Fidelity Value Factor ETFFVAL
FVAL
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
27% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 37
6% more funds holding
Funds holding: 113 [Q3] → 120 (+7) [Q4]
7% less capital invested
Capital invested by funds: $903M [Q3] → $840M (-$63M) [Q4]
8.28% less ownership
Funds ownership: 96.6% [Q3] → 88.32% (-8.28%) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FVAL.
Financial journalist opinion
Neutral
Zacks Investment Research
6 hours ago
Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?
Launched on 09/12/2016, the Fidelity Value Factor ETF (FVAL) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
Neutral
Seeking Alpha
3 weeks ago
FVAL: A High-Tech Value Play With Risky Downside Exposure
Fidelity Value Factor ETF invests in about 130 U.S. large-cap and mid-cap value stocks with a 0.15% expense ratio. FVAL's sector-neutral approach results in high technology exposure, improving growth potential but trailing the S&P 500 long-term. FVAL has outperformed other value funds like VTV and IUSV, but is more vulnerable in market downturns due to lower defensive sector exposure.
Neutral
ETF Trends
1 month ago
What Quality & Value Factor ETFs Can Bring to Portfolios
Investors' search for financially healthy companies with strong balance sheets might bring them to value and quality factor ETFs. As investors consider factor ETFs such as the Fidelity Value Factor ETF (FVAL) and the Fidelity Quality Factor ETF (FQAL), it's important to fully understand the differences between the two strategies.
Neutral
Zacks Investment Research
2 months ago
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.
Neutral
Zacks Investment Research
2 months ago
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.
Positive
Seeking Alpha
3 months ago
FVAL: Low Valuation With An Unusual Sector Allocation For A Value Fund
FVAL offers exposure to undervalued large and mid-cap U.S. companies, with significant positions in tech and consumer discretionary sectors, unlike traditional value funds. Despite low valuations, FVAL's volatility is higher than typical value funds, making it less suitable for defensive investing during market downturns. FVAL's growth potential is driven by holdings in mega-cap tech stocks like Microsoft, Nvidia, and Apple, emphasizing innovation and long-term capital gains.
Positive
ETF Trends
3 months ago
Value Investing Sliced 4 Different Ways
Many opportunities exist for advisors and investors looking to increase their value allocations or simply diversify their large-cap exposures heading into the end of the year. Fidelity offers value investing in several different strategy types to complement a variety of equity portfolios.
Neutral
Zacks Investment Research
4 months ago
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.
Neutral
Zacks Investment Research
4 months ago
Is Fidelity Value Factor ETF (FVAL) a Strong ETF Right Now?
Launched on 09/12/2016, the Fidelity Value Factor ETF (FVAL) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.
Neutral
Zacks Investment Research
6 months ago
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.
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