FQAL

Fidelity Quality Factor ETF

$74.46
+0.00%
Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Fidelity Quality Factor ETF (FQAL) seeks to provide investment results that correspond, before fees and expenses, to the performance of the Fidelity U.S. Quality Factor Index.

Overview

ETF tracking Fidelity Quality Factor ETF

Category Other
Issuer Other
Inception Date 2016-09-15
Market Cap $1.1B
Average Volume N/A
Dividend Yield 1.17%
52-Week Range $57.29 - $76.03
VWAP $74.60

Performance

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Investment Summary

📎 Investment Objective

The Fidelity Quality Factor ETF (FQAL) seeks to provide investment results that correspond, before fees and expenses, to the performance of the Fidelity U.S. Quality Factor Index.

🎯 Investment Strategy

The ETF invests in a portfolio of U.S. large- and mid-cap stocks that exhibit high quality characteristics, such as high profitability, stable earnings, and low financial leverage. The fund's holdings are selected and weighted based on these quality factors.

✨ Key Features

  • Focuses on high-quality U.S. large- and mid-cap stocks
  • Utilizes a rules-based index methodology to identify and weight companies based on quality factors
  • Aims to provide exposure to a portfolio of stocks with potentially lower volatility and higher profitability
  • Relatively low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
  • Sector concentration risk: The fund may be more heavily weighted in certain sectors, which could increase its vulnerability to those sectors
  • Quality factor risk: The fund's focus on quality factors may not always perform well compared to the broader market
  • Tracking error risk: The fund may not perfectly track its underlying index

👤 Best For

The Fidelity Quality Factor ETF may be suitable for investors seeking exposure to a portfolio of high-quality U.S. stocks with the potential for lower volatility and higher profitability. It may be particularly appealing to investors with a long-term investment horizon who are looking to complement their core equity holdings.