The Fidelity Low Duration Investment Grade Factor ETF (FLDR) is managed by Fidelity Investments, one of the leading asset management companies globally. Established with the goal of optimizing the balance between interest rate risk and credit risk, FLDR seeks to enhance returns and risk measures compared to traditional U.S. investment-grade floating rate note indices. The ETF primarily invests in U.S. investment-grade floating rate notes and U.S. Treasury notes, maintaining a duration of one year or less. Fidelity employs statistical sampling techniques to replicate the performance of the Fidelity Low Duration Investment Grade Factor Index℠ with a smaller selection of securities while also lending securities to generate income for the fund.
The Fidelity Low Duration Investment Grade Factor Index ETF (FLDR) may not be primarily known for its dividend focus, but it still follows a dividend distribution strategy based on the underlying Fidelity Low Duration Investment Grade Factor IndexSM.
The Fidelity Low Duration Investment Grade Factor Index ETF (FLDR) focuses on tracking the performance of the Fidelity Low Duration Investment Grade Factor IndexSM. This index is meticulously designed to strike a balance between interest rate risk and credit risk, aiming to enhance returns and risk measures compared to traditional U.S. investment grade floating rate note indices. Composed exclusively of U.S. investment grade floating rate notes and U.S. Treasury notes with a duration of 1 year or less, FLDR employs statistical sampling techniques based on various factors such as duration, maturity, interest rate sensitivity, security structure, and credit quality to replicate the index returns while also engaging in securities lending to generate additional income for the fund.
The correlation aspect of the Fidelity Low Duration Factor ETF (FLDR) is characterized by its strong connection to the performance of the Fidelity Low Duration Investment Grade Factor IndexSM. Since FLDR primarily invests at least 80% of its assets in securities included in this index, its correlation with the benchmark is typically high. This strong correlation makes FLDR a valuable tool for investors looking to optimize the balance of interest rate risk and credit risk within their portfolios. For those interested in delving deeper into FLDR's correlations with other assets and sectors, ETF Insider provides a user-friendly web app with robust visualization tools, helping investors make informed decisions and uncover valuable insights.
The Fidelity Low Duration Investment Grade Factor ETF (FLDR) primarily focuses on the fixed income sector. This ETF typically invests at least 80% of its assets in securities included in the Fidelity Low Duration Investment Grade Factor IndexSM. The index is carefully designed to strike a balance between interest rate risk and credit risk, with a focus on improving returns and risk measures compared to traditional U.S. investment grade floating rate note indices. FLDR primarily includes U.S. investment grade floating rate notes and U.S. Treasury notes, aiming to maintain a duration of 1 year or less. The ETF may also engage in securities lending to generate additional income for its investors.
The exposure characteristic of the Fidelity Low Duration Investment Grade Factor ETF (FLDR) centers on its focus on the U.S. investment grade floating rate notes and U.S. Treasury notes. With the primary objective of optimizing the balance between interest rate risk and credit risk, FLDR aims to improve both returns and risk measures compared to traditional U.S. investment grade floating rate note indices. FLDR typically maintains a duration of 1 year or less, and it uses statistical sampling techniques based on various factors to replicate the returns of the Fidelity Low Duration Investment Grade Factor Index℠ with a smaller number of securities. To delve deeper into FLDR''s exposure and discover its holdings, correlations, and more, you can utilize ETF Insider''s web app, which offers comprehensive data visualization tools for a thorough analysis of U.S. ETFs.
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