Fidelity Dividend ETF for Rising RatesFDRR
FDRR
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 87 [Q2] → 89 (+2) [Q3]
1% more capital invested
Capital invested by funds: $180M [Q2] → $182M (+$1.64M) [Q3]
0.89% less ownership
Funds ownership: 33.42% [Q2] → 32.54% (-0.89%) [Q3]
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
Research analyst outlook
We haven’t received any recent analyst ratings for FDRR.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
FDRR Failed To Outperformed In Rising Rates
Fidelity Dividend ETF For Rising Rates (FDRR) focuses on dividend stocks with a positive correlation to 10-year U.S. Treasury yields. FDRR is heavy in technology, with a sector breakdown close to the S&P 500, and has value characteristics. FDRR's dividend growth has outpaced inflation, which is a good point.
Neutral
ETF Trends
4 months ago
2 Questions to Ask When Investing in Dividend ETFs
Dividend ETFs often appeal to investors seeking reliable or elevated income opportunities. Before investing, advisors and investors should understand two core elements of dividend ETFs.
Negative
Seeking Alpha
5 months ago
FDRR: This Dividend Growth Strategy ETF Fails To Impress
Fidelity Dividend ETF for Rising Rates invests in large and mid-cap companies with a dividend growth profile and positively correlated to rising Treasury yields. A historical FDRR ETF underperformance relative to alternative dividend growth ETFs is disappointing. Declining rates could add volatility to the strategy.
Positive
Seeking Alpha
6 months ago
ETFs For Inflation: Is FCPI Better Than FDRR?
The Fidelity Stocks for Inflation ETF and Fidelity Dividend ETF For Rising Rates funds are designed for an inflationary environment. The former, FCPI, focuses on fundamentals and momentum, while the latter, FDRR, seeks dividends and correlation with treasury yields. FCPI has outperformed FDRR since its inception, but both funds have lagged the S&P 500 index.
Positive
ETF Trends
6 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
1 year ago
FDRR: Strategy Concerns As Interest Rates Decline
Fidelity Dividend ETF for Rising Rates invests in companies expected to perform well in a rising interest rate environment. The fund has underperformed historically raising questions about the effectiveness of its strategy with an outlook for rates to decline going forward. We recommend investors to avoid FDRR while considering alternative dividend ETFs.
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