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The Fidelity Value Factor ETF (FVAL) was introduced on December 9, 2016. It is a smart beta exchange-traded fund that provides wide access to the Large Cap Value section of the market.
The Fidelity Value Factor ETF (FVAL) was introduced on September 12, 2016. It is a smart beta exchange-traded fund that aims to provide wide access to the Large Cap Value section of the market.
FVAL follows the Fidelity U.S. Value Factor Index, which targets undervalued large-cap and mid-cap stocks in the U.S. Although FVAL has performed reasonably well, its high concentration risk and an expense ratio of 0.15% could reduce its appeal to investors. Additionally, since it doesn't incorporate size as part of its strategy, it may not be considered a strong value ETF.
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.
Are you interested in gaining exposure to the Large Cap Value segment of the US equity market? If so, you may want to consider investing in the Fidelity Value Factor ETF (FVAL), which is a passively managed exchange traded fund that was launched on 09/12/2016.
Making its debut on 09/12/2016, smart beta exchange traded fund Fidelity Value Factor ETF (FVAL) provides investors broad exposure to the Style Box - Large Cap Value category of the market.
The Fidelity Value Factor ETF has outperformed segment benchmark ETFs in recent years through an alternative indexing strategy. We highlight that the fund includes a large concentration in 5 mega-cap "Mag 7" names that are more commonly associated with growth. The fund may continue to deliver positive returns, but may not have the type of value exposure investors are seeking.
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.
A smart beta exchange traded fund, the Fidelity Value Factor ETF (FVAL) debuted on 09/12/2016, and offers broad exposure to the Style Box - Large Cap Value category of the market.
Fidelity® Value Factor ETF is a large cap value fund with a portfolio of 128 stocks and a total expense ratio of 0.29%. It is very close to the S&P 500 regarding the sector breakdown, whereas value funds usually overweigh financials. The FVAL ETF has outperformed its competitors in both 5-year and year-to-date total return, likely thanks to a sophisticated value score calculation.
FAQ
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