Fidelity Low Volatility Etf Profile
| FDLO Etf | USD 54.44 0.30 0.55% |
Performance1 of 100
| Odds Of DistressLess than 9
|
Fidelity Low is selling at 54.44 as of the 24th of April 2024; that is 0.55 percent increase since the beginning of the trading day. The etf's open price was 54.14. Fidelity Low has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Fidelity Low Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of May 2022 and ending today, the 24th of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities included in the Fidelity U.S. Fidelity Low is traded on NYSEARCA Exchange in the United States. More on Fidelity Low Volatility
Moving together with Fidelity Etf
| 0.83 | VTI | Vanguard Total Stock | PairCorr |
| 0.87 | SPY | SPDR SP 500 | PairCorr |
| 0.82 | IVV | iShares Core SP | PairCorr |
| 0.96 | VIG | Vanguard Dividend | PairCorr |
| 0.88 | VV | Vanguard Large Cap | PairCorr |
| 0.88 | RSP | Invesco SP 500 | PairCorr |
| 0.82 | IWB | iShares Russell 1000 | PairCorr |
Fidelity Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Fidelity Low's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity Low or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Business Concentration | Large Blend, Fidelity Investments (View all Sectors) |
| Country Name | USA |
| Returns Y T D | 3.2 |
| Name | Fidelity Low Volatility Factor ETF |
| Currency Code | USD |
| In Threey Volatility | 14.94 |
| 1y Volatility | 10.34 |
| 200 Day M A | 52.0774 |
| 50 Day M A | 55.1316 |
| Code | FDLO |
| Updated At | 24th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.53 |
| Type | ETF |
Fidelity Low Volatility [FDLO] is traded in USA and was established 2016-09-12. The fund is listed under Large Blend category and is part of Fidelity Investments family. Fidelity Low Volatility currently have 400.79 M in assets under management (AUM). , while the total return for the last 3 years was 7.0%.
Check Fidelity Low Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Low Volatility Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Low Volatility Etf Constituents
| ACN | Accenture plc | Stock | Information Technology |
| VZ | Verizon Communications | Stock | Communication Services |
| V | Visa Class A | Stock | Financials |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
| T | ATT Inc | Stock | Communication Services |
| PYPL | PayPal Holdings | Stock | Financials |
Fidelity Low Target Price Odds Analysis
Contingent on a normal probability distribution, the odds of Fidelity Low jumping above the current price in 90 days from now is about 72.86%. The Fidelity Low Volatility probability density function shows the probability of Fidelity Low etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Fidelity Low has a beta of 0.2136. This usually indicates as returns on the market go up, Fidelity Low average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fidelity Low Volatility will be expected to be much smaller as well. Additionally, fidelity Low Volatility has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Fidelity Low to move above the current price in 90 days from now is about 72.86 (This Fidelity Low Volatility probability density function shows the probability of Fidelity Etf to fall within a particular range of prices over 90 days) .
Fidelity Low Top Holders
| NFDIX | Newfound Risk Managed | Mutual Fund | Tactical Allocation |
| LCAIX | Lazard Capital Allocator | Mutual Fund | Tactical Allocation |
| LCAOX | Lazard Capital Allocator | Mutual Fund | Tactical Allocation |
Fidelity Low Volatility Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fidelity Low market risk premium is the additional return an investor will receive from holding Fidelity Low long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Fidelity Low. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Fidelity Low's alpha and beta are two of the key measurements used to evaluate Fidelity Low's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0191 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.13) |
Fidelity Low Against Markets
Picking the right benchmark for Fidelity Low etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Fidelity Low etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Fidelity Low is critical whether you are bullish or bearish towards Fidelity Low Volatility at a given time. Please also check how Fidelity Low's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Fidelity Low without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio DiagnosticsUse generated alerts and portfolio events aggregator to diagnose current holdings |
| All Next | Launch Module |
How to buy Fidelity Etf?
Before investing in Fidelity Low, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Fidelity Low. To buy Fidelity Low etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Fidelity Low. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Fidelity Low etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Fidelity Low Volatility etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Fidelity Low Volatility etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Fidelity Low Volatility, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Fidelity Etf please use our How to Invest in Fidelity Low guide.
Already Invested in Fidelity Low Volatility?
The danger of trading Fidelity Low Volatility is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Fidelity Low is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Fidelity Low. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fidelity Low Volatility is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Fidelity Low Volatility offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Fidelity Low's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Fidelity Low Volatility Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Fidelity Low Volatility Etf: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Low Volatility. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of Fidelity Low Volatility is measured differently than its book value, which is the value of Fidelity that is recorded on the company's balance sheet. Investors also form their own opinion of Fidelity Low's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Low's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Fidelity Low's market value can be influenced by many factors that don't directly affect Fidelity Low's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Fidelity Low's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Low is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Low's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.