Values as of: 2024-11-15
ETF | Mid-Cap Blend |
Last Closing
USD 42.67Change
-0.43 (-1.00)%Market Cap
USD 0.57BVolume
0.05MAnalyst Target
N/AVerdict
Verdict
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".
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF |
-0.69 (-1.06%) |
USD 91.59B |
| IWR | iShares Russell Mid-Cap ETF |
-0.64 (-0.70%) |
USD 39.94B |
| MDY | SPDR® S&P MIDCAP 400 ETF Trus.. |
-6.53 (-1.10%) |
USD 24.45B |
| VXF | Vanguard Extended Market Index.. |
-2.77 (-1.42%) |
USD 20.72B |
| SPMD | SPDR Russell Small Cap Complet.. |
-0.63 (-1.11%) |
USD 11.56B |
| XMHQ | Invesco S&P MidCap Quality ETF |
-1.48 (-1.43%) |
USD 6.10B |
| JHMM | John Hancock Multifactor Mid C.. |
-0.56 (-0.90%) |
USD 4.20B |
| IVOO | Vanguard S&P Mid-Cap 400 Index.. |
-1.26 (-1.15%) |
USD 2.43B |
| EQAL | Invesco Russell 1000 Equal Wei.. |
-0.43 (-0.85%) |
USD 0.64B |
| JPME | JPMorgan Diversified Return U... |
-0.49 (-0.46%) |
USD 0.43B |
N/A
| 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 | 17.78% | 100% | F | 72% | C | ||
| Dividend Return | 1.10% | 53% | F | 20% | F | ||
| Total Return | 18.87% | 94% | A | 69% | C- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 29.26% | 89% | A- | 76% | C+ | ||
| Dividend Return | 1.56% | 42% | F | 22% | F | ||
| Total Return | 30.82% | 89% | A- | 75% | C | ||
| Trailing 5 Years | |||||||
| Capital Gain | 63.11% | 89% | A- | 75% | C | ||
| Dividend Return | 8.69% | 42% | F | 24% | F | ||
| Total Return | 71.80% | 89% | A- | 75% | C | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 13.92% | 89% | A- | 74% | C | ||
| Dividend Return | 15.28% | 89% | A- | 73% | C | ||
| Total Return | 1.36% | 72% | C | 33% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 20.98% | 68% | D+ | 52% | F | ||
| Risk Adjusted Return | 72.83% | 84% | B | 85% | B | ||
| Market Capitalization | 0.57B | 25% | F | 50% | 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 dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
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.
