Fidelity Momentum Factor ETFFDMO
FDMO
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
22% more capital invested
Capital invested by funds: $217M [Q3] → $266M (+$48.4M) [Q4]
14% more funds holding
Funds holding: 50 [Q3] → 57 (+7) [Q4]
24.65% less ownership
Funds ownership: 95.35% [Q3] → 70.7% (-24.65%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FDMO.
Financial journalist opinion
Neutral
Seeking Alpha
2 months ago
Selected ETFs To Watch In 2025
Following on last week's top 10 list, this week's blog focuses on ETFs related to the stocks in the list. For this week, we then screened for ETFs that contained each stock that were also rated 5 (Strong Buy), focusing on the ETF that held the stock in the greatest percentage, then traveling down the lists of ETFs that held it until we found one rated 5. This resulted in a list of Strong Buy 5 rated ETFs that held at least one Strong Buy 5 rated stock as a major holding.
Neutral
Seeking Alpha
2 months ago
FDMO: A Short-Term Play With Long-Term Challenges
FDMO's momentum strategy can capture short-term gains but often underperforms during market trend reversals, leading to higher downside risks. The fund's high turnover ratio of 119% results in increased transaction costs, reducing long-term performance compared to the S&P 500. Despite strong returns in trending markets, FDMO's long-term returns have lagged behind the S&P 500 due to higher expenses and turnover.
Positive
Seeking Alpha
6 months ago
FDMO: Not The Best Outlook For This Momentum ETF
The Fidelity Momentum Factor ETF focuses on large and mid-cap U.S. companies with strong momentum indicators, closely mirroring the Russell 1000 Index. FDMO's high exposure to mega caps has driven recent outperformance but may face challenges due to high valuations and if market leadership broadens to other sectors. Despite strong short-term gains, FDMO's five-year performance lags behind the Russell 1000 and peers, leading to a neutral stance on the fund.
Positive
Seeking Alpha
8 months ago
FDMO: Low-Cost Momentum ETF With Mixed Returns
FDMO is supposed to offer exposure to U.S. stocks exhibiting strong momentum characteristics. The index it tracks has a nuanced approach to constituent selection, with returns, volatility, EPS surprises, and short interest among the parameters assessed. Most FDMO's holdings have high beta, accompanied by robust growth characteristics. At the same time, there is close to nothing to criticize about their quality.
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.
Positive
ETF Trends
10 months ago
Whichever Direction Rates Move, Consider Looking to Fidelity ETFs
The debate around economic resilience and the direction of inflation and interest rates continues into summer. Fidelity offers an array of ETFs to reflect your portfolio's position on the path of interest rates looking ahead.
Negative
Seeking Alpha
11 months ago
FDMO: A Sophisticated, But Not Better Momentum ETF
Fidelity Momentum Factor ETF (FDMO) implements a sector-neutral strategy based on price performance, earnings surprise and short interest. It is overweight in technology and large companies. FDMO track record is disappointing compared to another momentum ETF with a simpler methodology.
Positive
ETF Trends
11 months ago
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.
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