Fidelity Fundamental Small-Mid Cap 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.
Fidelity Fundamental Small-Mid Cap ETF FFSM
Morningstar’s Analysis FFSM
Will FFSM 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 FFSM 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 FFSM’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 17.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Lumentum Holdings Inc | 2.14 | 28M | Technology |
Fabrinet | 2.04 | 26M | Technology |
TechnipFMC PLC | 1.96 | 25M | Energy |
IES Holdings Inc | 1.83 | 24M | Industrials |
Comfort Systems USA Inc | 1.78 | 23M | Industrials |
Advanced Energy Industries Inc | 1.69 | 22M | Industrials |
Sanmina Corp | 1.46 | 19M | Technology |
FirstCash Holdings Inc | 1.43 | 19M | Financial Services |
US Foods Holding Corp | 1.39 | 18M | Consumer Defensive |
TD Synnex Corp | 1.36 | 18M | Technology |
United States