Fidelity Fundamental Small-Mid Cap ETF
Shareclass
Fidelity Fundamental Small-Mid Cap ETF (FFSM)
Type
Exchange-traded fund
Manager
Gender equality score
44
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,878 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Fidelity Fundamental Small-Mid Cap ETF FFSM
Environment
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Jones Lang LaSalle Inc1.14% of assets$8.71M invested
- 2. Ventas Inc0.9% of assets$6.88M invested
- 3. Discover Financial Services1.29% of assets$9.82M invested
- 4. Hologic Inc<0.01% of assets$27,955 invested
- 5. Doximity Inc Class A0.69% of assets$5.3M invested
- 6. Raymond James Financial Inc0.68% of assets$5.16M invested
- 7. Insight Enterprises Inc0.99% of assets$7.56M invested
- 8. ASGN Inc0.56% of assets$4.29M invested
- 9. PVH Corp0.39% of assets$3.01M invested
- 10. Webster Financial Corp0.71% of assets$5.39M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Construction Partners Inc Class A0.49% of assets$3.76M invested
- 2. Chewy Inc0.42% of assets$3.22M invested
- 3. Liberty Energy Inc Class A0.49% of assets$3.77M invested
- 4. Ncino Inc Ordinary Shares0.33% of assets$2.54M invested
- 5. Madrigal Pharmaceuticals Inc0.26% of assets$2.01M invested
- 6. Nuvalent Inc Class A0.14% of assets$1.06M invested
- 7. Vaxcyte Inc Ordinary Shares0.23% of assets$1.75M invested
- 8. Houlihan Lokey Inc Class A0.84% of assets$6.38M invested
- 9. IES Holdings Inc0.44% of assets$3.32M invested
- 10. Brookfield Infrastructure Corp Ordinary Shares - Class A (Exchangeable Sub0.75% of assets$5.76M invested
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Financial performance
Performance data provided by
Find more financial data on FFSM at Morningstar.com
Find more financial data on FFSM at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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