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FEKFX Fidelity Equity-Income K6 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), GE Aerospace (NYSE:GE).

Industry description

The investment seeks reasonable income; the fund will also consider the potential for capital appreciation. The fund normally invests at least 80% of assets in equity securities. It invests primarily in income-producing equity securities, which tends to lead to investments in large cap "value" stocks. The fund may Invest in domestic and foreign issuers. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Market Cap

The average market capitalization across the Fidelity Equity-Income K6 MF is 324.37B. The market cap for tickers in the group ranges from 105.14B to 677.22B. WMT holds the highest valuation in this group at 677.22B. The lowest valued company is CB at 105.14B.

Volume

The average weekly volume growth across all stocks in the Fidelity Equity-Income K6 MF was 23%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 81
P/E Growth Rating: 29
Price Growth Rating: 33
SMR Rating: 46
Profit Risk Rating: 16
Seasonality Score: 16 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Fidelity Devonshire Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
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FEKFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FEKFX has been closely correlated with VVIAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if FEKFX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FEKFX
1D Price
Change %
FEKFX100%
-0.30%
VVIAX - FEKFX
94%
Closely correlated
-0.39%
VIVIX - FEKFX
94%
Closely correlated
-0.38%
VIVAX - FEKFX
94%
Closely correlated
-0.38%
RMFEX - FEKFX
94%
Closely correlated
-0.86%
RMEBX - FEKFX
94%
Closely correlated
-0.88%
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