Fidelity Low Duration Bond Factor ETFFLDR
FLDR
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
2% more funds holding
Funds holding: 61 [Q2] → 62 (+1) [Q3]
3% more capital invested
Capital invested by funds: $171M [Q2] → $176M (+$4.71M) [Q3]
3.41% less ownership
Funds ownership: 34.77% [Q2] → 31.35% (-3.41%) [Q3]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for FLDR.
Financial journalist opinion
Neutral
ETF Trends
2 months ago
Check Out These 3 Short Duration Fixed Income ETFs
Many investors are still sitting on the sidelines in cash, potentially missing out on the short duration fixed income segment. Importantly, investors sitting in cash via money market funds have earned a compelling rate without taking on much risk.
Negative
Seeking Alpha
3 months ago
FLDR Likely To See Its Dividend Shrink, Moving To Hold (Rating Downgrade)
FLDR is a low duration bond fund: It invests in U.S. investment-grade floating rate notes and Treasury notes with a duration of 1 year or less. The fund has a low volatility profile: Its short duration and investment grade composition minimize interest rate and credit risk. The ETF's dividend will shrink: As interest rates move lower, the fund's yield will decrease.
Neutral
Zacks Investment Research
5 months ago
Low Duration Bond ETF (FLDR) Hit a 52-Week High
The low duration ETF (FLDR) hit a 52-week high lately.
Positive
Seeking Alpha
5 months ago
FLDR: Great For Conservative Investors
Fidelity Low Duration Bond Factor ETF offers low interest rate sensitivity and credit risk balance with a 5.55% yield and 0.88 years duration. The FLDR ETF primarily invests in investment-grade floating rate notes alongside US Treasury notes, with 80% of holdings in the Financials sector. The fund has high credit quality with the majority of positions rated AA and A, under 6 months duration, and a mix of global notes.
Positive
Zacks Investment Research
7 months ago
Rates to Stay Higher for Longer? ETF Strategies to Play
The Fed's Neel Kashkari believes that it's likely that the Fed will cut interest rates once in 2024, possibly in December.
Positive
Zacks Investment Research
9 months ago
Fed Rhetoric Turns Hawkish: ETF Strategies to Play Rising Yields
Federal Reserve Chair Jerome Powell's recent remarks indicate a delay in rate cuts.
Negative
Zacks Investment Research
9 months ago
ETF Strategies to Play Rising Yields
Stocks slumped to start Q2 as an interest rate cut by the Fed may come later than anticipated before. Investors can rely on these ETF strategies to play rising yields.
Negative
Zacks Investment Research
9 months ago
No Rate Cut Until 2H of 2024? High-Yield Short-Term Bond ETFs to Buy
The yield on the benchmark 10-year Treasury rose to around 4.38%, hovering at its highest levels of 2024, up from 3.95% recorded at the start of 2024.
Positive
Zacks Investment Research
11 months ago
No Rate Cut Until Summer? High-Yield Short-Term Bond ETFs to Buy
Atlanta Fed President Bostic's insights emphasized the importance of data-driven decision-making and indicated that the first rate should not come before summer time.
Positive
Seeking Alpha
1 year ago
With The Fed Still On Hold, FLDR Is A Buy
Speculation of a Fed rate cut is still present, with the Fed Funds futures market pricing a probability of a March 2024 Fed rate cut. The article suggests that the Fed will wait for consecutive months of below target inflation data before considering a cut. The Fidelity Low Duration Bond Factor ETF is a short-term bond fund that offers a high 30-day SEC yield.
Charts implemented using Lightweight Charts™