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Beacon

FSEVFidelity Enhanced Small Cap Value ETF

Grow my moneyNewRanked #3,002 of 3,055 in this goal

Seeks capital appreciation.

Launched 2026

Annual Cost

—

Fund Size

—

Return (1Y)

N/A

Track Record

5 months

#5,397 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,428+4.3%

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

Small

Strategy

Active selection

Factor

Value

Index tracked

Russell 2000 Value Index

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-4.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Invests primarily in common stocks included in the Russell 2000® Value Index, targeting small-cap companies with lower price-to-book ratios and lower forecasted growth rates. Aims to provide higher total returns than the Russell 2000® Value Index through a research-driven approach and systematic portfolio construction.
Inception date
April 30, 2026

Next steps

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

See other funds for this goal

Data updated on 2026-09-18