Fidelity Small Mid Factor Etf Profile
| FSMD Etf | USD 47.51 1.38 2.99% |
PerformanceGood
| Odds Of DistressLow
|
Fidelity Small is trading at 47.51 as of the 7th of February 2026, a 2.99% increase since the beginning of the trading day. The etf's lowest day price was 46.64. Fidelity Small has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. The performance scores are derived for the period starting the 9th of November 2025 and ending today, the 7th of February 2026. Click here to learn more.
The fund normally invests at least 80 percent of its assets in securities included in the Fidelity Small-Mid Multifactor Index Fidelity Small-Mid is traded on NYSEARCA Exchange in the United States. More on Fidelity Small Mid Factor
Moving together with Fidelity Etf
Fidelity Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Small & Mid Caps ETFs, Size And Style ETFs, Small Blend, Fidelity Investments (View all Sectors) |
| Issuer | Fidelity |
| Inception Date | 2019-02-26 |
| Benchmark | Fidelity Small-Mid Multifactor Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 2.06 Billion |
| Average Trading Volume | 150,374.7 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small & Mid Caps |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Fidelity Management & Research Company, LLC |
| Advisor | Fidelity Management & Research Company, LLC |
| Custodian | State Street Bank and Trust Company |
| Distributor | Fidelity Distributors Company LLC |
| Portfolio Manager | Louis Bottari, Peter Matthew, Robert Regan, Payal Gupta, Navid Sohrabi |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Jul |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 594 |
| Market Maker | Citadel |
| Total Expense | 0.16 |
| Management Fee | 0.15 |
| Country Name | USA |
| Returns Y T D | 4.06 |
| Name | Fidelity Small-Mid Factor |
| Currency Code | USD |
| Open Figi | BBG00NFRNBR4 |
| In Threey Volatility | 15.72 |
| 1y Volatility | 11.17 |
| 200 Day M A | 42.8641 |
| 50 Day M A | 45.1064 |
| Code | FSMD |
| Updated At | 5th of February 2026 |
| Currency Name | US Dollar |
Fidelity Small Mid Factor [FSMD] is traded in USA and was established 2019-02-26. The fund is listed under Small Blend category and is part of Fidelity Investments family. The entity is thematically classified as Small & Mid Caps ETFs. Fidelity Small Mid currently have 79.6 M in assets under management (AUM). , while the total return for the last 3 years was 13.2%.
Check Fidelity Small Probability Of Bankruptcy
Geographic Allocation (%)
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 Small Mid Factor 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.
Fidelity Small Mid Currency Exposure
Fidelity Small Mid Factor holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Fidelity Small will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Fidelity Small Mid Factor.
Fidelity Small Mid Risk Profiles
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 Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.6711 | |||
| Semi Deviation | 0.6168 | |||
| Standard Deviation | 0.8995 | |||
| Variance | 0.8091 |
Fidelity Small Mid Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Fidelity Small Mid Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Fidelity Small price patterns.
Fidelity Small Against Markets
Fidelity Etf Analysis Notes
Fidelity Small is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Fidelity Management & Research Company, LLC. The fund has 594 constituents with avarage daily trading value of 150.4 K. The fund charges 0.15 percent management fee with a total expences of 0.16 percent of total asset. The fund retains 99.73% of assets under management (AUM) in equities. Fidelity Small Mid last dividend was 0.077 per share. The fund normally invests at least 80 percent of its assets in securities included in the Fidelity Small-Mid Multifactor Index Fidelity Small-Mid is traded on NYSEARCA Exchange in the United States. To learn more about Fidelity Small Mid Factor call the company at NA.Fidelity Small Mid Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more etfs at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Fidelity Small's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity Small Mid Factor or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
| Latest headline from news.google.com: Avoiding Lag Real-Time Signals in Movement - Stock Traders Daily | |
| The fund retains 99.73% of its assets under management (AUM) in equities |
Fidelity Small Thematic Classifications
In addition to having Fidelity Small etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Small & Mid Caps ETFsUSA ETFs from Small & Mid Caps clasification | |
| Size And Style ETFsUSA ETFs from Size And Style clasification |
Management Efficiency
Fidelity Small's management efficiency ratios could be used to measure how well Fidelity Small manages its routine affairs as well as how well it operates its assets and liabilities.Fidelity Small Mid has shown resilience through effective management strategies. Our analysis examines how these strategies influence financial outcomes and investor returns which helps in understanding the stock's long-term potential.
Returns 3 Y 13.28 | Returns 5 Y 9.88 | Returns 1 Y 8.15 | Total Assets 2 B | Yield 1.29 |
Top Fidelity Small Mid Factor Etf Constituents
| WSM | Williams Sonoma | Stock | |
| MTCH | Match Group | Stock | |
| MTN | Vail Resorts | Stock | |
| GNRC | Generac Holdings | Stock | |
| BRO | Brown Brown | Stock | |
| POOL | Pool Corporation | Stock | |
| ZM | Zoom Video Communications | Stock | |
| LB | LandBridge Company LLC | Stock | |
| JBHT | JB Hunt Transport | Stock | |
| WST | West Pharmaceutical Services | Stock | |
| Z | Zillow Group Class | Etf | |
| ARWR | Arrowhead Pharmaceuticals | Stock | |
| PODD | Insulet | Stock | |
| UDR | UDR Inc | Stock | |
| ALLE | Allegion PLC | Stock | |
| QDEL | Quidel | Stock | |
| XRAY | Dentsply Sirona | Stock | |
| TECH | Bio Techne Corp | Stock | |
| TER | Teradyne | Stock | |
| SNA | Snap On | Stock | |
| FDS | FactSet Research Systems | Stock | |
| GLPI | Gaming Leisure Properties | Stock | |
| FNF | Fidelity National Financial | Stock | |
| MOH | Molina Healthcare | Stock | |
| SEDG | SolarEdge Technologies | Stock |
Institutional Etf Holders for Fidelity Small
Have you ever been surprised when a price of an equity instrument such as Fidelity Small is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Fidelity Small Mid Factor backward and forwards among themselves. Fidelity Small's institutional investor refers to the entity that pools money to purchase Fidelity Small's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Fidelity Small's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses. Fidelity Small Outstanding Bonds
Fidelity Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Fidelity Small Mid uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Fidelity bonds can be classified according to their maturity, which is the date when Fidelity Small Mid Factor has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Fidelity Small Predictive Daily Indicators
Fidelity Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Fidelity Small etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 2209.76 | |||
| Daily Balance Of Power | 1.586207 | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 47.08 | |||
| Day Typical Price | 47.22 | |||
| Price Action Indicator | 1.12 | |||
| Period Momentum Indicator | 1.38 |
Fidelity Small Forecast Models
Fidelity Small's time-series forecasting models are one of many Fidelity Small's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Fidelity Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Small Mid Factor. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in industry. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Fidelity Small Mid's market price often diverges from its book value, the accounting figure shown on Fidelity's balance sheet. Smart investors calculate Fidelity Small's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since Fidelity Small's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Please note, there is a significant difference between Fidelity Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Small'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.