Values as of: 2024-11-05
ETF | Large Growth |
Last Closing
USD 65.33Change
+0.72 (+1.11)%Market Cap
USD 1.08BVolume
0.01MAnalyst Target
N/AVerdict
Verdict
The fund normally invests at least 80% of assets in securities included in the Fidelity U.S. Quality Factor Index", which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with a higher quality profile than the broader market. 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.. |
+0.39 (+1.50%) |
USD 33.94B |
| VOOG | Vanguard S&P 500 Growth Index .. |
+4.90 (+1.42%) |
USD 13.35B |
| IWY | iShares Russell Top 200 Growth.. |
+2.88 (+1.31%) |
USD 12.09B |
| SPGP | Invesco S&P 500 GARP ETF |
+1.07 (+1.02%) |
USD 4.15B |
| JMOM | JPMorgan U.S. Momentum Factor .. |
+0.99 (+1.74%) |
USD 1.16B |
| SFY | SoFi Select 500 |
+1.60 (+1.52%) |
USD 0.93B |
| QGRO | American Century U.S. Quality .. |
+2.01 (+2.19%) |
USD 0.92B |
| BIBL | Northern Lights Fund Trust IV .. |
+0.50 (+1.25%) |
USD 0.33B |
| FDMO | Fidelity® Momentum Factor ETF |
+1.13 (+1.70%) |
USD 0.33B |
| GVIP | Goldman Sachs Hedge Industry V.. |
+1.92 (+1.60%) |
USD 0.31B |
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 | 20.22% | 38% | F | 77% | C+ | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 20.22% | 38% | F | 77% | C+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 29.80% | 28% | F | 74% | C | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 29.80% | 28% | F | 74% | C | ||
| Trailing 5 Years | |||||||
| Capital Gain | 81.39% | 40% | F | 81% | B- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 81.39% | 40% | F | 81% | B- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 13.58% | 32% | F | 74% | C | ||
| Dividend Return | 14.87% | 32% | F | 73% | C | ||
| Total Return | 1.28% | 96% | N/A | 30% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 17.31% | 100% | F | 60% | D- | ||
| Risk Adjusted Return | 85.88% | 100% | F | 92% | A | ||
| Market Capitalization | 1.08B | 64% | D | 58% | 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 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.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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 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.
