Fidelity Hedged Equity Etf Profile

FHEQ Etf   28.16  0.16  0.57%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Fidelity Hedged is selling at 28.16 as of the 17th of June 2025; that is 0.57 percent increase since the beginning of the trading day. The etf's last reported lowest price was 28.13. Fidelity Hedged has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. The performance scores are derived for the period starting the 19th of March 2025 and ending today, the 17th of June 2025. Click here to learn more.

Moving together with Fidelity Etf

  0.91ACIO Aptus Collared IncomePairCorr
  0.91ADME Aptus Drawdown ManagedPairCorr
  0.82SWAN Amplify BlackSwan GrowthPairCorr
  0.85MSTB ETF Series SolutionsPairCorr

Fidelity Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Equity Hedged (View all Sectors)
IssuerFidelity
Inception Date2024-04-09
Entity TypeRegulated Investment Company
Asset Under Management494.89 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorFidelity Diversifying Solutions LLC
AdvisorFidelity Diversifying Solutions LLC
CustodianState Street Bank and Trust Company
DistributorFidelity Distributors Company LLC
Portfolio ManagerEric Granat, Anna Lester, George Liu, Mitch Livstone, Shashi Naik
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Jan
ExchangeCboe BZX Exchange, Inc.
Number of Constituents182
Market MakerRBC Capital Markets
Total Expense0.52
Management Fee0.48
200 Day M A27.2438
Country NameUSA
50 Day M A26.8982
CodeFHEQ
Updated At16th of June 2025
Returns Y T D2.19
NameFidelity Hedged Equity ETF
Currency NameUS Dollar
Currency CodeUSD
Open FigiBBG01M5HQNM4
TypeETF
1y Volatility8.8
Fidelity Hedged Equity [FHEQ] is traded in USA and was established null. The fund is listed under Equity Hedged. The entity is thematically classified as Large Cap ETFs. Fidelity Hedged Equity currently have in assets under management (AUM). , while the total return for the last year was 9.6%.
Check Fidelity Hedged Probability Of Bankruptcy

Geographic Allocation (%)

Fidelity Hedged Equity Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Fidelity Hedged. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Fidelity Hedged Against Markets

When determining whether Fidelity Hedged Equity is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Fidelity Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Fidelity Hedged Equity Etf. Highlighted below are key reports to facilitate an investment decision about Fidelity Hedged Equity Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Hedged Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income.
You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
The market value of Fidelity Hedged Equity is measured differently than its book value, which is the value of Fidelity that is recorded on the company's balance sheet. Investors also form their own opinion of Fidelity Hedged's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Hedged's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Fidelity Hedged's market value can be influenced by many factors that don't directly affect Fidelity Hedged's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Fidelity Hedged's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Hedged is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Hedged's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.