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Equity Summary Score Scorecard: October 2024

Provided by Starmine from Refinitiv

Transparency is a core value at Fidelity, and that is why each month Starmine from Refinitiv provides a view of the historical aggregate performance of the Equity Summary Score across all covered stocks for insight into the performance and composition of the Equity Summary Score.

Get current Equity Summary Scores with our Stock Screener.

Total Return by Sentiment

as of 10/31/2024
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You cannot invest directly in an index.

Find out more about how the Equity Summary Score works and performance is calculated in the Understanding and Using the Equity Summary Score Methodology (PDF).

Quarterly Insights

How Equity Summary Score Works

The Equity Summary Score provides a consolidated view of the ratings from a number of independent research providers on Fidelity.com. It uses the providers' relative, historical recommendation performance along with other factors to give you an aggregate, accuracy-weighted indication of the independent research firms' stock sentiment.

Understanding the Total Return by Sentiment Chart

The chart at the left shows how a theoretical portfolio of stocks in each of the five Equity Summary Score sentiments performed within the selected time period. For example, the bright green bar represents the theoretical performance of all the Very Bullish stocks.

Several indicators are provided for comparison purposes including the I/B/E/S Recommendations from Refinitiv of Strong Buy (shown in purple), the average of all stocks with an Equity Summary Score (shown in orange) and the S&P 500 Total Return Index (shown in blue).

The Theoretical Portfolio of stocks is equal dollar weighted. Performance is adjusted for dividends and corporate actions. Performance does not include monthly theoretical portfolio rebalancing transaction costs.

Using the Equity Summary Score in Your Investment Strategy

You can use the Equity Summary Score in many different ways to help in executing your investment strategy. You can use it as a screening criterion to identify stocks to include or exclude from further analysis in conjunction with other screening criteria. You can also use it to monitor the consolidated opinion of all of Fidelity's independent research providers on stocks you're currently holding in your portfolio.

Performance of buy/sell recommendations is only one aspect of the research offered on Fidelity.com. Although it is useful to understand a research firm's overall track record, a research firm's performance on any given stock can diverge significantly from the overall performance. There are additional factors beyond performance that any investor should consider in evaluating a research provider, such as the insights provided and the ease with which the research can be used. Performance of recommendations, while important, should not be the only factor an investor considers in evaluating research.

Scorecard ratings are based on each research provider's stock recommendations full coverage set for the time period being evaluated. Fidelity.com may or may not provide research reports or stock recommendations for all the stocks that a firm covers. Scorecards are provided for informational purposes only, and do not constitute advice or guidance, nor an endorsement or recommendation for any particular security or research provider. Scorecards are provided by independent companies not affiliated with Fidelity Investments.
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