Morningstar

Fidelity Disruptive Finance ETF FDFF

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

Morningstar’s Analysis FDFF

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

  • People Pillar

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

A sound investment process and strong management team underpin Fidelity Disruptive Finance ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDFF

More FDFF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Securities Lending Cash Central Fund

6.30 2.6 Mil
Cash and Equivalents

BlackRock Inc

5.77 2.4 Mil
Financial Services

Mastercard Inc Class A

5.41 2.2 Mil
Financial Services

Visa Inc Class A

5.41 2.2 Mil
Financial Services

Apollo Global Management Inc Class A

5.14 2.1 Mil
Financial Services

Capital One Financial Corp

4.52 1.9 Mil
Financial Services

The Baldwin Insurance Group Inc Class A

4.36 1.8 Mil
Financial Services

Equifax Inc

4.13 1.7 Mil
Industrials

Adyen NV

4.01 1.6 Mil
Technology

Flywire Corp

3.60 1.5 Mil
Technology

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