Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Growth Allocation Index based on widely used predictive technical indicators. In general, we focus on analyzing Growth Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Growth Allocation's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5636 | |||
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 2.35 | |||
| Value At Risk | (0.72) | |||
| Potential Upside | 0.8174 |
Other Information on Investing in Growth Mutual Fund
Growth Allocation financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Allocation security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |