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FSEPX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$13.23
Change
+$0.14 (+1.07%)
Net Assets
29.56M

FSEPX Fidelity Advisor Sustainable U.S. Eq M 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 at least 80% of assets in equity securities of U.S. companies that Fidelity Management & Research Company LLC (FMR) believes have proven or improving sustainability practices based on an evaluation of such companies' individual environmental, social, and governance (ESG) profile. It invests in securities of domestic and foreign issuers.

Market Cap

The average market capitalization across the Fidelity Advisor Sustainable U.S. Eq M MF is 1.6T. The market cap for tickers in the group ranges from 52.73B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is TRV at 52.73B.

Volume

The average weekly volume growth across all stocks in the Fidelity Advisor Sustainable U.S. Eq M MF was 105%. For the same stocks of the MF, the average monthly volume growth was 91% and the average quarterly volume growth was -31%

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: 69
Price Growth Rating: 34
SMR Rating: 39
Profit Risk Rating: 17
Seasonality Score: -9 (-100 ... +100)
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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
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FSEPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FSEPX 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 FSEPX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FSEPX
1D Price
Change %
FSEPX100%
+1.07%
FXAIX - FSEPX
97%
Closely correlated
+1.10%
VTSAX - FSEPX
97%
Closely correlated
+1.11%
VTSMX - FSEPX
97%
Closely correlated
+1.11%
VSMPX - FSEPX
97%
Closely correlated
+1.11%
VITSX - FSEPX
97%
Closely correlated
+1.11%
More