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Fidelity Preferred Securities & Inc ETF FPFD

Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FPFD

Will FPFD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Fidelity Preferred Securities& Inc ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings FPFD

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 3.875%

4.22 1.4 Mil
Government

Bank of America Corp. 5.86%

2.70 925,301
Corporate

The Charles Schwab Corporation 4%

2.04 700,464
Corporate

PNC Financial Services Group Inc.

1.52 520,520
Corporate

BP Capital Markets PLC 4.875%

1.46 500,404
Corporate

Citigroup Inc. 6.3%

1.44 492,183
Corporate

JPMorgan Chase & Co PRF PERPETUAL USD 25 - Ser JJ 1/400 int

1.43 489,831
Financial Services

Energy Transfer LP 7.125%

1.42 487,354
Corporate

Goldman Sachs Group, Inc. 4.4%

1.42 485,972
Corporate

Wells Fargo & Co. 5.9%

1.37 469,941
Corporate