FSMD:NYE-Fidelity Small-Mid Multifactor ETF (USD)

ETF | Mid-Cap Blend | NYE

Last Closing Price

USD 32.83

Change

0.00 (0.00)%

Market Cap

USD 0.06B

Volume

9.35K

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Small-Mid Multifactor Index?. The fund normally invests at least 80% of its assets in securities included in the Fidelity Small-Mid Multifactor Index?, which is designed to reflect the performance of stocks of small- and mid-capitalization U.S. companies with attractive valuations, high quality profiles, positive momentum signals, and lower volatility than the broader market, as represented by the Fidelity U.S. Extended Investable Market Index?.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-06-20 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
VO Vanguard Mid-Cap Index Fund ET.. 0.04 %

N/A

USD151.27B
VXF Vanguard Extended Market Index.. 0.06 %

N/A

USD110.34B
IJH iShares Core S&P Mid-Cap ETF 0.05 %

N/A

USD64.57B
IWR iShares Russell Mid-Cap ETF 0.19 %

N/A

USD29.11B
MDY SPDR S&P MIDCAP 400 ETF Trust 0.23 %

N/A

USD21.73B
SCHM Schwab U.S. Mid-Cap ETF 0.04 %

N/A

USD9.48B
SPMD SPDR Portfolio S&P 400 Mid Cap.. 0.05 %

N/A

USD4.71B
IVOO Vanguard S&P Mid-Cap 400 Index.. 0.10 %

N/A

USD2.92B
JHMM John Hancock Multifactor Mid C.. 0.42 %

N/A

USD2.20B
JKG iShares Morningstar Mid-Cap ET.. 0.04 %

N/A

USD0.84B

ETFs Containing FSMD

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Mid-Cap Blend)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.43% 88% B+ 66% D
Dividend Return 0.62% 100% A+ 27% F
Total Return 15.05% 88% B+ 65% D
Trailing 12 Months  
Capital Gain 44.16% 67% D+ 66% D
Dividend Return 1.83% 92% A- 30% F
Total Return 45.99% 67% D+ 65% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 6.58% 13% F 59% F
Dividend Return 0.48% 13% F 12% F
Total Return 7.06% 8% F 52% F
Risk Return Profile  
Volatility (Standard Deviation) 23.79% 21% F 46% F
Risk Adjusted Return 29.65% 8% F 41% F
Market Capitalization 0.06B 13% F 11% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.