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Fidelity Dividend ETF for Rising Rates FDRR

Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FDRR

Will FDRR outperform in future?

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

A sound investment process and strong management team underpin Fidelity Dividend ETF for Rising Rates's Morningstar Medalist Rating of Gold.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings FDRR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.55 38.3 Mil
Technology

Apple Inc

6.22 31.5 Mil
Technology

NVIDIA Corp

5.93 30.1 Mil
Technology

Broadcom Inc

2.29 11.6 Mil
Technology

Eli Lilly and Co

2.19 11.1 Mil
Healthcare

JPMorgan Chase & Co

1.84 9.3 Mil
Financial Services

UnitedHealth Group Inc

1.77 9.0 Mil
Healthcare

Visa Inc Class A

1.60 8.1 Mil
Financial Services

Dell Technologies Inc Ordinary Shares - Class C

1.51 7.6 Mil
Technology

Johnson & Johnson

1.50 7.6 Mil
Healthcare