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Fidelity Dividend ETF for Rising Rates FDRR

Morningstar Medalist Rating
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.

  • Process Pillar

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

  • 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.

A sound investment process and strong management team underpin Fidelity Dividend ETF for Rising Rates'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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDRR

More FDRR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.49 38.6 Mil
Technology

Apple Inc

6.11 31.5 Mil
Technology

NVIDIA Corp

5.68 29.3 Mil
Technology

Broadcom Inc

2.24 11.5 Mil
Technology

Eli Lilly and Co

2.15 11.1 Mil
Healthcare

JPMorgan Chase & Co

1.92 9.9 Mil
Financial Services

UnitedHealth Group Inc

1.71 8.8 Mil
Healthcare

Visa Inc Class A

1.59 8.2 Mil
Financial Services

Johnson & Johnson

1.51 7.8 Mil
Healthcare

Dell Technologies Inc Ordinary Shares - Class C

1.51 7.8 Mil
Technology