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Fidelity Value Factor ETF

FVAL follows a fundamentally selected, tier-weighted index of large-cap US stocks.

FVAL offers exposure to undervalued large and mid-cap U.S. companies, with significant positions in tech and consumer discretionary sectors, unlike traditional value funds. Despite low valuations, FVAL's volatility is higher than typical value funds, making it less suitable for defensive investing during market downturns. FVAL's growth potential is driven by holdings in mega-cap tech stocks like Microsoft, Nvidia, and Apple, emphasizing innovation and long-term capital gains.

FVAL: Low Valuation With An Unusual Sector Allocation For A Value Fund

Fidelity Enhanced Large Cap Value Etf

Fidelity Fundamental Large Cap Value ETF

Many opportunities exist for advisors and investors looking to increase their value allocations or simply diversify their large-cap exposures heading into the end of the year. Fidelity offers value investing in several different strategy types to complement a variety of equity portfolios.

Value Investing Sliced 4 Different Ways

The Fidelity Value Factor ETF (FVAL) was launched on 09/12/2016, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?

Launched on 09/12/2016, the Fidelity Value Factor ETF (FVAL) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.

Is Fidelity Value Factor ETF (FVAL) a Strong ETF Right Now?

FVAL tracks the Fidelity U.S. Value Factor Index, focusing on undervalued large-cap and mid-cap stocks in the U.S. While FVAL has shown decent performance, its high concentration risk and expense ratio of 0.15% for the potentially small performance spread may limit its value to investors. Size and quality are also components of value and by not at least including the first one in its approach, this ETF doesn't seem like a good value ETF.

FVAL: Divorcing The Size Factor From Value

The significant performance of several mega-cap growth stocks buoyed equity markets for much of this year. Amid the rise in stocks, concerns over valuations have many investors looking for more attractively priced companies.

Consider FVAL When Adding Value

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Vanguard U.S. Value Factor ETF

Vanguard offers factor-based ETFs that have shown outstanding performance compared to unmanaged, index-based comparison ETFs. Factor-based ETFs have now become mainstream investments, with a market share of over 20% globally. Assets under management for factor-based investments have grown significantly, leading many investors to include factor funds in their portfolios.

What You Don't Know About These Vanguard And Fidelity ETFs Can Hurt Your Alpha

Fidelity Value Factor ETF selects stocks based on four valuation ratios, with a focus on large companies. FVAL has a sector breakdown and fundamental growth rates similar to the S&P 500, which is quite rare among value funds. FVAL has a more sophisticated strategy than most value ETFs and a higher total return.

FVAL: Attractive Valuation Despite A Heavy Weight In Technology

Factor investing remains one of the most popular investing strategies this decade. Fidelity offers several factor-based equity ETFs that rely on its “three S” approach.

3 Key Considerations That Set Fidelity's Factor ETFs Apart

The Fidelity Value Factor ETF has outperformed segment benchmark ETFs in recent years through an alternative indexing strategy. We highlight that the fund includes a large concentration in 5 mega-cap "Mag 7" names that are more commonly associated with growth. The fund may continue to deliver positive returns, but may not have the type of value exposure investors are seeking.

FVAL: A Value ETF That Piggybacks Off Growth

Factor ETFs hit the ETF market over the last decade, offering a way to seek outperformance and/or manage risk better than broader indexes by targeting stocks that display specific traits or characteristics. In an ever-growing ETF ecosystem, factor strategies could potentially play a significant role for investors shifting their portfolios towards ETFs.

How Fidelity Investments' Factor ETFs Seek to Outperform Peers

Fidelity® Value Factor ETF is a large cap value fund with a portfolio of 128 stocks and a total expense ratio of 0.29%. It is very close to the S&P 500 regarding the sector breakdown, whereas value funds usually overweigh financials. The FVAL ETF has outperformed its competitors in both 5-year and year-to-date total return, likely thanks to a sophisticated value score calculation.

FVAL: Large-Cap Value ETF Outperforming Its Peers

Fidelity® Value Factor ETF holds 126 stocks with value characteristics. FVAL has specific rules for the banking industry. As a result, financials are not overweight like in most value ETFs.

FVAL: Smarter Than Most Value ETFs

FVAL implements a value strategy in a large and mid-cap universe. Unlike most value ETFs, it doesn't overweight financials.

FVAL: Best Of Breed Value ETF

FVAL tracks the Fidelity US Value Factor Index, which is rebalanced biannually.

Fidelity Value Factor ETF: Vulnerabilities To Consider

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Value stocks are finally having their day, and many expect the run to continue. These are the best value ETFs to leverage this long-awaited revival.

10 Best Value ETFs to Buy for Bundled Bargains

The Fidelity Value Factor ETF (FVAL) has hit a new 52-week high. Are more gains in store?

Fidelity Value Factor ETF (FVAL) Hits a 52-Week High

Value stocks might finally have their day – and that means great things for a host of long-maligned value exchange-traded funds (ETFs). Growth has been running up the score against value for more than a decade.

News for Fidelity Value Factor ETF ETF (FVAL)