FFLGFidelity Fundamental Large Cap Growth ETF

Grow my moneyRanked #2,864 of 3,055 in this goal

Seeks long-term growth of capital.

Annual Cost

—

Fund Size

—

Return (1Y)

+13.7%

Track Record

—

Performance

Total-return NAV · USD

Growth of $10,000

$11,340+13.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

Holdings

By weight

Concentration

Top 10 holdings = 57.5% of fundmoderately concentrated

NVIDIA CORP

14.6%

APPLE INC

8.1%

AMAZON.COM INC

6.7%

ALPHABET INC

6.6%

MICROSOFT CORP

5.8%

META PLATFORMS INC

4.4%

BROADCOM INC

3.1%

ALPHABET INC

3.0%

TAIWAN SEMICONDUCTOR MFG CO LTD

2.7%

ELI LILLY and CO

2.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

21.6%High

Year-on-year price swings

Max drawdown

-45.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.93Decent risk-adjusted returns

Sortino (3Y)

1.34Good downside protection

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in equity securities of companies with large market capitalizations, focusing on those with above-average growth potential. Allocates at least 80% of assets to growth stocks, including domestic and foreign issuers.