Morningstar

Fidelity Low Volatility Factor ETF FDLO

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

Morningstar’s Analysis FDLO

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

  • People Pillar

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

A sound investment process and strong management team underpin Fidelity Low Volatility Factor ETF's Morningstar Medalist Rating of Gold.

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 FDLO

More FDLO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.37 94.1 Mil
Technology

Microsoft Corp

7.16 91.4 Mil
Technology

Alphabet Inc Class A

3.93 50.2 Mil
Communication Services

Amazon.com Inc

3.64 46.6 Mil
Consumer Cyclical

Berkshire Hathaway Inc Class B

2.07 26.5 Mil
Financial Services

Eli Lilly and Co

1.85 23.7 Mil
Healthcare

Oracle Corp

1.85 23.7 Mil
Technology

International Business Machines Corp

1.66 21.2 Mil
Technology

Cisco Systems Inc

1.63 20.9 Mil
Technology

JPMorgan Chase & Co

1.62 20.8 Mil
Financial Services

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