FIVAFidelity International Value Factor ETF
FIVA Fund Description
FIVA tracks a multi-factor index of large- and mid-cap value stocks from developed markets, ex-US.
FIVA Factset Analytics Insight
FIVA complements its US-focused sibling, FVAL. Both funds select value stocks using a size-adjusted composite score based on four equally-weighted measures: free cash flow yield, EBITDA to enterprise value, tangible book value to price, and price to forward earnings. Banking stocks are scored on the last two measures only. FIVA targets 100 high-scoring stocks from a selection universe of the 1000 largest firms. Holdings are selected such that country and sector representation is roughly market-like, and weighted by market-cap within each country/sector group. The index is rebalanced on a quarterly basis.
FIVA Portfolio Data
FIVA Index Data
FIVA Portfolio Management
FIVA Tax Exposures
FIVA Fund Structure
FIVA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FIVA. FIVA is rated a 4 out of 5.
FIVA Sector/Industry Breakdown
FIVA Top 10 Holdings[View All]
FIVA Economic Development
FIVA Performance Statistics
FIVA Benchmark Comparison Summary
FIVA Benchmark Comparison Market Cap Size