This fund has been delisted and is no longer available for trading.
FSMOFidelity Fundamental Small-Mid Cap ETF
Grow my money5y track record
Seeks long-term growth of capital.
By Fidelity Investments · Launched 2021
Annual Cost
0.43%
#2,156 of 5,822 · average
Fund Size
$1.0B
#1,128 of 5,822 · large
Return (1Y)Goal
+32.4%
Track Record
5 years
#2,501 of 5,822 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$13,264+32.6%
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%
Asset allocation
Stocks
99.4%
Cash
0.6%
By sector
Industrials
23.8%
Financial Services
15.7%
Technology
15.4%
Consumer Cyclical
12.1%
Healthcare
11.8%
Real Estate
5.6%
Energy
4.9%
Consumer Defensive
3.9%
Other
6.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.1%Moderate
Year-on-year price swings
Max drawdown
-26.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.91Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Invests primarily in equity securities of small to medium market capitalization companies, defined as those similar to the Russell 2500. The fund employs fundamental analysis for security selection and applies a quantitative portfolio construction process. It may invest in both growth and value stocks, and includes derivative instruments for exposure to market risk factors. The fund is actively managed and publishes a Tracking Basket to reflect its investment strategy.
- Inception date
- February 2, 2021
- Fund family
- Fidelity Investments
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Data updated on 2026-05-18