FLRG ETF ANALYSIS

Popular ETFs

S&P 500 ETF Trust

Nasdaq-100 Index Tracking ETF

Dow Jones Industrial Average ETF

iShares Russell 2000 ETF

iShares MSCI Emerging Markets ETF

Financial Select Sector SPDR Fund

FLRG ETF FUNDAMENTALS
FLRG ETF PERFORMANCE

FLRG ISSUER

FLRG issuer, managed by the Fidelity Group of Funds, typically allocates at least 80% of its assets into securities comprised within the Fidelity U.S. Multifactor Index℠. This index is meticulously crafted to mirror the performance of stocks from large and mid-capitalization U.S. companies possessing appealing valuations, robust quality attributes, favorable momentum indicators, and lower volatility compared to the broader market. Additionally, FLRG engages in securities lending as a strategy to generate additional income for the fund, further enhancing its overall investment approach and potential returns.

FLRG DIVIDEND

FLRG, an offering from the Fidelity Group of Funds, aims to provide investors with consistent dividend income by focusing on securities included in the Fidelity U.S. Multifactor Index℠. With a strategy centered around investing at least 80% of its assets in these securities, FLRG seeks to capture the dividends generated by large and mid-capitalization U.S. companies exhibiting attractive valuations, high quality profiles, positive momentum signals, and lower volatility compared to the broader market. By leveraging the index's diversified portfolio and dividend-paying stocks, FLRG endeavors to offer investors a reliable stream of dividends while potentially mitigating market volatility.

FLRG TRACKING

FLRG, managed by the Fidelity Group of Funds, is designed to closely track the performance of the Fidelity U.S. Multifactor Index℠. This index serves as the benchmark for FLRG's investment strategy, with the fund typically investing at least 80% of its assets in securities included within the index. By adhering to this strategy, FLRG aims to mirror the movements of the index, which reflects the performance of large and mid-capitalization U.S. companies selected based on attractive valuations, high quality profiles, positive momentum signals, and lower volatility relative to the broader market. FLRG's commitment to tracking the index allows investors to gain exposure to a diversified portfolio of stocks while aiming to replicate the index's performance over time.

FLRG CORRELATION

FLRG, part of the Fidelity Group of Funds, exhibits a strong correlation with the Fidelity U.S. Multifactor Index℠, reflecting its investment strategy's alignment with the index's composition and performance. With FLRG typically investing at least 80% of its assets in securities included within the index, its correlation is reinforced by the index's focus on large and mid-capitalization U.S. companies characterized by attractive valuations, high-quality profiles, positive momentum signals, and lower volatility compared to the broader market. This correlation underscores FLRG's objective to closely track the movements of the index, providing investors with exposure to a diversified portfolio of stocks while potentially benefiting from the index's performance trends and characteristics.

FLRG SECTOR

FLRG, managed by the Fidelity Group of Funds, offers investors exposure to a diversified range of sectors through its investment strategy centered around the Fidelity U.S. Multifactor Index℠. This index comprises stocks from various sectors, reflecting the performance of large and mid-capitalization U.S. companies with attractive valuations, high-quality profiles, positive momentum signals, and lower volatility than the broader market. As FLRG typically invests at least 80% of its assets in securities included within the index, it provides investors with broad sectoral exposure while aiming to capture the potential benefits of sectoral rotation and diversification. This approach allows FLRG to navigate different market conditions effectively and potentially capitalize on sector-specific opportunities while maintaining its focus on the index's underlying characteristics.

FLRG EXPOSURE

FLRG, managed by the Fidelity Group of Funds, offers investors exposure to a diverse range of investment factors and characteristics through its investment strategy centered around the Fidelity U.S. Multifactor Index℠. With FLRG typically investing at least 80% of its assets in securities included within the index, investors gain exposure to factors such as attractive valuations, high-quality profiles, positive momentum signals, and lower volatility compared to the broader market. This exposure is designed to capture the potential benefits of multifactor investing, allowing FLRG to potentially outperform the broader market while managing risk effectively. By aligning its investment approach with the characteristics of the index, FLRG provides investors with a systematic and disciplined way to access a diversified portfolio of U.S. stocks with the aim of delivering consistent returns over the long term.

ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.

Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.

This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.

BLOG ARTICLES

PHYG VS GLL
Blog book icon4 min read
By Ron Koren ETF Insider

PHYG VS GLL

Compare the PHYG and GLL ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies to see how they stack up against each other. Whether you're a seasoned investor or just getting started, our comparison provides valuable insights to guide your investment decisions.

How does the FLRG ETF work?
Blog book icon5 min read
By Ron Koren ETF Insider

How does the FLRG ETF work?

The FLRG ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.

PHYG VS GDX
Blog book icon4 min read
By Ron Koren ETF Insider

PHYG VS GDX

Compare the PHYG and GDX ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.

FREQUENTLY ASKED QUESTIONS

How can FLRG fit into a diversified portfolio?
Question Arrow
How does FLRG manage risk?
Question Arrow
How does FLRG select its holdings?
Question Arrow
What are some key features of FLRG?
Question Arrow
What income opportunities does FLRG offer?
Question Arrow
What is the primary investment focus of FLRG?
Question Arrow

GET STARTED NOW!

No Credit Card Required
Full Data Protection
Overlap And Correlation
Insightful Visualization
Impactful Drill-Downs
Real-Time Data Feeds
Full Coverage For The U.S.

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.