Fidelity U.S. Multifactor ETF (FLRG)
ARCA ARCA Primary Summary
FLRG Chart
4 Reasons This Large-Cap Can Perform in Uncertain 2025
Considering options to refresh your core allocations? Equities are facing some notable uncertainty via potential tariffs, up-and-down government policy, and declining consumer confidence.
FLRG: A Defensive Bet With Mixed Results
FLRG's multifactor strategy targets large-cap and mid-cap stocks with favorable valuations, high-quality profiles, positive momentum, and lower volatility. The fund underperformed in recent bull markets due to higher exposure to smaller-cap stocks but offers lower downside risk compared to the S&P 500. FLRG's portfolio has lower concentration risk, with top holdings making up a smaller percentage than the S&P 500.
FLRG: A Low Volatility Fund Delivering Strong Returns
FLRG offers a balanced multifactor strategy with solid returns, moderate volatility, and reasonable valuations, making it a strong long-term portfolio option. The fund focuses on large and mid-cap U.S. companies, emphasizing valuation, quality, momentum, and low volatility across 101 holdings. FLRG trades at a discount to peers, with a P/E ratio of 16.7x and higher profitability, despite a higher debt/equity ratio.
Fidelity U.S. Multifactor ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 52,000 | $1.88M | $2.13M | $254,264.4 | 13.56% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,439 | $52,565.33 | $58,991.66 | $6,426.33 | 12.23% |
 Jeremy Baltz Raleigh Capital Management Inc. | 1 | $36.79 | $40.83 | $4.04 | 10.98% |
| JP Jaimie Palmer Beacon Capital Management LLC | 8,502 | $312,788.58 | $348,837.06 | $36,048.48 | 11.52% |
 Alexandra Stickelman Root Financial Partners, LLC | 415 | $15,957 | $17,083.47 | $1,126.47 | 7.06% |
Fidelity U.S. Multifactor ETF (FLRG) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Fidelity U.S. Multifactor ETF ever had a stock split?
Fidelity U.S. Multifactor ETF Profile
| ARCA Exchange | US Country |
Overview
The fund operates with a specific investment strategy that focuses on capitalizing on opportunities within the U.S. equity market, adhering closely to its principle of investing a minimum of 80% of its assets in securities that form part of the Fidelity U.S. Multifactor Index?. This index is meticulously crafted to represent the performance of stocks emanating from large to mid-sized U.S. companies. These companies are specifically chosen based on criteria such as attractive valuations, robust quality profiles, strong momentum signals, and a tendency to exhibit lower volatility than the market at large. This investment approach aims to provide investors with a diversified portfolio of U.S. equities that balances potential returns with an attentiveness to risk.
Products and Services
- Fidelity U.S. Multifactor Index Investments
This cornerstone product allows investors access to a diversified portfolio through investment in securities that are integral to the Fidelity U.S. Multifactor Index. The selection criteria ensure that the portfolio comprises stocks from companies with solid valuation metrics, high quality profiles, demonstrated positive momentum, and relatively lower volatility. This product is designed for investors looking for measured exposure to the U.S. equity market, with a balanced approach towards risk and performance.
