Fidelity Value Ownership
| FVAL Etf | USD 63.95 0.26 0.41% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Fidelity |
Fidelity Etf Ownership Analysis
Fidelity Value is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Fidelity Service Company, Inc.. The fund has 131 constituents with avarage daily trading value of 93 K. The fund charges 0.15 percent management fee with a total expences of 0.15 percent of total asset. The fund created five year return of 14.0%. Fidelity Value Factor retains 99.91% of assets under management (AUM) in equities. This fund last dividend was 0.172 per share. The fund normally invests at least 80 percent of assets in securities included in the Fidelity U.S. Fidelity Value is traded on NYSEARCA Exchange in the United States. To learn more about Fidelity Value Factor call the company at NA.Sector Exposure (%)
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 Value , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| BA | The Boeing | Stock | |
| CMCSA | Comcast Corp | Stock | |
| MCD | McDonalds | Stock | |
| AMZN | Amazon Inc | Stock | |
| WFC | Wells Fargo | Stock | |
| V | Visa Class A | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| PG | Procter Gamble | Stock | |
| PFE | Pfizer Inc | Stock | |
| MSFT | Microsoft | Stock | |
| MRK | Merck Company | Stock | |
| MA | Mastercard | Stock | |
| JNJ | Johnson Johnson | Stock | |
| INTC | Intel | Stock | |
| HD | Home Depot | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| BAC | Bank of America | Stock | |
| AAPL | Apple Inc | Stock | |
| XOM | Exxon Mobil Corp | Stock | |
| DIS | Walt Disney | Stock | |
| JPM | JPMorgan Chase Co | Stock |
Fidelity Value Outstanding Bonds
Fidelity Value 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 Value Factor 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 Value 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.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 4875 Corp BondUS55336VAG59 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Value 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 nation. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of Fidelity Value Factor 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 Value's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Value'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 Value's market value can be influenced by many factors that don't directly affect Fidelity Value'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 Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Value'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.