Morningstar

Fidelity Dividend ETF for Rising Rates FDRR

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FDRR

Will FDRR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDRR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDRR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FDRR’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Dividend ETF for Rising Rates holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FDRR

More FDRR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.27 69M
Technology

Apple Inc

8.16 61M
Technology

Microsoft Corp

6.61 50M
Technology

Alphabet Inc Class A

4.99 37M
Communication Services

Dell Technologies Inc Ordinary Shares - Class C

4.37 33M
Technology

Broadcom Inc

3.35 25M
Technology

Meta Platforms Inc Class A

2.36 18M
Communication Services

JPMorgan Chase & Co

2.03 15M
Financial Services

Eli Lilly and Co

1.98 15M
Healthcare

Cisco Systems Inc

1.85 14M
Technology

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