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FTRIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$29.62
Change
+$0.10 (+0.34%)
Net Assets
4.55B

FTRIX Fidelity Advisor Mega Cap Stock I Forecast, Technical & Fundamental Analysis

The investment seeks high total return through a combination of current income and capital appreciation... Show more

Category: #Large Blend
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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), Meta Platforms (NASDAQ:META), Exxon Mobil Corp (NYSE:XOM), Bank of America Corp (NYSE:BAC), GE Aerospace (NYSE:GE), Wells Fargo & Co (NYSE:WFC), Boeing Company (NYSE:BA).

Industry description

The investment seeks high total return through a combination of current income and capital appreciation. The fund invests at least 80% of its assets in common stocks of companies with mega market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Top 200® Index or the S&P 100® Index). It invests in domestic and foreign issuers and invests in either "growth" stocks or "value" stocks or both. The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Market Cap

The average market capitalization across the Fidelity Advisor Mega Cap Stock I MF is 1.68T. The market cap for tickers in the group ranges from 178.57B to 4.39T. NVDA holds the highest valuation in this group at 4.39T. The lowest valued company is BA at 178.57B.

Volume

The average weekly volume growth across all stocks in the Fidelity Advisor Mega Cap Stock I MF was 59%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was -32%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 100
Price Growth Rating: 33
SMR Rating: 100
Profit Risk Rating: 22
Seasonality Score: -78 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Fidelity Hastings Street Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
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FTRIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTRIX
1D Price
Change %
FTRIX100%
N/A
VTSMX - FTRIX
97%
Closely correlated
N/A
VITSX - FTRIX
97%
Closely correlated
N/A
VSTSX - FTRIX
97%
Closely correlated
N/A
VTSAX - FTRIX
97%
Closely correlated
N/A
VSMPX - FTRIX
97%
Closely correlated
N/A
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