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Upturn AI SWOT - About
Fidelity® Quality Factor ETF (FQAL)
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Upturn Advisory Summary
08/14/2025: FQAL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 31.03% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 55.87 - 69.39 | Updated Date 06/29/2025 |
52 Weeks Range 55.87 - 69.39 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® Quality Factor ETF
ETF Overview
Overview
The Fidelityu00ae Quality Factor ETF (FQAL) seeks to provide investment returns that correspond to the performance of stocks of large- and mid-capitalization quality companies in the United States. It emphasizes stocks exhibiting high quality characteristics such as profitability, stability, and financial health.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long track record in the investment management industry.
Management Expertise
Fidelity has a large team of experienced investment professionals managing a wide range of investment products, including ETFs.
Investment Objective
Goal
To provide investment returns that correspond to the performance of stocks of large- and mid-capitalization quality companies in the United States.
Investment Approach and Strategy
Strategy: The ETF employs a quality factor strategy, selecting stocks based on fundamental characteristics indicating strong financial health and profitability.
Composition The ETF primarily holds large- and mid-capitalization U.S. stocks identified as high-quality based on factors such as profitability, earnings quality, and solvency.
Market Position
Market Share: FQAL holds a moderate market share in the factor ETF segment.
Total Net Assets (AUM): 665000000
Competitors
Key Competitors
- iShares MSCI USA Quality Factor ETF (QUAL)
- Invesco S&P 500 Quality ETF (SPHQ)
- VanEck Vectors Morningstar Wide Moat ETF (MOAT)
Competitive Landscape
The quality factor ETF market is competitive, with several established players. FQAL offers a cost-competitive option from a reputable issuer. Its smaller AUM compared to QUAL can impact liquidity, while MOAT focuses on a specific moat strategy.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
FQAL's average trading volume suggests moderate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards quality stocks influence FQAL's performance. Sector allocations within the ETF also play a role.
Growth Trajectory
FQAL's growth depends on investor demand for quality factor strategies and Fidelity's ability to attract assets. Changes in the underlying index methodology could also impact its trajectory.
Moat and Competitive Advantages
Competitive Edge
FQAL's competitive edge lies in its low expense ratio and the brand recognition of Fidelity. The quality factor strategy itself is well-established, appealing to investors seeking stable returns. Fidelity's research and portfolio management expertise also contribute to its appeal. The ETF offers a broad exposure to U.S. quality stocks.
Risk Analysis
Volatility
Assessments regarding FQAL's historical volatility are not available at this time.
Market Risk
FQAL is subject to market risk, as the value of its holdings can fluctuate with overall market conditions. Specific sector risks associated with its sector allocations also apply.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking exposure to high-quality U.S. stocks. Investors who prioritize stability and are comfortable with moderate risk should invest in FQAL.
Market Risk
FQAL is suitable for long-term investors and passive index followers seeking a diversified portfolio of quality stocks.
Summary
The Fidelityu00ae Quality Factor ETF (FQAL) offers investors a cost-effective way to access a portfolio of large- and mid-cap U.S. stocks selected based on quality factors. Its low expense ratio and Fidelity's reputation make it an attractive option. The ETF's performance is tied to the overall market and the performance of quality stocks. While it provides diversification, it's subject to market risks and sector-specific risks. Suitable for long-term investors seeking stability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity
- FactSet
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. Past performance is not indicative of future results.
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® Quality 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. Quality Factor Index", which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with a higher quality profile than the broader market. It invests in lending securities to earn income for the fund.
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