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Upturn AI SWOT - About
Fidelity Small-Mid Factor (FSMD)
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Upturn Advisory Summary
10/15/2025: FSMD (1-star) is a SELL. SELL since 3 days. Simulated Profits (7.80%). Updated daily EoD!
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 29.22% | Avg. Invested days 101 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 33.83 - 44.69 | Updated Date 06/30/2025 |
52 Weeks Range 33.83 - 44.69 | Updated Date 06/30/2025 |
Upturn AI SWOT
Fidelity Small-Mid Factor
ETF Overview
Overview
The Fidelity Small-Mid Factor ETF (FSMO) seeks to provide investment returns that correspond to the performance of small- and mid-capitalization stocks exhibiting characteristics associated with high quality, value, and momentum.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long track record of managing investment products.
Management Expertise
Fidelity has a large and experienced team of investment professionals managing various ETFs and mutual funds.
Investment Objective
Goal
To seek investment returns that correspond to the performance of small- and mid-capitalization stocks exhibiting high quality, value, and momentum characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to outperform the broad small-mid cap market by selecting stocks based on quality, value, and momentum factors.
Composition Primarily holds small- and mid-capitalization U.S. stocks selected based on factor characteristics.
Market Position
Market Share: Market share data is unavailable without real-time market data access.
Total Net Assets (AUM): 60440000
Competitors
Key Competitors
- VBR
- IJS
- SLYV
- AVUV
Competitive Landscape
The small-mid cap factor ETF market is competitive. FSMO distinguishes itself through Fidelity's factor selection methodology, while others like VBR offer broad market exposure. FSMO's expense ratio may be a factor compared to competitors, influencing investor choice. AVUV actively pursues value premia while FSMO relies on a passive factor-based approach.
Financial Performance
Historical Performance: Historical performance data is not available without real-time market data access.
Benchmark Comparison: Benchmark comparison data is not available without real-time market data access.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume fluctuates but provides reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and market sentiment towards small and mid-cap stocks influence FSMO's performance.
Growth Trajectory
FSMO's growth depends on the sustained outperformance of its factor-based strategy and overall market demand for factor investing.
Moat and Competitive Advantages
Competitive Edge
FSMO benefits from Fidelity's established brand and distribution network. Its factor-based strategy, focusing on quality, value, and momentum, aims to provide superior risk-adjusted returns compared to traditional market-cap-weighted indices. The disciplined factor selection process may lead to consistent long-term performance. However, factor investing can experience periods of underperformance. The ETF's relatively low expense ratio aids its competitiveness.
Risk Analysis
Volatility
FSMO's volatility is expected to be comparable to other small- and mid-cap equity ETFs.
Market Risk
FSMO is exposed to market risk associated with small- and mid-cap stocks, including economic downturns and sector-specific risks.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation through exposure to factor-driven small- and mid-cap stocks.
Market Risk
Best suited for long-term investors who understand factor-based investing and are comfortable with market volatility.
Summary
Fidelity Small-Mid Factor ETF (FSMO) offers exposure to U.S. small- and mid-cap stocks selected based on quality, value, and momentum factors. It aims to outperform broad market indices by capitalizing on these factor premia. The ETF is managed by Fidelity, a reputable financial services company, offering investors confidence in the issuer. Its success hinges on the continued effectiveness of its factor-based strategy and market conditions favorable to small and mid-cap equities. Investors should consider its expense ratio and understand factor-based investing before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments, ETF.com, Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and investment strategies can change, and 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 Small-Mid Factor
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 its assets in securities included in the Fidelity Small-Mid Multifactor Index", which is designed to reflect the performance of stocks of small- and mid-capitalization U.S. companies with attractive valuations, high quality profiles, positive momentum signals, and lower volatility than the broader market, as represented by the Fidelity U.S. Extended Investable Market Index".
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.