Fidelity Value Factor ETF
FVAL

$59.71

0.85%

Market Cap: $839M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]

1% less funds holding

Funds holding: 105 [Q1] → 104 (-1) [Q2]

2% less capital invested

Capital invested by funds: $489M [Q1] → $481M (-$8.37M) [Q2]

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

181.45% less ownership

Funds ownership: 241.52% [Q1] → 60.07% (-181.45%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for FVAL.

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Financial journalist opinion

Zacks Investment Research

Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on 09/12/2016.

Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?

Zacks Investment Research

Is Fidelity Value Factor ETF (FVAL) a Strong ETF Right Now?

The Fidelity Value Factor ETF (FVAL) was launched on 09/12/2016, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.

Is Fidelity Value Factor ETF (FVAL) a Strong ETF Right Now?

FVAL: Divorcing The Size Factor From Value

FVAL tracks the Fidelity U.S. Value Factor Index, focusing on undervalued large-cap and mid-cap stocks in the U.S. While FVAL has shown decent performance, its high concentration risk and expense ratio of 0.15% for the potentially small performance spread may limit its value to investors. Size and quality are also components of value and by not at least including the first one in its approach, this ETF doesn't seem like a good value ETF.

FVAL: Divorcing The Size Factor From Value

Consider FVAL When Adding Value

The significant performance of several mega-cap growth stocks buoyed equity markets for much of this year. Amid the rise in stocks, concerns over valuations have many investors looking for more attractively priced companies.

Consider FVAL When Adding Value

What You Don't Know About These Vanguard And Fidelity ETFs Can Hurt Your Alpha

Vanguard offers factor-based ETFs that have shown outstanding performance compared to unmanaged, index-based comparison ETFs. Factor-based ETFs have now become mainstream investments, with a market share of over 20% globally. Assets under management for factor-based investments have grown significantly, leading many investors to include factor funds in their portfolios.

What You Don't Know About These Vanguard And Fidelity ETFs Can Hurt Your Alpha

Zacks Investment Research

Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on 09/12/2016.

Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?

FVAL: Attractive Valuation Despite A Heavy Weight In Technology

Fidelity Value Factor ETF selects stocks based on four valuation ratios, with a focus on large companies. FVAL has a sector breakdown and fundamental growth rates similar to the S&P 500, which is quite rare among value funds. FVAL has a more sophisticated strategy than most value ETFs and a higher total return.

FVAL: Attractive Valuation Despite A Heavy Weight In Technology

3 Key Considerations That Set Fidelity's Factor ETFs Apart

Factor investing remains one of the most popular investing strategies this decade. Fidelity offers several factor-based equity ETFs that rely on its “three S” approach.

3 Key Considerations That Set Fidelity's Factor ETFs Apart

Zacks Investment Research

Is Fidelity Value Factor ETF (FVAL) a Strong ETF Right Now?

Making its debut on 09/12/2016, smart beta exchange traded fund Fidelity Value Factor ETF (FVAL) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

Is Fidelity Value Factor ETF (FVAL) a Strong ETF Right Now?

Zacks Investment Research

Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?

The Fidelity Value Factor ETF (FVAL) was launched on 09/12/2016, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?

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