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Morningstar

Fidelity® Sustainable High Yield ETF FSYD

Morningstar Analyst Rating
Quantitative rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FSYD

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin Fidelity® Sustainable High Yield ETF's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FSYD

More FSYD Holdings
  • Current Portfolio Date Mar 30, 2023
  • Equity Holdings 9
  • Bond Holdings 190
  • Other Holdings 12
  • % Assets in Top 10 Holdings 17.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

2.47
220,612
Corporate

Uber Technologies Inc 4.5%

2.37
211,739
Corporate

New Fortress Energy Inc. 6.5%

2.11
188,573
Corporate

MPT Operating Partnership LP / MPT Finance Corporation 5%

1.73
154,612
Corporate

Tenet Healthcare Corporation 6.125%

1.69
151,400
Corporate

OneMain Financial Corporation 3.875%

1.57
140,474
Corporate

Go Daddy Operating Company LLC and GD Finance Co Inc 3.5%

1.54
137,344
Corporate

The Chemours Company LLC 4.625%

1.53
136,706
Corporate

CVR Energy Inc 5.25%

1.41
125,765
Corporate

Covanta Holding Corporation 4.875%

1.34
119,248
Corporate