The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Fidelity Low Volatility Factor ETF FDLO
Morningstar’s Analysis FDLO
Will FDLO outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.66 | 77.7 Mil | Technology |
Apple Inc | 6.31 | 64.0 Mil | Technology |
Alphabet Inc Class A | 4.40 | 44.6 Mil | Communication Services |
Amazon.com Inc | 3.97 | 40.3 Mil | Consumer Cyclical |
Eli Lilly and Co | 1.92 | 19.5 Mil | Healthcare |
Visa Inc Class A | 1.64 | 16.6 Mil | Financial Services |
UnitedHealth Group Inc | 1.54 | 15.7 Mil | Healthcare |
Mastercard Inc Class A | 1.52 | 15.5 Mil | Financial Services |
Texas Instruments Inc | 1.43 | 14.5 Mil | Technology |
Oracle Corp | 1.39 | 14.1 Mil | Technology |