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Morningstar

Fidelity Blue Chip Value ETF FBCV

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

Morningstar’s Analysis FBCV

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

  • 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.

Fidelity Blue Chip Value ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FBCV

More FBCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

4.50 5.5 Mil
Financial Services

Exxon Mobil Corp

4.35 5.3 Mil
Energy

JPMorgan Chase & Co

3.82 4.6 Mil
Financial Services

Comcast Corp Class A

3.30 4.0 Mil
Communication Services

The Cigna Group

3.14 3.8 Mil
Healthcare

The Travelers Companies Inc

2.88 3.5 Mil
Financial Services

Centene Corp

2.66 3.2 Mil
Healthcare

Bank of America Corp

2.59 3.1 Mil
Financial Services

The Walt Disney Co

2.54 3.1 Mil
Communication Services

PG&E Corp

2.26 2.7 Mil
Utilities