The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
Fidelity Enhanced Large Cap Value ETF FELV
Morningstar’s Analysis FELV
Will FELV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.72 | 73.0 Mil | Financial Services |
JPMorgan Chase & Co | 2.67 | 52.4 Mil | Financial Services |
Exxon Mobil Corp | 2.43 | 47.7 Mil | Energy |
UnitedHealth Group Inc | 1.80 | 35.4 Mil | Healthcare |
Walmart Inc | 1.79 | 35.2 Mil | Consumer Defensive |
Bank of America Corp | 1.51 | 29.6 Mil | Financial Services |
Net Other Assets | 1.35 | 26.5 Mil | — |
Procter & Gamble Co | 1.27 | 24.9 Mil | Consumer Defensive |
Johnson & Johnson | 1.22 | 24.1 Mil | Healthcare |
Philip Morris International Inc | 1.20 | 23.6 Mil | Consumer Defensive |