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FFNIX Fidelity Advisor Asset Manager 40% I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL).

Industry description

The investment seeks current income as well as total return; capital appreciation is the secondary objective. The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that invest in such securities), the bond class (fixed-income securities of all types maturing in more than 1 year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds, and funds that invest in such securities), and the short-term/money market class (fixed-income securities of all types maturing in one year or less, including funds that invest in such securities).

Market Cap

The average market capitalization across the Fidelity Advisor Asset Manager 40% I MF is 2.45T. The market cap for tickers in the group ranges from 1.94T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GOOGL at 1.94T.

Volume

The average weekly volume growth across all stocks in the Fidelity Advisor Asset Manager 40% I MF was -35%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 40%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 72
Price Growth Rating: 45
SMR Rating: 27
Profit Risk Rating: 18
Seasonality Score: -30 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Fidelity Charles Street Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
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FFNIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FFNIX has been closely correlated with BKMIX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if FFNIX jumps, then BKMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FFNIX
1D Price
Change %
FFNIX100%
+0.23%
BKMIX - FFNIX
93%
Closely correlated
+0.29%
HBLCX - FFNIX
86%
Closely correlated
+0.27%
BIICX - FFNIX
85%
Closely correlated
+0.29%
HBLIX - FFNIX
85%
Closely correlated
+0.26%
HBLRX - FFNIX
83%
Closely correlated
+0.26%
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