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Morningstar

Fidelity US Value ETF FCUV

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

Morningstar’s Analysis FCUV

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

  • People Pillar

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

A strong management team and sound investment process underpin Fidelity US Value ETF's Morningstar Medalist Rating of Silver.

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 FCUV

More FCUV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

6.57 25.3 Mil
Utilities

Microsoft Corp

4.86 18.7 Mil
Technology

National Fuel Gas Co

4.59 17.7 Mil
Energy

Apple Inc

3.91 15.0 Mil
Technology

NVIDIA Corp

3.58 13.8 Mil
Technology

Exxon Mobil Corp

3.20 12.3 Mil
Energy

Nucor Corp

3.05 11.7 Mil
Basic Materials

CF Industries Holdings Inc

3.04 11.7 Mil
Basic Materials

The Mosaic Co

2.94 11.3 Mil
Basic Materials

Chevron Corp

2.69 10.4 Mil
Energy