FESM

Fidelity Enhanced Small Cap ETF

$36.30
+0.00%
Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The Fidelity Enhanced Small Cap ETF (FESM) seeks to provide investment results that correspond, before fees and expenses, to the performance of the Fidelity Enhanced Small Cap Index.

Overview

ETF tracking Fidelity Enhanced Small Cap ETF

Category Small Cap
Issuer Other
Inception Date 2023-11-20
Market Cap $2.4B
Average Volume N/A
Dividend Yield 1.06%
52-Week Range $25.93 - $37.80
VWAP $36.22

Performance

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Investment Summary

📎 Investment Objective

The Fidelity Enhanced Small Cap ETF (FESM) seeks to provide investment results that correspond, before fees and expenses, to the performance of the Fidelity Enhanced Small Cap Index.

🎯 Investment Strategy

The ETF uses a passive management approach, investing in a representative sample of securities included in the underlying index. The index is designed to provide exposure to small-capitalization U.S. equities with the potential for enhanced returns compared to a traditional small-cap index.

✨ Key Features

  • Tracks the Fidelity Enhanced Small Cap Index, which aims to provide enhanced returns compared to a traditional small-cap index
  • Invests in a representative sample of small-cap U.S. equities
  • Utilizes a passive management approach to seek to replicate the index's performance
  • Relatively low expense ratio of 0.00%

⚠️ Primary Risks

  • Exposure to small-cap stocks, which may be more volatile and less liquid than large-cap stocks
  • Potential for underperformance compared to the broader small-cap market if the index's enhancement strategy is not effective
  • Market risk, as the value of the ETF's holdings may decline due to general market conditions
  • Tracking error risk, as the ETF may not perfectly replicate the performance of the underlying index

👤 Best For

The Fidelity Enhanced Small Cap ETF may be suitable for investors seeking exposure to the small-cap segment of the U.S. equity market with the potential for enhanced returns. It may be appropriate for investors with a higher risk tolerance and a long-term investment horizon, as small-cap stocks can be more volatile in the short term.