Morningstar

Fidelity Enhanced Small Cap Core ETF FESM

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FESM

Will FESM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FESM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FESM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FESM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Enhanced Small Cap Core ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FESM

More FESM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Securities Lending Cash Central Fund

2.79 186M
Cash and Equivalents

Fidelity Cash Central Fund

1.18 78M
Cash and Equivalents

Glaukos Corp

0.77 51M
Healthcare

Oscar Health Inc Class A

0.75 50M
Healthcare

Commercial Metals Co

0.73 49M
Industrials

Abercrombie & Fitch Co Class A

0.73 48M
Consumer Cyclical

HealthEquity Inc

0.73 48M
Healthcare

Outfront Media Inc

0.72 48M
Real Estate

Fluor Corp

0.70 47M
Industrials

EnerSys

0.70 47M
Industrials

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