FDWM – Fidelity Women's Leadership ETF – ETF Stock Quote | Morningstar

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Will FDWM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDWM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A drop in its Process Pillar rating is the primary driver of Fidelity Women's Leadership ETF's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Jul 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 27.3

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Amazon.com Inc	4.37	172,209	Consumer Cyclical
Apple Inc	4.14	163,229	Technology
Microsoft Corp	3.68	145,167	Technology
NVIDIA Corp	3.24	127,552	Technology
Alphabet Inc Class C	2.80	110,470	Communication Services
Accenture PLC Class A	1.96	77,365	Technology
The Walt Disney Co	1.95	76,826	Communication Services
Hologic Inc	1.82	71,817	Healthcare
The Cigna Group	1.76	69,385	Healthcare
Salesforce Inc	1.59	62,630	Technology

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