Fidelity Dynamic Buffered Equity ETF Fidelity Hedged Equity ETFFidelity Dynamic Buffered Equity ETF Fidelity Hedged Equity ETFFidelity Dynamic Buffered Equity ETF Fidelity Hedged Equity ETF

Fidelity Dynamic Buffered Equity ETF Fidelity Hedged Equity ETF

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Key stats

Assets under management (AUM)
‪460.08 M‬USD
Fund flows (1Y)
Dividend yield (indicated)
Discount/Premium to NAV
−0.01%

About Fidelity Dynamic Buffered Equity ETF Fidelity Hedged Equity ETF

Issuer
FMR LLC
Brand
Fidelity
Expense ratio
0.48%
Inception date
Apr 9, 2024
Index tracked
No Underlying Index
Management style
Active
FHEQ targets capital growth, primarily investing in equities of firms with market sizes like those in the S&P 500 or Russell 1000 Indexes. Using a computer-aided quantitative analysis based on historical financial data, the funds advisors seek to identify stocks for investment with the potential to offer greater total returns than the S&P 500 Index. To guard against market downturns, FHEQ employs an options strategy reliant on current put option costs, varying the diversification across options' strike prices and expiration terms. The fund includes investments in domestic and foreign companies and participates in securities lending to generate additional income.

Classification

Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Technology Services
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy