The Fidelity Value Factor ETF (FVAL) made its debut on 09/12/2016, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the market.
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on September 12, 2016.
For factor investors, there's a massive gap between growth and value stocks that appears to only be widening. As of July 24, 2026, the iShares Russell 1000 Value ETF, which tracks the Russell 1000 Value Index, had returned 18.88% year-to-date (YTD), while the iShares Russell 1000 Growth ETF was down 0.36%.
| XBER Exchange | US Country |
The mentioned company operates within the financial services sector, focusing particularly on investment fund management. Its core strategy involves putting at least 80% of its assets into securities that fall within the Fidelity U.S. Value Factor Index. This index is specifically designed to capture the performance of large and mid-cap U.S. companies that are deemed to have attractive valuations, suggesting a focus on value investing. Besides investing, the company also engages in securities lending as a means to generate additional income for the fund, demonstrating a multifaceted approach to investment management and income generation.
By concentrating at least 80% of its assets in securities that are part of the Fidelity U.S. Value Factor Index, the company offers a product focused on investing in companies with attractive valuations. This product targets investors looking for exposure to large and mid-cap U.S. companies that are potentially undervalued, aiming to leverage the price growth potential of these equities.
The firm practices securities lending, which involves loaning out securities to earn additional income. This service is aimed at enhancing the overall return of the fund, illustrating the company's initiative to optimize income streams for its investors. It's a common practice among investment funds to lend out securities to interested parties, such as other investors and institutions, in exchange for a fee.