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Morningstar

Fidelity Low Duration Bond Factor ETF FLDR

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

Morningstar’s Analysis FLDR

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

  • People Pillar

    The People Pillar is our evaluation of the FLDR 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 FLDR’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Fidelity Low Duration Bond Factor ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLDR

More FLDR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Cash Central Fund

1.93 8.3 Mil
Cash and Equivalents

Caterpillar Financial Services Corporation

1.61 7.0 Mil
Corporate

BMW US Capital, LLC

1.60 6.9 Mil
Corporate

United States Treasury Notes 4.5%

1.49 6.4 Mil
Government

United States Treasury Notes 1.375%

1.49 6.4 Mil
Government

Athene Global Funding

1.41 6.1 Mil
Corporate

Citibank, N.A.

1.37 5.9 Mil
Corporate

The Bank of New York Mellon Corp.

1.32 5.7 Mil
Corporate

United States Treasury Notes 4.125%

1.25 5.4 Mil
Government

United States Treasury Notes 3.375%

1.21 5.2 Mil
Government