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FDVLX Fidelity Value Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PG&E Corp (NYSE:PCG), ANTERO RESOURCES Corp (NYSE:AR).

Industry description

The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed assets or that Fidelity Management & Research Company LLC (FMR) believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential (stocks of these companies are often called "value" stocks). The adviser focuses investments in medium-sized companies, but also may invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.

Market Cap

The average market capitalization across the Fidelity Value MF is 26.68B. The market cap for tickers in the group ranges from 2.16B to 63.9B. APO holds the highest valuation in this group at 63.9B. The lowest valued company is XPRO at 2.16B.

Volume

The average weekly volume growth across all stocks in the Fidelity Value MF was 54%. For the same stocks of the MF, the average monthly volume growth was 52% and the average quarterly volume growth was 13%

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: 57
Price Growth Rating: 48
SMR Rating: 71
Profit Risk Rating: 41
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Fidelity Capital Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
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FDVLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FDVLX has been closely correlated with VMVAX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if FDVLX jumps, then VMVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FDVLX
1D Price
Change %
FDVLX100%
+0.79%
VMVAX - FDVLX
90%
Closely correlated
+0.39%
VMVIX - FDVLX
88%
Closely correlated
+0.38%
JVMIX - FDVLX
86%
Closely correlated
+0.89%
JVMCX - FDVLX
86%
Closely correlated
+0.91%
JVMTX - FDVLX
86%
Closely correlated
+0.90%
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