Fidelity Dividend ETF for Rising Rates holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Fidelity Dividend ETF for Rising Rates FDRR
Morningstar’s Analysis FDRR
Will FDRR outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FDRR 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 FDRR’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.42 | 60M | Technology |
Apple Inc | 7.43 | 53M | Technology |
Alphabet Inc Class A | 5.59 | 40M | Communication Services |
Microsoft Corp | 4.80 | 34M | Technology |
Broadcom Inc | 3.85 | 28M | Technology |
Dell Technologies Inc Ordinary Shares - Class C | 3.18 | 23M | Technology |
Cisco Systems Inc | 2.11 | 15M | Technology |
Eli Lilly and Co | 2.05 | 15M | Healthcare |
JPMorgan Chase & Co | 1.96 | 14M | Financial Services |
Meta Platforms Inc Class A | 1.88 | 13M | Communication Services |
United States