Fidelity Value Factor ETFFVAL
FVAL
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
66% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 32
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
2% more funds holding
Funds holding: 121 [Q4 2024] → 124 (+3) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
28.76% less ownership
Funds ownership: 88.29% [Q4 2024] → 59.54% (-28.76%) [Q1 2025]
40% less capital invested
Capital invested by funds: $840M [Q4 2024] → $504M (-$336M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for FVAL.
Financial journalist opinion
Positive
ETF Trends
1 week ago
Add Value to Client Portfolios With FVAL
Advisors may be able to enhance client portfolios with an allocation to value stocks. An investor may consider the Fidelity Value Factor ETF (FVAL) for exposure to a diversified basket of large- and midcap U.S.
Neutral
Zacks Investment Research
4 weeks ago
Is Fidelity Value Factor ETF (FVAL) a Strong ETF Right Now?
A smart beta exchange traded fund, the Fidelity Value Factor ETF (FVAL) debuted on 09/12/2016, and offers broad exposure to the Style Box - Large Cap Value category of the market.
Neutral
Zacks Investment Research
1 month ago
Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?
Launched on 09/12/2016, the Fidelity Value Factor ETF (FVAL) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
Neutral
Zacks Investment Research
3 months ago
Is Fidelity Value Factor ETF (FVAL) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - Large Cap Value category of the market, the Fidelity Value Factor ETF (FVAL) is a smart beta exchange traded fund launched on 09/12/2016.
Neutral
Zacks Investment Research
3 months ago
Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?
Launched on 09/12/2016, the Fidelity Value Factor ETF (FVAL) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
Neutral
Seeking Alpha
3 months ago
FVAL: A High-Tech Value Play With Risky Downside Exposure
Fidelity Value Factor ETF invests in about 130 U.S. large-cap and mid-cap value stocks with a 0.15% expense ratio. FVAL's sector-neutral approach results in high technology exposure, improving growth potential but trailing the S&P 500 long-term. FVAL has outperformed other value funds like VTV and IUSV, but is more vulnerable in market downturns due to lower defensive sector exposure.
Neutral
ETF Trends
4 months ago
What Quality & Value Factor ETFs Can Bring to Portfolios
Investors' search for financially healthy companies with strong balance sheets might bring them to value and quality factor ETFs. As investors consider factor ETFs such as the Fidelity Value Factor ETF (FVAL) and the Fidelity Quality Factor ETF (FQAL), it's important to fully understand the differences between the two strategies.
Neutral
Zacks Investment Research
5 months ago
Is Fidelity Value Factor ETF (FVAL) a Strong ETF Right Now?
The Fidelity Value Factor ETF (FVAL) was launched on 09/12/2016, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.
Neutral
Zacks Investment Research
5 months ago
Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on 09/12/2016.
Positive
Seeking Alpha
6 months ago
FVAL: Low Valuation With An Unusual Sector Allocation For A Value Fund
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.
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