Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Fidelity® Quality Factor ETF(FQAL)
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 FQAL
10/28/2026: FQAL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Fidelity® Quality Factor ETF (FQAL) provides exposure to U.S. large-cap equities selected for high profitability and financial stability. It achieves this by tracking a proprietary factor index, offering investors a cost-effective way to filter for high-quality companies. Its primary strength lies in Fidelity's reputable management and a disciplined, rules-based strategy that tends to reduce volatility compared to the broad market. Key risks include factor cyclicality and sector concentration, which may cause it to trail the market during speculative growth phases. It is most suitable for long-term investors looking for a core portfolio holding that emphasizes fundamental financial strength.
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 | Mixed fit | While it captures quality growth, it may lack the exposure to high-beta, speculative growth stocks that aggressive growth investors seek. |
| Momentum investor | Strong fit while signal remains positive | Quality stocks often overlap with momentum factors during sustained market uptrends. |
| Value investor | Mixed fit | The quality filter often prioritizes profitability over cheap valuation multiples, potentially excluding deep-value opportunities. |
| Dividend/Income investor | Mixed fit | Quality companies are often cash-flow rich, but the fund is not explicitly managed for high dividend yield. |
| Low-risk investor | Strong fit | The focus on stable earnings and lower debt typically results in lower relative volatility compared to the broad market. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking a disciplined, systematic way to gain exposure to high-quality companies with strong balance sheets.
Suitability
FQAL is best suited for passive index followers and long-term core portfolio builders looking for a 'quality' tilt rather than active tactical traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Quality factors generally provide a cushion, but the fund remains subject to broader equity market fluctuations. |
| Market risk | Medium / high | The fund is fully invested in equities and is susceptible to systematic market downturns. |
| Concentration | Medium | The index methodology may lead to sector tilts that deviate from the broad S&P 500. |
| Tracking/expense | Low | The low expense ratio and efficient management keep tracking error minimal. |
| Liquidity | Low | The underlying assets are large-cap, highly liquid stocks, minimizing liquidity risks. |
| Business/sector quality | Low / none | The fund's core objective is to identify and own only high-quality businesses. |
Risk Analysis
Volatility
FQAL generally displays moderate volatility, often lower than the broad market due to its quality-bias in stock selection.
Market Risk
As a large-cap U.S. equity fund, FQAL is inherently exposed to systematic market risk, including economic downturns and geopolitical events.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 99 | The fund focuses on high-quality, stable, and profitable large-company stocks within the U.S. market. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A minimal cash buffer is maintained for daily liquidity and operational requirements. |
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 37.63% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.