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Upturn AI SWOT - About
Fidelity® Momentum Factor ETF (FDMO)
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Upturn Advisory Summary
10/10/2025: FDMO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 54.03% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 55.32 - 75.50 | Updated Date 06/29/2025 |
52 Weeks Range 55.32 - 75.50 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® Momentum Factor ETF
ETF Overview
Overview
Fidelityu00ae Momentum Factor ETF (FDMO) seeks to provide investment returns that correspond to the performance of stocks exhibiting momentum characteristics. It focuses on US equities with high price momentum.
Reputation and Reliability
Fidelity is a well-established and reputable asset manager with a long track record.
Management Expertise
Fidelity has a large and experienced team of investment professionals.
Investment Objective
Goal
To provide investment returns that correspond to the performance of stocks exhibiting momentum characteristics.
Investment Approach and Strategy
Strategy: The ETF uses a rules-based approach to select stocks with high price momentum.
Composition The ETF primarily holds US stocks.
Market Position
Market Share: FDMO has a moderate market share within the momentum ETF segment.
Total Net Assets (AUM): 1395000000
Competitors
Key Competitors
- MTUM
- QMOM
- IMTM
Competitive Landscape
The momentum ETF market is competitive, with several established players. FDMO competes with other momentum ETFs based on factors such as expense ratio, tracking error, and liquidity. FDMO's advantages include Fidelity's brand recognition and distribution network. A potential disadvantage might be differences in methodology compared to competitors.
Financial Performance
Historical Performance: Historical performance data is crucial for evaluating FDMO's effectiveness in capturing momentum returns. This data can be found on Fidelity's website.
Benchmark Comparison: Comparing FDMO's performance to a broad market index (e.g., S&P 500) and a dedicated momentum index (if available) helps assess its value added.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
FDMO's average trading volume is sufficient for most investors, allowing for relatively easy entry and exit.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
FDMO's performance is influenced by overall market conditions, sector rotations, and the persistence of momentum as a factor. Economic indicators like GDP growth and interest rates also play a role.
Growth Trajectory
The growth trajectory depends on investor interest in momentum strategies and FDMO's ability to consistently deliver competitive returns. Any changes to the underlying index or investment strategy would impact its growth.
Moat and Competitive Advantages
Competitive Edge
FDMO benefits from Fidelity's strong brand and distribution network. The ETF employs a transparent, rules-based approach to momentum investing, which appeals to some investors. Fidelity's size and resources allow for competitive expense ratios. The ETFu2019s performance hinges on the effectiveness of its momentum factor selection methodology. Its distinct construction methodology is one potential advantage, potentially outperforming rivals in various market environments.
Risk Analysis
Volatility
FDMO's volatility is expected to be higher than the broad market due to the concentrated nature of momentum stocks.
Market Risk
FDMO is subject to market risk, particularly related to the sectors and stocks that exhibit high momentum. Momentum strategies can be prone to periods of underperformance if the factor reverses.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking to overweight momentum stocks within their US equity allocation and understands the potential for higher volatility.
Market Risk
FDMO is suitable for investors with a moderate to high risk tolerance who believe in the long-term efficacy of momentum investing. It is best for long-term investors that are ok with volatility in the short run.
Summary
Fidelityu00ae Momentum Factor ETF seeks to capture the returns of US stocks exhibiting momentum characteristics using a rules-based approach. Managed by Fidelity, a reputable firm, it provides access to a specific investment factor. It is subject to market risk and volatility due to its concentrated holdings. The ideal investor is one with a higher risk tolerance who seeks to overweight momentum stocks and can tolerate high volatility. Before investing in FDMO, one should understand its expense ratio, assess its historical performance, and compare it against its competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Market conditions and ETF performance can change rapidly. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidelity® Momentum Factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of assets in securities included in the Fidelity U.S. Momentum Factor Index", which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies that exhibit positive momentum signals. It invests in lending securities to earn income for the fund.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.