Morningstar

Fidelity Low Volatility Factor ETF FDLO

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

Morningstar’s Analysis FDLO

Will FDLO outperform in the 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 FDLO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDLO 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 FDLO’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Low Volatility Factor ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FDLO

More FDLO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.44 128M
Technology

Microsoft Corp

6.64 101M
Technology

Alphabet Inc Class A

4.88 74M
Communication Services

Amazon.com Inc

3.52 53M
Consumer Cyclical

Broadcom Inc

3.08 47M
Technology

Meta Platforms Inc Class A

2.17 33M
Communication Services

Accenture PLC Class A

2.16 33M
Technology

Berkshire Hathaway Inc Class B

1.79 27M
Financial Services

Eli Lilly and Co

1.78 27M
Healthcare

International Business Machines Corp

1.71 26M
Technology

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