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FEACFidelity Enhanced U.S. All-Cap Equity ETF

Grow my money1y track recordRanked #1,569 of 3,051 in this goal

Seeks capital appreciation.

By Fidelity Investments · Launched 2024

Annual Cost

0.18%

#789 of 6,035 · low cost

Fund Size

$17M

#4,679 of 6,035 · small

Return (1Y)

+18.1%

Track Record

1 year

#3,871 of 6,035 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,761+17.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Index tracked

Russell 3000 Index

Holdings

By weight

Concentration

Top 10 holdings = 30.4% of funddiversified

NVIDIA CORP
7.0%
APPLE INC
5.2%
MICROSOFT CORP
3.7%
BROADCOM INC
2.9%
ALPHABET INC
2.6%
AMAZON.COM INC
2.5%
ELI LILLY and CO
1.7%
TESLA INC
1.6%
ALPHABET INC
1.6%
WALMART INC
1.5%

Asset allocation

Stocks
99.3%
Cash
0.7%
Other
0.0%
Preferred
0.0%

By sector

Technology
38.7%
Financial Services
13.9%
Healthcare
11.0%
Industrials
10.7%
Communication
8.9%
Consumer Cyclical
7.1%
Basic Materials
3.0%
Energy
2.9%
Other
3.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.9%Moderate

Year-on-year price swings

Max drawdown
-20.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.72Decent risk-adjusted returns
Sortino (3Y)
2.24Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Normally invests at least 80% of assets in U.S. equity securities across large cap, mid cap, and small cap stocks. Utilizes a research-driven approach focusing on valuation, growth, quality, and other factors to select a diversified group of stocks with potential for higher total returns than the Russell 3000® Index.
Inception date
November 19, 2024
Fund family
Fidelity Investments

Next steps

Save FEAC to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-17