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Morningstar

Fidelity® Small-Mid Cap Opps ETF FSMO

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

Morningstar’s Analysis FSMO

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

People Pillar

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

Fidelity ® Small-Mid Cap Opps ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSMO

More FSMO Holdings
  • Current Portfolio Date
  • Equity Holdings 180
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 14.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TechnipFMC PLC

1.93
644,459
Energy

Arch Capital Group Ltd

1.51
503,351
Financial Services

TFI International Inc

1.51
502,436
Industrials

AutoZone Inc

1.50
500,380
Consumer Cyclical

Hess Corp

1.50
498,469
Energy

Tempur Sealy International Inc

1.45
483,193
Consumer Cyclical

Molina Healthcare Inc

1.44
480,114
Healthcare

BJ's Wholesale Club Holdings Inc

1.35
450,409
Consumer Defensive

Performance Food Group Co

1.15
384,970
Consumer Defensive

Amdocs Ltd

1.14
380,600
Technology