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Upturn AI Summary
Fidelity® Low Volatility Factor ETF(FDLO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FDLO
11/13/2026: FDLO (3-star) is a STRONG-BUY. BUY for 23 days. Simulated Profits (3.96%). Updated daily EoD!
FDLO provides exposure to U.S. large-cap stocks with lower volatility characteristics via a rules-based index strategy. It offers a low-cost, disciplined approach to defensive equity investing, backed by the quality of Fidelity. While it may lag during aggressive growth markets, its primary role is to serve as a risk-mitigating core holding for long-term investors. Investors should monitor market cycles, as the fund is most effective when volatility is high or market sentiment is cautious, rather than in pure momentum-driven environments.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for stability rather than maximizing aggressive capital appreciation. |
| Momentum investor | Weak fit | Low-volatility stocks often underperform during strong momentum-driven market upturns. |
| Value investor | Mixed fit | While it holds stable companies, it does not specifically screen for value metrics. |
| Dividend/Income investor | Mixed fit | Many low-volatility stocks pay dividends, but the fund is not explicitly managed for yield. |
| Low-risk investor | Strong fit | The fund is specifically built to provide exposure to the market while attempting to reduce total volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is risk-aware, seeking equity market exposure while attempting to mitigate downside risk.
Suitability
Best for long-term investors looking to build a defensive core or balance out higher-risk, growth-oriented positions.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The fund's core objective is to minimize price swings relative to the broader market. |
| Market risk | Medium | Despite being low-volatility, it remains fully exposed to systemic equity market downturns. |
| Concentration | Medium | The strategy may lead to overweighting in defensive sectors depending on current market volatility. |
| Tracking/expense | Low | The expense ratio is very low, minimizing the drag on performance relative to the index. |
| Liquidity | Low | The underlying assets are large-cap stocks with high liquidity, reducing execution risk. |
| Business/sector quality | Medium | The fund relies on the financial stability of the companies included in its factor index. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
FDLO demonstrates lower historical volatility than the S&P 500.
Market Risk
The fund is fully invested in equities and is subject to broad market declines.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 85 | The fund is heavily invested in large-cap U.S. companies that typically exhibit more stable price movements. |
| Sector | Defensive Sectors (Consumer Staples, Health Care, Utilities) | 15 | These sectors are typically included to lower the overall volatility of the portfolio relative to the broader market. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 27.22% | Avg. Invested days 65 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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