FDWM Fidelity 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. The fund utilizes the Fidelity non-transparent model.
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 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 Sector/Industry Breakdown
FDWM Economic Development
FDWM Performance Statistics
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.