Fidelity Equity Dividend Fund Bond Positions Weight
| FEQTX Fund | USD 30.82 0.04 0.13% |
Fidelity Equity Dividend fundamentals help investors to digest information that contributes to Fidelity Equity's financial success or failures. It also enables traders to predict the movement of Fidelity Mutual Fund. The fundamental analysis module provides a way to measure Fidelity Equity's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fidelity Equity mutual fund.
Fidelity |
Fidelity Equity Dividend Mutual Fund Bond Positions Weight Analysis
Fidelity Equity's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Fidelity Equity Dividend has a Bond Positions Weight of 0.0%. This is 100.0% lower than that of the Fidelity Investments family and about the same as Large Value (which currently averages 0.0) category. The bond positions weight for all United States funds is 100.0% higher than that of the company.
Fidelity Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidelity Equity's direct or indirect competition against its Bond Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Fidelity Equity could also be used in its relative valuation, which is a method of valuing Fidelity Equity by comparing valuation metrics of similar companies.Fidelity Equity is currently under evaluation in bond positions weight among similar funds.
Fund Asset Allocation for Fidelity Equity
The fund consists of 95.41% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Fidelity Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Fidelity Fundamentals
| Price To Earning | 17.15 X | ||||
| Price To Book | 1.96 X | ||||
| Price To Sales | 1.88 X | ||||
| Total Asset | 4.99 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 15.51 % | ||||
| One Year Return | 16.97 % | ||||
| Three Year Return | 9.76 % | ||||
| Five Year Return | 10.06 % | ||||
| Ten Year Return | 8.76 % | ||||
| Net Asset | 5.81 B | ||||
| Last Dividend Paid | 0.16 | ||||
| Cash Position Weight | 4.59 % | ||||
| Equity Positions Weight | 95.41 % |
About Fidelity Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidelity Equity Dividend's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidelity Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidelity Equity Dividend based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Fidelity Mutual Fund
Fidelity Equity 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 Equity security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Transaction History View history of all your transactions and understand their impact on performance |