FBOTFidelity Disruptive Automation ETF

Grow my money6y track recordRanked #1,216 of 2,960 in this goal

Seeks long-term growth of capital.

By Fidelity Investments · Launched 2020

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$211M

#2,277 of 5,562 · mid-size

Return (1Y)Goal

+36.9%

Track Record

6 years

#2,086 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$13,659+36.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 40.3% of fundmoderately concentrated

TAIWAN SEMICONDUCTOR MFG CO LTD

6.5%

TERADYNE INC

5.4%

NVIDIA CORP

4.7%

DEERE and CO

4.5%

ALPHABET INC

3.6%

PALANTIR TECHNOLOGIES INC

3.6%

SIEMENS AG

3.3%

AXON ENTERPRISE INC

3.2%

DAIFUKU CO LTD

2.8%

SHENZHEN INOVANCE TECHNOLOGY CO LTD

2.6%

Asset allocation

Stocks

98.8%

Cash

1.1%

Other

0.1%

By sector

Industrials

51.0%

Technology

37.9%

Consumer Cyclical

6.0%

Communication

4.3%

Healthcare

0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

21.2%High

Year-on-year price swings

Max drawdown

-23.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.62Decent risk-adjusted returns

Sortino (3Y)

0.90Moderate downside risk

Where to buy

Listing

Exchange: NASDAQ Global Market, NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in securities of disruptive automation companies, focusing on innovative developments that could disrupt incumbents. Uses fundamental analysis to select growth or value stocks, investing in both domestic and foreign issuers.
Inception date: April 16, 2020
Fund family: Fidelity Investments