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As small-caps offer an increasingly attractive value proposition, advisors and investors may be taking a closer look at strategies like FESM. Key Takeaways: Small-caps have grown in popularity as attractive valuations and increased operating leverage through AI have opened up new growth opportunities.
Small caps just had their best first half since 1991.
Active ETFs continue to experience explosive industry growth, and Fidelity is positioning itself as a leader. Fidelity has been long known for its fundamental stock-picking based active strategies, built on a rich heritage of deep company research.
Fidelity Enhanced Small Cap Core ETF is an actively managed small-cap fund aiming to outperform the Russell 2000 using a multi-factor approach. FESM has consistently outperformed the Russell 2000, Russell 2000 Value, and Russell 2000 Growth indexes over 10 years. While FESM leads key competitors over 3 years, it slightly trails AVUV over 5 years and RWJ over 10 years.
Passive investing's central promise is hard to argue with: low costs, broad diversification, and returns that match the market.
Fidelity Investments just bolstered their Enhanced ETF lineup with four new funds, targeting mid- and small-cap equities with factor tilts. These actively managed funds offer investors sophisticated tools for better-than-passive performance.
June is typically reserved for graduation processionals, with the “Pomp and Circumstance March No. 1 in D” blaring from PA systems or high-fidelity systems (depending on how well-funded the school is).
SEC filings for FESM aren't indexed yet (common for recently launched funds). Browse the issuer's filings on SEC EDGAR directly.