Fidelity Small Mid Factor Etf Profile
FSMD Etf | USD 39.28 0.86 2.24% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Small is trading at 39.28 as of the 4th of May 2025, a 2.24% increase since the beginning of the trading day. The etf's lowest day price was 38.9. Fidelity Small has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 4th of May 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in securities included in the Fidelity Small-Mid Multifactor Index Fidelity Small-Mid is traded on NYSEARCA Exchange in the United States. More on Fidelity Small Mid Factor
Moving together with Fidelity Etf
0.99 | VB | Vanguard Small Cap | PairCorr |
0.99 | IJR | iShares Core SP | PairCorr |
0.99 | IWM | iShares Russell 2000 | PairCorr |
0.99 | VRTIX | Vanguard Russell 2000 | PairCorr |
0.99 | VTWO | Vanguard Russell 2000 | PairCorr |
0.99 | FNDA | Schwab Fundamental Small | PairCorr |
Moving against Fidelity Etf
Fidelity Small Mid Factor cannot be verified against its exchange. It appears that Fidelity Small is not available for investing at the moment. Please verify the symbol is currently traded on NYSE ARCA Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
RefreshFidelity Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | Size And Style ETFs, Small & Mid Caps ETFs, Small Blend, Fidelity Investments (View all Sectors) |
Issuer | Fidelity |
Inception Date | 2019-02-26 |
Benchmark | Fidelity Small-Mid Multifactor Index |
Entity Type | Regulated Investment Company |
Asset Under Management | 1.46 Billion |
Average Trading Valume | 1.05 Million |
Asset Type | Equity |
Category | Size and Style |
Focus | Small & Mid Caps |
Market Concentration | Developed Markets |
Region | North America |
Administrator | Fidelity Management & Research Company LLC |
Advisor | Fidelity Management & Research Company LLC |
Custodian | State Street Bank and Trust Company |
Distributor | Fidelity Distributors Company LLC |
Portfolio Manager | Louis Bottari, Peter Matthew, Robert Regan, Payal Gupta, Navid Sohrabi |
Transfer Agent | State Street Bank and Trust Company |
Fiscal Year End | 31-Jul |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 602 |
Market Maker | Citadel |
Total Expense | 0.15 |
Management Fee | 0.15 |
Country Name | USA |
Returns Y T D | (4.23) |
Name | Fidelity Small-Mid Factor |
Currency Code | USD |
Open Figi | BBG00NFRNBR4 |
In Threey Volatility | 19.25 |
1y Volatility | 17.37 |
200 Day M A | 40.8089 |
50 Day M A | 38.6282 |
Code | FSMD |
Updated At | 4th of May 2025 |
Currency Name | US Dollar |
Fidelity Small Mid Factor [FSMD] is traded in USA and was established 2019-02-26. The fund is listed under Small Blend category and is part of Fidelity Investments family. The entity is thematically classified as Size And Style ETFs. Fidelity Small Mid currently have 79.6 M in assets under management (AUM). , while the total return for the last 3 years was 8.4%.
Check Fidelity Small Probability Of Bankruptcy
Fidelity Small Mid Currency Exposure
Fidelity Small Mid Factor holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Fidelity Small will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Fidelity Small Mid Factor.
Fidelity Small Mid 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 Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Risk Adjusted Performance | (0.07) | |||
Jensen Alpha | (0.11) | |||
Total Risk Alpha | 0.04 | |||
Treynor Ratio | 0.75 |
Fidelity Small Against Markets
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Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Small Mid Factor. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of Fidelity Small Mid 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 Small's value that differs from its market value or its book value, called intrinsic value, which is Fidelity Small'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 Small's market value can be influenced by many factors that don't directly affect Fidelity Small'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 Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Small'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.