The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
Fidelity Blue Chip Value ETF FBCV
Morningstar’s Analysis FBCV
Will FBCV 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 30.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Exxon Mobil Corp | 4.59 | 5.8 Mil | Energy |
JPMorgan Chase & Co | 4.05 | 5.1 Mil | Financial Services |
Bank of America Corp | 2.94 | 3.7 Mil | Financial Services |
The Cigna Group | 2.89 | 3.6 Mil | Healthcare |
UnitedHealth Group Inc | 2.87 | 3.6 Mil | Healthcare |
Comcast Corp Class A | 2.87 | 3.6 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 2.72 | 3.4 Mil | Financial Services |
The Travelers Companies Inc | 2.70 | 3.4 Mil | Financial Services |
PG&E Corp | 2.34 | 2.9 Mil | Utilities |
The Walt Disney Co | 2.28 | 2.9 Mil | Communication Services |