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Fidelity Women's Leadership ETF FDWM

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FDWM

Will FDWM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDWM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDWM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FDWM’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Women's Leadership ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDWM

More FDWM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

4.35 185,325
Consumer Cyclical

Microsoft Corp

3.64 154,953
Technology

Alphabet Inc Class C

2.67 113,602
Communication Services

NVIDIA Corp

2.54 108,002
Technology

The Walt Disney Co

2.47 104,990
Communication Services

Accenture PLC Class A

2.02 86,060
Technology

The Cigna Group

1.91 81,405
Healthcare

Bank of America Corp

1.88 79,942
Financial Services

WEX Inc

1.85 78,800
Technology

Hologic Inc

1.80 76,452
Healthcare