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FMSDX Fidelity Multi-Asset Income Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), DHT Holdings (NYSE:DHT).

Industry description

The investment seeks to provide a combination of income and capital appreciation. The fund normally invests primarily in income producing securities of all types. It allocates the fund's assets among equity and debt securities, including common and preferred stock, investment-grade debt securities, lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), floating rate securities, and convertible securities.

Market Cap

The average market capitalization across the Fidelity Multi-Asset Income MF is 916.39B. The market cap for tickers in the group ranges from 1.9B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is DHT at 1.9B.

Volume

The average weekly volume growth across all stocks in the Fidelity Multi-Asset Income MF was -9%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -24%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 61
Price Growth Rating: 40
SMR Rating: 51
Profit Risk Rating: 37
Seasonality Score: -24 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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

Correlation & Price change

A.I.dvisor indicates that over the last year, FMSDX has been closely correlated with RLBEX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if FMSDX jumps, then RLBEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FMSDX
1D Price
Change %
FMSDX100%
-0.21%
RLBEX - FMSDX
89%
Closely correlated
-0.31%
RLBAX - FMSDX
89%
Closely correlated
-0.31%
RLBCX - FMSDX
89%
Closely correlated
-0.31%
RAMHX - FMSDX
89%
Closely correlated
-0.31%
FBONX - FMSDX
89%
Closely correlated
-0.28%
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