Morningstar

Fidelity Value Factor ETF FVAL

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

Morningstar’s Analysis FVAL

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Value Factor 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 FVAL

More FVAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.83 108M
Technology

Apple Inc

7.02 97M
Technology

Microsoft Corp

5.50 76M
Technology

Fidelity Cash Central Fund

4.86 67M
Cash and Equivalents

Alphabet Inc Class A

4.68 65M
Communication Services

Amazon.com Inc

3.38 47M
Consumer Cyclical

Broadcom Inc

2.95 41M
Technology

Micron Technology Inc

2.25 31M
Technology

Meta Platforms Inc Class A

1.86 26M
Communication Services

Berkshire Hathaway Inc Class B

1.80 25M
Financial Services

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