FEMVFidelity Enhanced Mid Cap Value ETF

Grow my moneyRanked #2,908 of 2,960 in this goal

Seeks capital appreciation.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,439+4.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Index enhanced

Factor

Value

Index tracked

Russell Midcap Value Index

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-2.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Normally invests at least 80% of assets in common stocks included in the Russell Midcap® Value Index, which measures mid-cap value stocks in the U.S. equity market, using a research-driven approach to stock selection.