Fidelity Preferred Securities & Inc ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Fidelity Preferred Securities & Income ETF FPFD
Morningstar’s Analysis FPFD
Will FPFD 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 FPFD 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 FPFD’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 19.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Energy Transfer LP 6.625% | 4.43 | 4M | Corporate |
The Bank of New York Mellon Corp. 3.7% | 3.92 | 3M | Corporate |
Fidelity Cash Central Fund | 3.34 | 3M | Cash and Equivalents |
Enbridge Inc. 8.5% | 2.17 | 2M | Corporate |
AT&T Inc 5.35% NT REDEEM 01/11/2066 USD 25 | 1.59 | 1M | Communication Services |
Southern Co. 4.2% | 1.34 | 1M | Corporate |
Goldman Sachs Group, Inc. 4.125% | 1.33 | 1M | Corporate |
Morgan Stanley 6.50% PRF PERPETUAL USD 25 - Ser P | 1.23 | 1M | Financial Services |
JPMorgan Chase & Co. | 1.22 | 1M | Corporate |
BNP Paribas SA 6.875% | 1.15 | 948,610 | Corporate |
United States