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Fidelity Low Duration Bond Factor ETF FLDR

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FLDR

Will FLDR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLDR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLDR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FLDR’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Fidelity Low Duration Bond Factor ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLDR

More FLDR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Cash Central Fund

3.81 17.8 Mil
Cash and Equivalents

Morgan Stanley

1.65 7.7 Mil
Corporate

United States Treasury Notes 4.5%

1.62 7.6 Mil
Government

Caterpillar Financial Services Corporation

1.49 7.0 Mil
Corporate

BMW US Capital, LLC

1.48 6.9 Mil
Corporate

United States Treasury Notes 4.125%

1.39 6.5 Mil
Government

United States Treasury Notes 1.375%

1.39 6.5 Mil
Government

Citibank, N.A.

1.27 5.9 Mil
Corporate

The Bank of New York Mellon Corp.

1.22 5.7 Mil
Corporate

UBS AG, London Branch

1.16 5.4 Mil
Corporate