FSMOFidelity Small-Mid Cap Opportunities ETF
FSMO Fund Description
FSMO is an actively-managed, non-transparent ETF that invests in global stocks with small to medium capitalization.
FSMO Factset Analytics Insight
FSMO discloses holdings only on a monthly basis with a 30-day lag. The fund actively selects global mid and small-cap companies with both growth and value factors. The portfolio is selected using fundamental and quantitative analysis, considering factors such as issuer's financial health and industry position, as well as the overall economic condition. FSMO has a Tracking Basket Structure in place, which acts as a proxy portfolio that includes some of the fund’s holdings from recent disclosure, significant portion of the fund’s holdings, and cash. This is designed to track FSMO’s daily performance, facilitate arbitrage opportunities and help mitigate the risk of front-running. However, investors should note that its non-transparent structure could result in wider spreads.
FSMO MSCI ESG Analytics Insight
Fidelity Small-Mid Cap Opportunities ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.62 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 Small-Mid Cap Opportunities ETF ranks in the 36th percentile within its peer group and in the 64th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FSMO Summary Data
FSMO Portfolio Data
FSMO Index Data
FSMO Portfolio Management
FSMO Tax Exposures
FSMO Fund Structure
FSMO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FSMO. FSMO is rated a N/A out of 5.
FSMO Top 10 Holdings[View All]
FSMO Economic Development
FSMO Performance Statistics
FSMO MSCI ESG Ratings
FSMO Benchmark Comparison Summary
FSMO Benchmark Comparison Market Cap Size