Fidelity Value Factor ETFFVAL
FVAL
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
104% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 26
67% more capital invested
Capital invested by funds: $506M [Q2] → $847M (+$341M) [Q3]
26.81% more ownership
Funds ownership: 63.26% [Q2] → 90.07% (+26.81%) [Q3]
7% more funds holding
Funds holding: 105 [Q2] → 112 (+7) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q2] → 5 (+0) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for FVAL.
Financial journalist opinion
Positive
Seeking Alpha
1 month 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
1 month 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
1 month 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
1 month 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
3 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.
Neutral
Zacks Investment Research
3 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.
Positive
Seeking Alpha
4 months ago
FVAL: Divorcing The Size Factor From Value
FVAL tracks the Fidelity U.S. Value Factor Index, focusing on undervalued large-cap and mid-cap stocks in the U.S. While FVAL has shown decent performance, its high concentration risk and expense ratio of 0.15% for the potentially small performance spread may limit its value to investors. Size and quality are also components of value and by not at least including the first one in its approach, this ETF doesn't seem like a good value ETF.
Positive
ETF Trends
5 months ago
Consider FVAL When Adding Value
The significant performance of several mega-cap growth stocks buoyed equity markets for much of this year. Amid the rise in stocks, concerns over valuations have many investors looking for more attractively priced companies.
Negative
Seeking Alpha
5 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.
Neutral
Zacks Investment Research
7 months ago
Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on 09/12/2016.
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