Fidelity Blue Chip Value ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Fidelity Blue Chip Value ETF FBCV
Morningstar’s Analysis FBCV
Will FBCV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FBCV 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 FBCV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 4.58 | 7M | Communication Services |
Amazon.com Inc | 3.87 | 6M | Consumer Cyclical |
Exxon Mobil Corp | 3.81 | 6M | Energy |
Bank of America Corp | 2.47 | 4M | Financial Services |
Cisco Systems Inc | 2.32 | 4M | Technology |
Merck & Co Inc | 2.14 | 3M | Healthcare |
Cash | 1.99 | 3M | Cash and Equivalents |
The Travelers Companies Inc | 1.99 | 3M | Financial Services |
Shell PLC ADR (Representing - Ordinary Shares) | 1.91 | 3M | Energy |
Alphabet Inc Class C | 1.90 | 3M | Communication Services |
United States