The Fidelity Low Volatility Factor ETF (FDLO) is managed by Fidelity, a prominent name in the financial industry known for its comprehensive range of investment products and services. Established to provide investors with exposure to U.S. companies exhibiting lower volatility than the broader market, FDLO aims to track the Fidelity U.S. Low Volatility Factor IndexSM. This index comprises large and mid-capitalization U.S. stocks that are carefully selected for their lower volatility characteristics, offering investors a potential avenue for stable and consistent returns. Fidelity's expertise in managing ETFs and its commitment to delivering value make FDLO a compelling choice for investors seeking reduced market risk while maintaining growth potential.
The Fidelity Low Volatility Factor ETF (FDLO) incorporates a dividend distribution strategy as part of its low volatility investment approach. While the fund primarily focuses on stocks with historically low volatility, investors can benefit from potential dividend income. Dividend eligibility within FDLO is subject to the individual dividend policies of the underlying low volatility stocks. Distributions occur periodically, influenced by these policies and the performance of the constituent companies. Investors seeking a balance between low volatility and income generation may find FDLO to be a suitable choice within their investment portfolio.
Tracking the Fidelity U.S. Low Volatility Factor Index is the primary objective of the Fidelity Low Volatility ETF (FDLO). This ETF allocates at least 80% of its assets to securities that are part of the index, which is specifically curated to mirror the performance of large and mid-cap U.S. companies with lower volatility compared to the overall market. Additionally, FDLO engages in securities lending to generate income for the fund, providing investors with a dual benefit of low volatility exposure and potential income generation.
The correlation aspect of the Fidelity Low Volatility Factor ETF (FDLO) is closely tied to its investment strategy, which focuses on securities exhibiting lower volatility compared to the broader U.S. market. Given its benchmark, the Fidelity U.S. Low Volatility Factor IndexSM, FDLO typically maintains a positive correlation with low-volatility stocks. This correlation makes FDLO a potential choice for risk-averse investors seeking stable returns within the U.S. equity market. To gain a deeper understanding of FDLO's correlations with various asset classes and sectors, investors can leverage ETF Insider's web app, which offers comprehensive data visualization tools and insights into overlap with other ETFs.
The Fidelity Low Volatility Factor ETF (FDLO) primarily invests at least 80% of its assets in securities included in the Fidelity U.S. Low Volatility Factor IndexSM. This index is specifically designed to mirror the performance of stocks from large and mid-capitalization U.S. companies with lower volatility compared to the broader market. Additionally, FDLO engages in securities lending activities to generate income for the fund. Investing in FDLO allows investors to potentially benefit from the stability associated with low volatility stocks in the U.S. market, making it a suitable choice for those seeking a more conservative investment approach.
The exposure characteristic of the Fidelity U.S. Low Volatility Factor ETF (FDLO) is primarily centered around providing investors with a portfolio that seeks to minimize market volatility. This ETF predominantly invests in securities included in the Fidelity U.S. Low Volatility Factor IndexSM, which is tailored to track the performance of large and mid-capitalization U.S. companies with lower volatility compared to the broader market. FDLO''s emphasis on low volatility stocks makes it an appealing choice for investors looking for a more stable and less risky approach to equity investing.
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ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
