Fidelity Hedged Equity ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Fidelity Hedged Equity ETF FHEQ
Morningstar’s Analysis FHEQ
Will FHEQ 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 FHEQ 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 FHEQ’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 39.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.30 | 71M | Technology |
Apple Inc | 7.07 | 61M | Technology |
Microsoft Corp | 4.62 | 40M | Technology |
Amazon.com Inc | 3.95 | 34M | Consumer Cyclical |
Alphabet Inc Class A | 3.64 | 31M | Communication Services |
Broadcom Inc | 3.16 | 27M | Technology |
Alphabet Inc Class C | 2.65 | 23M | Communication Services |
Meta Platforms Inc Class A | 2.15 | 18M | Communication Services |
Berkshire Hathaway Inc Class B | 1.89 | 16M | Financial Services |
Micron Technology Inc | 1.72 | 15M | Technology |
United States