Values as of: 2024-09-26
ETF | Large Growth |
Last Closing
USD 66.2106Change
+0.19 (+0.28)%Market Cap
USD 0.29BVolume
0.07MAnalyst Target
N/AVerdict
Verdict
The fund normally invests at least 80% of assets in securities included in the Fidelity U.S. Momentum Factor Index", which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies that exhibit positive momentum signals. It invests in lending securities to earn income for the fund.
Company Website : http://www.institutional.fidelity.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth E.. |
+0.29 (+0.28%) |
USD 32.57B |
| VONG | Vanguard Russell 1000 Growth I.. |
+0.01 (+0.01%) |
USD 22.24B |
| VOOG | Vanguard S&P 500 Growth Index .. |
+1.17 (+0.34%) |
USD 12.93B |
| IWY | iShares Russell Top 200 Growth.. |
+0.33 (+0.15%) |
USD 11.69B |
| SPGP | Invesco S&P 500 GARP ETF |
+0.88 (+0.85%) |
USD 4.27B |
| FV | First Trust Dorsey Wright Focu.. |
+1.01 (+1.75%) |
USD 3.72B |
| QQEW | First Trust NASDAQ-100 Equal W.. |
+1.44 (+1.16%) |
USD 1.94B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
+0.28 (+0.49%) |
USD 1.26B |
| FTC | First Trust Large Cap Growth A.. |
+0.75 (+0.57%) |
USD 1.15B |
| FQAL | Fidelity® Quality Factor ETF |
+0.34 (+0.53%) |
USD 1.05B |
N/A
| Market Performance vs. Industry/Classification (Large Growth) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 25.11% | 69% | C- | 87% | B+ | ||
| Dividend Return | 0.60% | 86% | B+ | 11% | F | ||
| Total Return | 25.71% | 72% | C | 85% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 41.28% | 73% | C | 87% | B+ | ||
| Dividend Return | 0.70% | 47% | F | 8% | B- | ||
| Total Return | 41.98% | 70% | C- | 85% | B | ||
| Trailing 5 Years | |||||||
| Capital Gain | 90.26% | 43% | F | 83% | B | ||
| Dividend Return | 5.07% | 67% | D+ | 16% | F | ||
| Total Return | 95.34% | 47% | F | 82% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 13.41% | 38% | F | 75% | C | ||
| Dividend Return | 14.23% | 35% | F | 73% | C | ||
| Total Return | 0.81% | 60% | D- | 18% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 18.02% | 96% | N/A | 56% | F | ||
| Risk Adjusted Return | 78.94% | 81% | B- | 89% | A- | ||
| Market Capitalization | 0.29B | 26% | F | 40% | F | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
