Fidelity Momentum Factor ETF (FDMO) offers disciplined exposure to large- and mid-cap U.S. equities, emphasizing market leaders with strong momentum. FDMO systematically overweights stocks with robust price trends, earnings revisions, and institutional flows, while underweighting laggards, avoiding speculative small caps. The fund has outperformed major benchmarks in 2026, benefiting from concentrated leadership in AI, technology, and pharmaceutical innovation.
Physics tells us that something in motion stays in motion. With a month-to-date gain of 7.4% for momentum, according to data from S&P Global, other style-box factors essentially got out of momentum's way.
Could now be the time for factor investing to thrive? Most investors already have significant exposures to market leading tech stocks which dominate overall performance.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 31,598 | $2.53M | $3M | $469,385.09 | 18.55% |
| CE Curtis Ellergodt Rothschild Investment LLC | 164 | $13,735 | $15,572.62 | $1,837.62 | 13.38% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 274 | $21,790.52 | $25,919.03 | $4,128.51 | 18.95% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 6,580 | $545,767.42 | $624,803.9 | $79,036.48 | 14.48% |
Jeff Ameen Spire Wealth Management | 39 | $3,243.63 | $3,740.49 | $496.86 | 15.32% |
| ARCA Exchange | US Country |
The company detailed operates as an investment fund, primarily focusing on capitalizing on the momentum of U.S. stocks. Specifically, it dedicates at least 80% of its assets towards securities that are part of the Fidelity U.S. Momentum Factor Index. This commitment underlines a strategic approach to investing, targeting large and mid-capitalization American companies demonstrating positive momentum. The firm not only aims to track the performance of these companies through the mentioned index but also seeks additional income through securities lending, illustrating its multifaceted approach to generating returns for its investors.
The core offering of the company revolves around investing in securities that are featured within the Fidelity U.S. Momentum Factor Index. This product is designed for investors looking for exposure to U.S. companies with large and mid-cap sizes that show potential for growth and momentum. By aligning 80% of its assets with the constituents of this index, the fund aims to benefit from the upward trajectory of these select companies.
Alongside traditional investments, the company engages in securities lending. This practice involves lending out securities to other parties in exchange for a fee, which in turn generates additional income for the fund. Securities lending serves as a supplementary strategy to optimize the return on investment, enhancing the overall performance of the fund for its stakeholders.