FDMO - ETF AI Analysis
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Fidelity Momentum Factor ETF (FDMO)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its strategy.
Leading Growth Companies in Top Holdings
The fund’s largest positions include well-known technology and growth companies that have generally shown strong performance, helping drive returns.
Low Expense Ratio
The ETF charges relatively low fees, which helps investors keep more of the fund’s returns over time.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can increase risk if that sector experiences a downturn.
Single-Country Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Exposure to Weak-Performing Holding
One of the major positions has shown weak performance this year, which can drag on the fund’s overall results.
FDMO vs. SPDR S&P 500 ETF (SPY)
AUM876.13M
RegionNorth America
Expense Ratio0.15%
Beta1.19
IssuerFidelity
Inception DateSep 12, 2016
Dividend Yield0.61%
Asset ClassEquity
Index TrackedFidelity U.S. Momentum Factor Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume62,290
30 Day Avg. Volume74,795
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
115.50Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering131
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FDMO Summary
The Fidelity Momentum Factor ETF (FDMO) tracks the Fidelity U.S. Momentum Factor Index, which focuses on large U.S. companies whose stock prices have been rising strongly. It holds many well-known names, including Nvidia and Apple, and is heavily invested in technology, but also owns financial, health care, and consumer companies. An investor might choose this ETF to seek growth by riding trends in leading U.S. stocks while still being diversified across sectors. A key risk is that momentum stocks can fall quickly when trends reverse, and the fund can go up and down sharply with the overall stock market.
How much will it cost me?The Fidelity Momentum Factor ETF (FDMO) has an expense ratio of 0.16%, which means you’ll pay $1.60 per year for every $1,000 invested. This is lower than the average for actively managed funds, as FDMO uses a factor-based approach to track momentum stocks rather than traditional active management.
What would affect this ETF?The Fidelity Momentum Factor ETF (FDMO) could benefit from continued strength in the technology sector, which makes up a significant portion of its holdings, as well as positive economic conditions that support consumer spending and innovation. However, rising interest rates or regulatory changes affecting large-cap tech companies like Nvidia and Microsoft could negatively impact the fund's performance. Additionally, broader market volatility or economic downturns may pose risks to momentum-driven strategies.
FDMO Top 10 Holdings
FDMO is riding a powerful U.S. tech and semiconductor wave, with Nvidia, Apple, AMD, Micron, and Intel doing most of the heavy lifting. Nvidia and Apple remain steady engines of momentum, while AMD and Micron have surged, giving the fund extra thrust from the AI and chip boom. Intel and Alphabet are more mixed, occasionally tapping the brakes, and Amazon has been lagging lately, trimming some of that upside. Overall, this is a U.S.-centric, tech-heavy momentum play where a handful of chip and Big Tech names set the tone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.80% | $77.07M | $5.53T | 25.18% | 76 Outperform | |
| Apple | 8.04% | $70.45M | $4.91T | 37.25% | 79 Outperform | |
| Alphabet Class A | 5.50% | $48.23M | $4.28T | 48.65% | 85 Outperform | |
| Amazon | 3.55% | $31.13M | $2.83T | 21.29% | 71 Outperform | |
| Micron | 2.89% | $25.34M | $1.16T | 470.40% | 79 Outperform | |
| Advanced Micro Devices | 2.78% | $24.37M | $992.71B | 182.97% | 73 Outperform | |
| Intel | 1.87% | $16.41M | $553.46B | 187.87% | 64 Neutral | |
| Moderna | 1.80% | $15.80M | $89.83B | 738.61% | 59 Neutral | |
| SanDisk Corp | 1.73% | $15.19M | $228.62B | 1253.02% | 55 Neutral | |
| Eli Lilly & Co | 1.72% | $15.11M | $1.11T | 40.32% | 72 Outperform |
FDMO Technical Analysis
Positive
―
Price Trends
94.94
Positive
94.80
Positive
90.07
Positive
Market Momentum
0.53
Negative
55.87
Neutral
59.37
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FDMO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 95.32, equal to the 50-day MA of 94.94, and equal to the 200-day MA of 90.07, indicating a bullish trend. The MACD of 0.53 indicates Negative momentum. The RSI at 55.87 is Neutral, neither overbought nor oversold. The STOCH value of 59.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FDMO.
FDMO Peer Comparison
Comparison Results
Performance Comparison
FDMO
Fidelity Momentum Factor ETF
96.39
14.10
17.13%
SYLD
Cambria Shareholder Yield ETF
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―
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SEUS
SEI QiM U.S. Equity Factor Allocation Active ETF
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BGDV
Bahl & Gaynor Dividend ETF
―
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AUSF
Global X Adaptive U.S. Factor ETF
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AAUB
Alpha Architect US Equity 4 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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