FDWMFidelity Women's Leadership ETF
FDWM Fund Description
FDWM is an actively-managed, non-transparent ETF that invests in companies that prioritize and advance women’s leadership and development.
FDWM Factset Analytics Insight
FDWM is an ETF version of a mutual fund Fidelity made available years earlier. The fund seeks to identify high-performing global stocks that prioritize and advance women’s leadership and development. Such firms should (i) include a woman as a member of the senior management team, (ii) have women directors comprising at least one-third of the board, or (iii) in the opinion of the fund adviser, have adopted policies designed to attract, retain and promote women. To select securities, the fund adviser looks for companies committed to female leadership and development, that can grow earnings and have resilient business models with a solid competitive position. FDWM utilizes an active approach in a non-transparent structure. It only discloses its full holdings monthly, with a 30-day lag. A ‘tracking basket’ is published daily on its website, in place of the actual portfolio. This includes some of the fund’s holdings from recent disclosure, other liquid ETFs, cash, and cash equivalents.
FDWM MSCI ESG Analytics Insight
Fidelity Women's Leadership ETF has an MSCI ESG Fund Rating of undefined based on a score of 7.19 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Fidelity Women's Leadership ETF ranks in the 72nd percentile within its peer group and in the 84th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FDWM Summary Data
FDWM Portfolio Data
FDWM Index Data
FDWM Portfolio Management
FDWM Tax Exposures
FDWM Fund Structure
FDWM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FDWM. FDWM is rated a N/A out of 5.
FDWM Economic Development
FDWM Performance Statistics
FDWM MSCI ESG Ratings
FDWM Benchmark Comparison Summary
FDWM Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.