Fidelity Value Factor ETF

FVAL

Market cap $1.04B

Overview Fund Activity

68.54 USD

-0.14

0.2%

At close Updated Sep 16, 1:46 PM EDT

1 day

-0.2%

5 days

0.93%

1 month

2.8%

3 months

9.17%

6 months

13.51%

Year to date

11.56%

1 year

15.76%

5 years

88.87%

10 years

171.34%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

9% more capital invested

Capital invested by funds: $507M [Q1] → $554M (+$47M) [Q2]

3% more funds holding

Funds holding: 126 [Q1] → 130 (+4) [Q2]

2.35% less ownership

Funds ownership: 59.84% [Q1] → 57.49% (-2.35%) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

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

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on September 12, 2016.

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

FVAL: A Value ETF Loaded With Growth Stocks

FVAL is a misleading 'value' play. Despite its branding, it holds many of today's most expensive growth stocks, including Nvidia and Tesla. Valuations resemble the dot-com era. With the S&P 500 CAPE ratio above 38 and the fund's top holdings averaging a P/E of over 43, current valuations are historically extreme and risky. Nearly 40% of the Fidelity Value Factor ETF is tied up in just 10 stocks, many of which are priced for perfection and vulnerable to a sentiment shift.

FVAL: A Value ETF Loaded With Growth Stocks

Zacks Investment Research

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.

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

Zacks Investment Research

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.

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

24/7 Wall Street

3 Fidelity ETFs Built for Bear Market Protection and Growth

Bear markets are scary. Most portfolios take a beating when the economy contracts, and it gets really bad for growth investors.

3 Fidelity ETFs Built for Bear Market Protection and Growth

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.

Add Value to Client Portfolios With FVAL

Zacks Investment Research

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.

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

Zacks Investment Research

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.

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

Zacks Investment Research

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.

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

Zacks Investment Research

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.

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

See News Rankings

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