Backed by 75 years of active management research and expertise, Fidelity’s Active Equity ETFs give you the power to offer your clients both the benefits of an ETF and the potential for outperformance.1
These ETFs are different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. These ETFs will not. This may create additional risks for your investment. For example, you may have to pay more money to trade the shares of these ETFs. These ETFs will provide less information to traders, who tend to charge more for trades when they have less information; the price you pay to buy ETF shares on an exchange may not match the value of each ETF's portfolio. The same is true when you sell shares. These price differences may be greater for these ETFs compared to other ETFs because they provide less information to traders; these additional risks may be even greater in bad or uncertain market conditions; each ETF will publish on Fidelity.com and i.Fidelity.com a "Tracking Basket" designed to help trading in shares of the ETF. While the Tracking Basket includes some of the ETF's holdings, it is not the ETF's actual portfolio. The differences between these ETFs and other ETFs may also have some advantages. By keeping certain information about the ETFs secret, they may face less risk that other traders can predict or copy their investment strategy. This may improve the ETFs' performance. However, if the investment strategy can be predicted or copied, this may hurt the ETFs' performance. For additional information regarding the unique attributes and risks of these ETFs, see section below.
1. While Active ETFs offer the potential to outperform an index, these products may more significantly trail an index as compared with passive ETFs.
Learn how investors can benefit from the combination of Fidelity's active management expertise with the intraday trading and tax-efficiency benefits of an ETF.
This video explains how Fidelity's Active Equity ETFs share holdings information while preserving the potential to outperform.
A domestic equity growth strategy with a large cap bias. A focus on companies that we believe have above-average earnings growth potential with sustainable business models, for which the market has mispriced the rate and/or durability of growth.
A large cap, value-oriented strategy that seeks capital appreciation. A focus on companies where there is a significant price dislocation, where we believe that a stock’s market value will move toward its intrinsic value over time. We seek to purchase securities with a large “margin of safety” and use three different valuation measures to determine a company's intrinsic value.
A domestic equity strategy that invests in companies with distinct growth profiles. We believe the market often misses nuances of a company's business, which has profound implications for the long-term value of the enterprise. Therefore, we invest with a long-term lens, focusing on resilient business models that are undervalued on a 3–7 year earnings view.
A domestic equity strategy with a large cap growth orientation. Our investment process seeks to identify high-quality growth stocks benefiting from long-term "mega-trends," and the three "Bs"—brands, barriers to entry, and "best in class" management teams—using a proprietary quantitative screen and bottom-up fundamental analysis
Is managed with an opportunistic approach, investing across all sectors, market caps, and styles. We look for investment opportunities in emerging growth stocks, where we have a differentiated view on the magnitude of the growth rate; in compounders, where we have a differentiated view on the sustainability of the growth rate; and mean-reversion stocks, where we have a differentiated view on the timing, duration, or magnitude of the cycle.
A domestic equity sector strategy that seeks above-average income and long-term capital growth, consistent with reasonable investment risk. Investing across the entire REIT sector, offers exposure to key themes in real estate such as data centers and cell towers, warehousing and logistics, and housing trends.
A domestic equity strategy that provides investors access to some of Fidelity's key active management capabilities across the small and mid cap investment universe. Utilizes a quantitative approach that extracts fundamental insights from mutual funds managed by Fidelity's experienced small-cap, mid cap, growth, and value investment teams.
An actively managed ETF that invests in companies that have proven or improving sustainability practices.
An actively managed ETF that invests in companies that prioritize and advance women' s leadership and development.
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