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FSUMX Fidelity Series Sustainable U.S. Market 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:GOOG), Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), GE Aerospace (NYSE:GE).

Industry description

The investment seeks long-term growth of capital. Normally investing at least 80% of assets in securities of issuers in the U.S. that the Adviser believes have proven or improving sustainability practices, based on an evaluation of such companies' individual environmental, social, and governance (ESG) profile. Normally investing primarily in equity securities.

Market Cap

The average market capitalization across the Fidelity Series Sustainable U.S. Market MF is 2T. The market cap for tickers in the group ranges from 191.49B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is GE at 191.49B.

Volume

The average weekly volume growth across all stocks in the Fidelity Series Sustainable U.S. Market MF was 52%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 61
Price Growth Rating: 35
SMR Rating: 24
Profit Risk Rating: 12
Seasonality Score: -21 (-100 ... +100)
View a ticker or compare two or three
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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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BRMIX16.00-0.11
-0.68%
iShares Russell Mid-Cap Index Instl
QABGX23.57-0.17
-0.72%
Federated Hermes MDT Balanced A
OCSGX6.97-0.13
-1.83%
Optimum Small-Mid Cap Growth C
PBLAX46.18-0.96
-2.04%
Principal Blue Chip A
RYCHX156.87-3.72
-2.32%
Rydex Technology C

FSUMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FSUMX has been closely correlated with VFFSX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if FSUMX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FSUMX
1D Price
Change %
FSUMX100%
-1.24%
VFFSX - FSUMX
98%
Closely correlated
-1.31%
VTSMX - FSUMX
98%
Closely correlated
-1.31%
VITSX - FSUMX
98%
Closely correlated
-1.31%
VSTSX - FSUMX
98%
Closely correlated
-1.31%
VSMPX - FSUMX
98%
Closely correlated
-1.30%
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