FFSMFidelity Fundamental Small-Mid Cap ETF
Grow my moneyRanked #2,804 of 2,999 in this goal
Seeks long-term growth of capital.
Annual Cost
—
#5,861 of 5,861 · expensive
Fund Size
—
#5,861 of 5,861 · small
Return (1Y)Goal
+32.4%
Track Record
—
#5,861 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$13,365+33.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 17.1% of fund✓ well diversified
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)
18.9%Moderate
Year-on-year price swings
Max drawdown
-26.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.77Decent risk-adjusted returns
Sortino (3Y)
1.14Good 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.
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Data updated on 2026-08-04