FDWM – Fidelity Women's Leadership ETF – ETF Stock Quote | Morningstar

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Will FDWM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDWM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Fidelity Women's Leadership ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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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 Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Aug 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 27.1

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	4.32	172,437	Technology
Amazon.com Inc	4.06	162,435	Consumer Cyclical
Microsoft Corp	3.62	144,748	Technology
NVIDIA Corp	3.26	130,113	Technology
Alphabet Inc Class C	2.64	105,340	Communication Services
Accenture PLC Class A	2.00	80,016	Technology
The Walt Disney Co	1.85	74,112	Communication Services
The Cigna Group	1.80	72,000	Healthcare
Hologic Inc	1.79	71,491	Healthcare
Progressive Corp	1.75	70,112	Financial Services

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