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FTRIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
2.38B

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

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Exxon Mobil Corp (NYSE:XOM), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), General Electric Company (NYSE:GE), 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 892.23B. The market cap for tickers in the group ranges from 122.53B to 3.05T. MSFT holds the highest valuation in this group at 3.05T. The lowest valued company is BA at 122.53B.

Volume

The average weekly volume growth across all stocks in the Fidelity Advisor Mega Cap Stock I MF was -15%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was -11%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 42
Price Growth Rating: 35
SMR Rating: 27
Profit Risk Rating: 31
Seasonality Score: -61 (-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

Correlation & Price change

A.I.dvisor indicates that over the last year, FTRIX has been closely correlated with FXAIX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if FTRIX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTRIX
1D Price
Change %
FTRIX100%
-0.09%
FXAIX - FTRIX
95%
Closely correlated
+0.04%
VFFSX - FTRIX
92%
Closely correlated
+0.04%
VFIAX - FTRIX
92%
Closely correlated
+0.04%
VFINX - FTRIX
91%
Closely correlated
+0.04%
VSTSX - FTRIX
91%
Closely correlated
+0.07%
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