The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Small-Mid Multifactor Index?. The fund normally invests at least 80% of its assets in securities included in the Fidelity Small-Mid Multifactor Index?, which is designed to reflect the performance of stocks of small- and mid-capitalization U.S. companies with attractive valuations, high quality profiles, positive momentum signals, and lower volatility than the broader market, as represented by the Fidelity U.S. Extended Investable Market Index?.
|LB||L Brands, Inc||0.33 %|
|XRAY||DENTSPLY SIRONA Inc||0.32 %|
|WRK||WestRock Company||0.31 %|
|MTN||Vail Resorts, Inc||0.31 %|
|AAP||Advance Auto Parts, Inc||0.30 %|
|BWA||BorgWarner Inc||0.30 %|
|CHRW||C.H. Robinson Worldwide, Inc||0.30 %|
|FDS||FactSet Research Systems Inc||0.30 %|
|WPC||W. P. Carey Inc||0.30 %|
|LKQ||LKQ Corporation||0.30 %|
|VO||Vanguard Mid-Cap Index Fund ET..||0.04 %||
|VXF||Vanguard Extended Market Index..||0.06 %||
|IJH||iShares Core S&P Mid-Cap ETF||0.05 %||
|IWR||iShares Russell Mid-Cap ETF||0.19 %||
|MDY||SPDR S&P MIDCAP 400 ETF Trust||0.23 %||
|SCHM||Schwab U.S. Mid-Cap ETF||0.04 %||
|SPMD||SPDR Portfolio S&P 400 Mid Cap..||0.05 %||
|IVOO||Vanguard S&P Mid-Cap 400 Index..||0.10 %||
|JHMM||John Hancock Multifactor Mid C..||0.42 %||
|JKG||iShares Morningstar Mid-Cap ET..||0.04 %||
|Market Performance vs.
Industry/Classification (Mid-Cap Blend)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||23.79%||21%||F||46%||F|
|Risk Adjusted Return||29.65%||8%||F||41%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company has under performed its peers on annual average total returns in the past 5 years.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.