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Upturn AI Summary
Fidelity® Momentum Factor ETF(FDMO)
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 FDMO
10/28/2026: FDMO (2-star) is currently NOT-A-BUY. Pass it for now.
Fidelity® Momentum Factor ETF (FDMO) provides exposure to U.S. large and mid-cap stocks characterized by strong price momentum. By employing an active, quantitative approach, the fund aims to capitalize on market trends while maintaining sector neutrality to manage risk. Its primary strengths include a competitive expense ratio, the institutional backing of Fidelity, and a disciplined investment process. However, investors must consider the inherent volatility and cyclical nature of momentum strategies, which can underperform during rapid market rotations. FDMO is best suited for growth-oriented investors looking to add a momentum tilt to their portfolio while monitoring market regime changes.
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 | Strong fit | The momentum strategy naturally tilts toward companies with strong growth trajectories. |
| Momentum investor | Strong fit while signal remains positive | This fund is designed specifically to capture the momentum factor for active market participants. |
| Value investor | Weak fit | Momentum strategies often ignore valuation metrics, making this a poor fit for value-oriented investors. |
| Dividend/Income investor | Weak fit | The fund focuses on capital appreciation rather than dividend income generation. |
| Low-risk investor | Weak fit | Momentum strategies can exhibit higher volatility than the broader market, especially during trend reversals. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors who are comfortable with higher volatility in exchange for potential market-beating returns.
Suitability
Best for long-term investors seeking to augment a core portfolio with a momentum-tilted factor strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Momentum stocks can undergo sharp price declines when trends reverse. |
| Market risk | High | The fund is fully exposed to systemic market fluctuations. |
| Concentration | Medium | The portfolio is tilted toward high-performing stocks which may lead to sector or stock-specific concentration. |
| Tracking/expense | Low | Low fees minimize the drag on long-term investment performance. |
| Liquidity | Low | The fund holds highly liquid large-cap stocks, ensuring easy entry and exit. |
| Business/sector quality | Medium | The quality of holdings fluctuates based on which sectors are currently exhibiting momentum. |
Risk Analysis
Volatility
FDMO exhibits higher volatility than the broad market due to the nature of momentum investing, which favors stocks with aggressive price trends.
Market Risk
The fund is subject to significant market risk; as an equity-based ETF, its value will decline during general market downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 85 | The fund primarily invests in large-capitalization U.S. companies that have demonstrated strong price performance. |
| Market capitalization | U.S. Mid-Cap Equities | 14 | Exposure to mid-sized companies provides additional growth potential outside of the largest market constituents. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small portion of the portfolio is held in cash to manage daily liquidity and transition trades. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 44.61% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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