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 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.76 106M
Technology

Apple Inc

7.68 105M
Technology

Microsoft Corp

6.26 85M
Technology

Alphabet Inc Class A

4.25 58M
Communication Services

Amazon.com Inc

3.56 49M
Consumer Cyclical

Broadcom Inc

2.84 39M
Technology

Micron Technology Inc

2.14 29M
Technology

Meta Platforms Inc Class A

2.06 28M
Communication Services

Eli Lilly and Co

2.06 28M
Healthcare

Berkshire Hathaway Inc Class B

2.06 28M
Financial Services

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