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FULVX Fidelity U.S. Low Volatility Equity 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), Regeneron Pharmaceuticals (NASDAQ:REGN).

Industry description

The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in U.S. equity securities. The advisor employs a strategy that combines fundamental stock selection and quantitative risk management techniques focused on reducing absolute portfolio risk in an effort to produce returns in excess of the Russell 3000® Index over a full market cycle (generally five to eight years) but with lower absolute volatility. The fund invests in either "growth" stocks or "value" stocks or both.

Market Cap

The average market capitalization across the Fidelity U.S. Low Volatility Equity MF is 395.15B. The market cap for tickers in the group ranges from 6.07B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NSIT at 6.07B.

Volume

The average weekly volume growth across all stocks in the Fidelity U.S. Low Volatility Equity MF was -22%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 58%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 68
Price Growth Rating: 48
SMR Rating: 53
Profit Risk Rating: 13
Seasonality Score: 7 (-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
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FULVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FULVX has been closely correlated with FXAIX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if FULVX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FULVX
1D Price
Change %
FULVX100%
+1.11%
FXAIX - FULVX
79%
Closely correlated
+0.55%
FWWMX - FULVX
77%
Closely correlated
+0.82%
FWMMX - FULVX
77%
Closely correlated
+0.82%
RWMFX - FULVX
77%
Closely correlated
+0.82%
RWMEX - FULVX
77%
Closely correlated
+0.83%
More