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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.

An incline in its Process Pillar rating is the primary driver of Fidelity Preferred Securities& Inc ETF's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest 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 18.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 3.875%

3.85 1.4 Mil
Government

Bank of America Corp. 5.86%

2.83 1.1 Mil
Corporate

Wells Fargo & Co. 3.9%

2.23 836,226
Corporate

Fidelity Cash Central Fund

2.21 827,492
Cash and Equivalents

The Charles Schwab Corporation 4%

1.89 708,554
Corporate

PNC Financial Services Group Inc.

1.39 521,909
Corporate

Capital One Financial Corp. 3.95%

1.36 509,759
Corporate

Energy Transfer LP 7.125%

1.32 495,716
Corporate

Citigroup Inc. 6.3%

1.32 494,990
Corporate

BP Capital Markets PLC 4.875%

1.31 492,730
Corporate