Morningstar

Fidelity Enhanced Large Cap Value ETF FELV

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

Morningstar’s Analysis FELV

Will FELV 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 FELV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Enhanced Large Cap Value ETF 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FELV

More FELV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.58 239M
Technology

Amazon.com Inc

5.95 216M
Consumer Cyclical

Microsoft Corp

4.61 168M
Technology

Berkshire Hathaway Inc Class B

3.18 116M
Financial Services

JPMorgan Chase & Co

2.54 92M
Financial Services

ExxonMobil Holdings Corp

2.08 75M
Energy

UnitedHealth Group Inc

1.44 52M
Healthcare

Chevron Corp

1.32 48M
Energy

Johnson & Johnson

1.15 42M
Healthcare

Cisco Systems Inc

1.15 42M
Technology

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