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The Fidelity Value Factor ETF strategically invests in companies whose shares are trading at attractive valuations, meaning their market prices are low when compared to their underlying financial strength and fundamentals. This investment approach has a documented history of generating superior returns compared to the broader market over extended periods.
Is FVAL's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Midwest Financial Network LLC raised its stake in shares of Fidelity Value Factor ETF (NYSEARCA:FVAL) by 156.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,714 shares of the company's stock after purchasing an additional 12,644 shares during the
Designed to provide broad exposure to the Style Box - Large Cap Value category of the market, the Fidelity Value Factor ETF (FVAL) is a smart beta exchange traded fund launched on 09/12/2016.
The Fidelity Value Factor ETF (FVAL) is a sector-neutral large-cap value ETF that trades at just 13.80x forward earnings. It's also one of the highest-quality value funds in my ETF database. This strong quality feature is evident based on metrics like 30.41% EBIT margins and a 25.47% weighted ROIC, both of which even outpace the broader Russell 1000 Index. EPS growth is solid, too - 12.25% estimated for the next year compared to 8.92% for its benchmark, which it's also easily outperformed over the last decade.
Fidelity Value Factor ETF offers deep value by concentrating on fast-growing tech names with compressed valuations and robust earnings momentum. FVAL's forward P/E of 15x positions it attractively versus traditional value indices, which now trade at historical or premium multiples. Top holdings like NVDA, MSFT, MU, and SNDK demonstrate rapid earnings growth, with multiples significantly below their 5-year averages, supporting the Buy rating.
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on September 12, 2016.