Fidelity Low Volatility Etf Profile
| FDLO Etf | USD 63.01 0.08 0.13% |
Performance11 of 100
| Odds Of DistressLess than 9
|
Fidelity Low is selling at 63.01 as of the 30th of November 2024; that is 0.13 percent increase since the beginning of the trading day. The etf's open price was 62.93. Fidelity Low has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Fidelity Low Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities included in the Fidelity U.S. Fidelity Low is traded on NYSEARCA Exchange in the United States. More on Fidelity Low Volatility
Moving together with Fidelity Etf
Fidelity Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Blend, Fidelity Investments (View all Sectors) |
| Issuer | Fidelity |
| Inception Date | 2016-09-15 |
| Benchmark | Fidelity U.S. Low Volatility Factor Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.31 Billion |
| Average Trading Valume | 80,990.4 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Fidelity Service Company, Inc. |
| Advisor | FMR Co., Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Fidelity Distributors Corporation |
| Portfolio Manager | Deane Gyllenhaal, Patrick Waddell, Louis Bottari, Peter Matthew, Robert Regan, Thomas Brussard Jr |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 132 |
| Market Maker | Jane Street |
| Total Expense | 0.15 |
| Management Fee | 0.15 |
| Country Name | USA |
| Returns Y T D | 20.26 |
| Name | Fidelity Low Volatility Factor ETF |
| Currency Code | USD |
| Open Figi | BBG00DRFDQV2 |
| In Threey Volatility | 14.42 |
| 1y Volatility | 9.4 |
| 200 Day M A | 57.9427 |
| 50 Day M A | 61.4497 |
| Code | FDLO |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
Fidelity Low Volatility [FDLO] is traded in USA and was established 2016-09-12. The fund is listed under Large Blend category and is part of Fidelity Investments family. The entity is thematically classified as Size And Style ETFs. Fidelity Low Volatility currently have 400.79 M in assets under management (AUM). , while the total return for the last 3 years was 9.9%.
Check Fidelity Low Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Low Volatility Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Low Volatility Etf Constituents
| ACN | Accenture plc | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| T | ATT Inc | Stock | Communication Services | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples |
Fidelity Low Top Holders
| NFDIX | Newfound Risk Managed | Mutual Fund | Tactical Allocation | |
| LCAIX | Lazard Capital Allocator | Mutual Fund | Tactical Allocation | |
| LCAOX | Lazard Capital Allocator | Mutual Fund | Tactical Allocation |
Fidelity Low Volatility Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Fidelity Low. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1122 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.1) |
Fidelity Low Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Low Volatility. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
The market value of Fidelity Low Volatility is measured differently than its book value, which is the value of Fidelity that is recorded on the company's balance sheet. Investors also form their own opinion of Fidelity Low's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Low's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Fidelity Low's market value can be influenced by many factors that don't directly affect Fidelity Low's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Fidelity Low's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Low is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Low's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.