Stock Investment Analysis - Research Paper Example

in mid-1995, it has experienced a number of achievement and challenges based on its overall performance which have made it get where it is today (Fidelity, 2014). FLCSX and S&P 500 are companies that offer the similar services to its clients in the United States of America. FLCSX has a portfolio that consists of eleven equities section which include health care, financials, energy, consumer staples, industrials, telecommunication services and utilities. Others include materials and customer discretion.

These equities made it possible for the company to be ranked position seven after more than five hundred large companies that perform this kind of duty were evaluated by the United States News organization in 2013 and FLCSX appeared at number seven. This means that the year-to-date performance for this company is promising despite it registered an overall return of 16.24%. There are a number of drivers that made it possible for this company to perform well in the market. The greatest contributor to FLCSX success is the financial equity section because of the of the various portfolio mixtures that it has offers to its clients.

These mixtures include Charles Schwab that has offered a return of 55%, JPMorgan Chase that had 29.35% and MetLife that had 48%. Charles Schwab and MetLife from the historical perspective have been performing well, thus resulting to the ever increasing interest rates (Fidelity, 2014). Therefore, both companies (FLCSX and S&P 500) registered a 20% share price increment after thus, taking advantage on speculations that the market’s economy was gradually recovering from the recession. Basing on the evaluation done by US News, S&P 500 is also among the companies that registered an excellent year-to-date return of more than 13.80%. In the first quarter of 2013, both S&P 500 and FLCSX gained more than ten points but during the second quarter of the same year, their returns decreased thus the former recording a return of 2.

90%while the latter