Summary
FDLO Chart
Low Volatility ETF (FDLO) Hits New 52-Week High
For investors seeking momentum, Fidelity Low Volatility Factor ETF FDLO is probably on the radar. The fund just hit a 52-week high and has risen 16.46% from its 52-week low price of $63.36/share.
FDLO: A Perfect Hybrid Portfolio For An Uncertain Market
Fidelity Low Volatility Factor ETF (FDLO) earns a Buy rating for its hybrid approach, blending tech upside with low-volatility stock selection. FDLO maintains sector weights aligned with the broader market, using proprietary screens for low volatility, low beta, and stable earnings within each sector. The ETF consistently outperforms peers by capturing tech-led rallies while mitigating downside risk, with 38% in top 10 holdings and 9% annualized volatility.
As AI Concentration Risk, Iran Loom, Try Volatility ETF FDLO
Investors have plenty on their plates right now, from continued geopolitical issues in the Strait of Hormuz still threatening the global economy to looming concerns about AI concentration risk. Advisors likely have clients asking questions.
Fidelity Low Volatility Factor ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 701,383 | $47.93M | $51.33M | $3.4M | 7.09% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 49 | $3,348.42 | $3,594.64 | $246.22 | 7.35% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,155 | $609,853.78 | $669,962.9 | $60,109.12 | 9.86% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 12,509 | $671,365.63 | $922,288.57 | $250,922.94 | 37.38% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,580 | $283,172.5 | $337,683.4 | $54,510.9 | 19.25% |
Fidelity Low Volatility Factor ETF (FDLO) FAQ
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Fidelity Low Volatility Factor ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is designed to cater to investors seeking exposure to the U.S. equities market with an emphasis on reduced volatility. By focusing investments on companies that are characterized by lower volatility compared to the broader market, the fund aims to provide a more stable investment option. The target allocation involves at least 80% of the fund's assets being invested in securities that are part of the Fidelity U.S. Low Volatility Factor Index. This index is meticulously constructed to mirror the performance of large and mid-capitalization U.S. companies that exhibit less price volatility. Additionally, the fund engages in securities lending, which is a strategy employed to generate extra income. This approach involves lending out securities to other institutions or traders in exchange for a fee, which in turn contributes to the fund's overall income. Such strategic income generation methods are integral to the fund’s objective of providing returns while maintaining a focus on low volatility investments.
Products and Services
- Low Volatility U.S. Equity Investments
This product is centered around investing in U.S. equities that demonstrate lower volatility than the broader market. By targeting large and mid-capitalization companies that are less susceptible to wide price swings, the fund aims to offer a more stable investment avenue. These investments are carefully selected to align with the Fidelity U.S. Low Volatility Factor Index, ensuring that the portfolio reflects the index's performance characteristics.
- Securities Lending Program
As part of its strategy to maximize returns for investors, the fund engages in a securities lending program. This program involves the lending of securities to qualified third parties, such as other investment firms or hedge funds, in exchange for a fee. This process provides an additional income stream for the fund, which can enhance overall returns. The securities lending program is managed with a focus on minimizing risk and ensuring that it contributes positively to the fund’s income.
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