Key Takeaways Value firms may offer more durability and returns over time in a volatile near- to medium-term outlook.
Don't look now, but markets may be poised for a value rotation. Each year, market uncertainty sees headlines and narratives about a potential value rotation grow.
Fidelity International Value Factor ETF offers diversified exposure to large-cap value stocks in developed international markets. FIVA has outperformed the EFA benchmark since inception and delivered strong recent returns, but lags some peers like DFIV and EFV over the past four years. Despite recent outperformance, it remains premature to declare a sustained comeback for the value factor.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JA Jeff Ameen Spire Wealth Management | 3,239 | $81,796.47 | $125,316.91 | $43,520.44 | 53.21% |
| AF Alexandria Fry Dentgroup LLC | 6,985 | $239,096.55 | $270,179.8 | $31,083.25 | 13% |
| KC Kimberly Cappellano Private Wealth Asset Management LLC | 500 | $17,405 | $19,340 | $1,935 | 11.12% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 16,039 | $513,736.72 | $620,388.52 | $106,651.8 | 20.76% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 708 | $20,772.72 | $27,385.44 | $6,612.72 | 31.83% |
| ARCA Exchange | US Country |
The fund is designed for investors looking to gain exposure to international markets, specifically focusing on large- and mid-cap companies outside of the United States that are considered to have valuable investment valuations. It commits at least 80% of its assets to securities within the Fidelity International Value Factor Index, which includes a range of developed international companies. Additionally, it invests in depositary receipts that represent the securities included in the index, broadening its scope to encompass a variety of international investment opportunities with a focus on value investing. The index aims to capture the performance of these selected companies, offering investors a strategic means to diversify their portfolio across global equities with perceived value.
This service offers investors an opportunity to diversify their investment portfolio beyond domestic equities by investing in large- and mid-capitalization companies located in developed international markets. The focus here is on value investing, identifying companies that are undervalued relative to their fundamentals, with the aim of achieving growth over time. By targeting securities included in the Fidelity International Value Factor Index and depositary receipts that represent such securities, the fund aims to tap into the potential of international markets, providing a strategic investment option for those looking to expand globally.