FSMD:NYE-Fidelity Small-Mid Factor (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 40.92

Change

0.00 (0.00)%

Market Cap

USD 0.53B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund normally invests at least 80% of its assets in securities included in the Fidelity Small-Mid Multifactor Index", which is designed to reflect the performance of stocks of small- and mid-capitalization U.S. companies with attractive valuations, high quality profiles, positive momentum signals, and lower volatility than the broader market, as represented by the Fidelity U.S. Extended Investable Market Index".

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-03 )

ETFs Containing FSMD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.95% 83% B 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.95% 83% B 68% D+
Trailing 12 Months  
Capital Gain 26.84% 84% B 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.84% 84% B 73% C
Trailing 5 Years  
Capital Gain 57.38% 84% B 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 57.38% 84% B 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.75% 89% A- 75% C
Dividend Return 15.12% 89% A- 73% C
Total Return 1.36% 72% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 20.97% 68% D+ 51% F
Risk Adjusted Return 72.09% 84% B 85% B
Market Capitalization 0.53B 25% F 49% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:
Superior risk adjusted returns

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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Low market capitalization

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.