FDRR Fidelity Dividend ETF for Rising Rates
What is FDRR?
FDRR tracks an index of large- and mid-cap companies in developed nations that exhibit strong dividend characteristics and have a positive correlation to increasing 10-year US Treasury yields.
FDRR Factset Analytics Insight
FDRR invests in US and developed international equities that exhibit strong dividend characteristics and a positive correlation to increasing 10-year US Treasury yields. The selection universe begins with 1,000 of the largest US stocks and the largest 1,000 developed-market international stocks by market capitalization. These stocks are scored and selected according to their dividend yield, dividend payout ratio, dividend growth, and their correlation to increasing 10-year US Treasury yields. Each sector maintains its weight relative to the broader equity market, and each stock within each sector receives a modified market capitalization weight plus an equal overweight adjustment within each sector. This avoids concentration to the large-cap constituents. FDRR invests mostly in US stocks, with a 10% maximum on international stocks, as well as a 35% cap on any individual sector. The index is rebalanced annually.
FDRR Summary Data
Peers
Fund Flows
FDRR Portfolio Data
FDRR Index Data
FDRR Portfolio Management
FDRR Tax Exposures
FDRR Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FDRR. FDRR is rated a 5 out of 5.
FDRR Tradability
FDRR Sector/Industry Breakdown
Benchmark
FDRR Top 10 Holdings
FDRR Performance Statistics
FDRR Countries
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FDRR Regions
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FDRR Economic Development
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FDRR Benchmark Comparison Summary
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FDRR Benchmark Comparison Market Cap Size
Benchmark
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.