Fidelity Low Volatility Factor ETFFDLO
FDLO
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
38% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 37
6% more capital invested
Capital invested by funds: $934M [Q3] → $989M (+$55M) [Q4]
5% more funds holding
Funds holding: 129 [Q3] → 136 (+7) [Q4]
1.72% more ownership
Funds ownership: 73.68% [Q3] → 75.39% (+1.72%) [Q4]
40% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 3 (-2) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FDLO.
Financial journalist opinion
Negative
Zacks Investment Research
2 days ago
Navigate Market Swings With Low-Volatility ETFs
Volatility intensifies after Powell warns of rising inflation and slowing growth. The ETFs discussed here could be solid bets in the current choppy market.
Positive
Seeking Alpha
2 weeks ago
FDLO: A Resilient ETF For A Turbulent Market
Fidelity Low Volatility Factor ETF aims to generate market-like returns with less volatility and a similar sector breakdown. The FDLO ETF has underperformed the Russell 1000 since inception, but has shown better resilience in market downturns, especially recently. FDLO is among the best performing low-volatility ETFs over the last 7 years.
Neutral
ETF Trends
1 month ago
Low Volatility ETFs Not Among Popular Defensive Plays
Uncertainty is the market's current buzz word. Concerns about policy, recession risk, inflation, consumer confidence, economic growth, and geopolitics have stock prices on a rollercoaster ride this year.
Negative
Zacks Investment Research
1 month ago
Market Turmoil Raises Appeal for Low-Volatility ETFs
Volatility intensifies due to Trump's tariff plans and signs of economic slowdown. These ETFs could be solid investment options in the current choppy market.
Positive
Seeking Alpha
4 months ago
FDLO: Balancing Growth And Stability With Low Volatility
FDLO invests in about 130 low volatility large-cap U.S. stocks, balancing return and volatility with a low expense ratio of 0.15%. The fund's overweight in technology stocks, including Apple, Microsoft, Alphabet, and Amazon improves its growth potential in the long run. FDLO offers better downside protection than the broader market, particularly during market corrections, due to its focus on low volatility and value stocks.
Neutral
ETF Trends
6 months ago
5 ETFs For When Market Volatility Spikes
Market volatility remains a fairly persistent aspect for investors to contend with in the back half of the year. With elevated short-term volatility risks in the fourth quarter, Fidelity offers five ETFs worth consideration, including a screen for lower volatility stocks.
Neutral
ETF Trends
7 months ago
Navigate Second Half Shocks and Volatility With FDLO
Election risk, recession risk, and more loom over second-half markets, creating the potential for heightened volatility. For those looking to dampen these potential effects within equities, the Fidelity Low Volatility Factor ETF (FDLO) may be one to consider.
Positive
Seeking Alpha
8 months ago
FDLO: A Low-Volatility ETF With Favorable Risk-Reward
FDLO's performance reflects an optimized portfolio with relatively low volatility compared to the broader stock market index. FDLO is a fund worth considering for the long run, as it balances exposure to higher-growth areas while limiting the risk associated with more volatile names and industries. FDLO's heavy allocation to the technology is perhaps the biggest risk for this fund at this moment, as investors seem to be unwinding bullish bets on market leaders.
Neutral
ETF Trends
8 months ago
Can Low Volatility ETFs Safeguard Gains?
Low volatility ETFs can be used to potentially safeguard gains and protect against market turbulence. Wall Street's popular measure of expected volatility in the stock market recorded its largest-ever intraday jump on Monday.
Negative
Seeking Alpha
9 months ago
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.
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