Skip to Content
Morningstar

Fidelity International Value Factor ETF FIVA

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

Morningstar’s Analysis FIVA

Will FIVA outperform in 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 FIVA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FIVA 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 FIVA’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Fidelity International Value Factor ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FIVA

More FIVA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

2.60 3.7 Mil
Technology

Nestle SA

1.85 2.6 Mil
Consumer Defensive

Us Dollar

1.79 2.5 Mil
Cash and Equivalents

AstraZeneca PLC

1.73 2.4 Mil
Healthcare

BOC Hong Kong Holdings Ltd

1.72 2.4 Mil
Financial Services

Shell PLC

1.63 2.3 Mil
Energy

HSBC Holdings PLC

1.63 2.3 Mil
Financial Services

Novartis AG Registered Shares

1.56 2.2 Mil
Healthcare

Roche Holding AG

1.46 2.1 Mil
Healthcare

Siemens AG

1.42 2.0 Mil
Industrials