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FAGIX Fidelity Capital & Income Forecast, Technical & Fundamental Analysis

Category HighYieldBond
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META).

Industry description

The investment seeks to provide a combination of income and capital growth. The fund invests in equity and debt securities, including defaulted securities, with an emphasis on lower-quality debt securities. It invests in companies in troubled or uncertain financial condition. The fund invests in domestic and foreign issuers. The advisor uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select investments.

Market Cap

The average market capitalization across the Fidelity Capital & Income MF is 900.44B. The market cap for tickers in the group ranges from 1.24T to 2.76T. NVDA holds the highest valuation in this group at 2.76T. The lowest valued company is META at 1.24T.

Volume

The average weekly volume growth across all stocks in the Fidelity Capital & Income MF was -12%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -15%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 65
P/E Growth Rating: 50
Price Growth Rating: 38
SMR Rating: 40
Profit Risk Rating: 34
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category HighYieldBond

Profile
Fundamentals
Details
Category
High Yield Bond
Address
Fidelity Summer Street Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
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FAGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FAGIX has been closely correlated with FAHHX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if FAGIX jumps, then FAHHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FAGIX
1D Price
Change %
FAGIX100%
-0.10%
FAHHX - FAGIX
92%
Closely correlated
-0.10%
FTAHX - FAGIX
92%
Closely correlated
-0.10%
HIGFX - FAGIX
91%
Closely correlated
-0.10%
BHYAX - FAGIX
84%
Closely correlated
N/A
BHYIX - FAGIX
84%
Closely correlated
N/A
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