FFSMFidelity Fundamental Small-Mid Cap ETF
Grow my moneyRanked #2,829 of 3,055 in this goal
Seeks long-term growth of capital.
Annual Cost
—
Fund Size
—
Return (1Y)
+20.5%
Track Record
—
Performance
Total-return NAV · USDGrowth of $10,000
$11,865+18.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 17.1% of funddiversified
LUMENTUM HOLDINGS INC
2.1%
FABRINET
2.0%
TECHNIPFMC PLC
2.0%
IES HOLDINGS INC
1.8%
COMFORT SYSTEMS USA INC
1.8%
ADVANCED ENERGY INDUSTRIES INC
1.7%
SANMINA CORP
1.5%
FIRSTCASH HOLDINGS INC
1.4%
US FOODS HOLDING CORP
1.4%
TD SYNNEX CORP
1.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.8%Moderate
Year-on-year price swings
Max drawdown
-26.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.75Decent risk-adjusted returns
Sortino (3Y)
1.11Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of small to medium market capitalization companies, including both growth and value stocks. Invests in domestic and foreign issuers, using fundamental analysis and quantitative portfolio construction to emphasize high-conviction securities.
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save FFSM to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18