Ad is loading...
MENU

FIDEX Fidelity SAI Sustainable U.S. Equity Fd Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Procter & Gamble Company (NYSE:PG), Merck & Co (NYSE:MRK), Salesforce (NYSE:CRM).

Industry description

The investment seeks long-term growth of capital. The fund normally invests primarily in equity securities. It normally invests at least 80% of assets in equity securities of U.S. companies that Fidelity Management & Research Company LLC (FMR) (the Adviser) believes have proven or improving sustainability practices based on an evaluation of such companies’ individual environmental, social, and governance (ESG) profile. The fund invests in securities of domestic and foreign issuers.

Market Cap

The average market capitalization across the Fidelity SAI Sustainable U.S. Equity Fd MF is 1.61T. The market cap for tickers in the group ranges from 52.73B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is TRV at 52.73B.

Volume

The average weekly volume growth across all stocks in the Fidelity SAI Sustainable U.S. Equity Fd MF was 66%. For the same stocks of the MF, the average monthly volume growth was 71% and the average quarterly volume growth was 14%

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: 78
Price Growth Rating: 34
SMR Rating: 39
Profit Risk Rating: 19
Seasonality Score: -5 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Fidelity Summer Street Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
IINN1.350.03
+2.27%
Inspira Technologies Oxy BHN Ltd
KMPR72.101.39
+1.97%
Kemper Corp
NREF17.030.30
+1.79%
NexPoint Real Estate Finance
GABC45.080.14
+0.31%
German American Bancorp
NVR8946.53-53.47
-0.59%
NVR

FIDEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FIDEX has been closely correlated with FXAIX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if FIDEX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FIDEX
1D Price
Change %
FIDEX100%
+0.08%
FXAIX - FIDEX
97%
Closely correlated
+0.00%
VTSAX - FIDEX
96%
Closely correlated
+0.06%
VSMPX - FIDEX
96%
Closely correlated
+0.06%
VTSMX - FIDEX
96%
Closely correlated
+0.06%
VITSX - FIDEX
96%
Closely correlated
+0.06%
More