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FULVX - Fidelity U.S. Low Volatility Equity Fund

Name: Fidelity U.S. Low Volatility Equity Fund (FULVX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$11.67

+0.08 (+0.69%)

Weekly Expected Move ±1.3%

$11 $11 $11 $12 $12

ETF NASDAQ · AUM $36.8M

Overview Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Weather

Portfolio Health Summary

IS Overall Score

60.6

★★★★★

Altman Z-Score

5.13

Safe

Weight Coverage

99%

of portfolio analyzed

Holdings Matched

129

with fundamental data

InsiderStreet Scorecard

★★★★★ 60.6

Profitability

59.9

Balance Sheet

57.7

Earnings Quality

72.8

Growth

58.0

Value

49.5

Momentum

80.2

Safety

79.5

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

5.13

Safe Zone (>2.99)

Piotroski F-Score

7.0 / 9

Moderate

Beneish M-Score

-2.35

Unlikely Manipulator

Credit Score

—

Earnings Quality

72.8 / 100

Portfolio Valuation

P/E

974.61x

P/B

279.21x

P/S

142.18x

EV/EBITDA

19.31x

EV/Revenue

4.64x

P/FCF

1068.19x

P/OCF

718.93x

PEG

36.04x

Earnings Yield

0.10%

FCF Yield

0.09%

OCF Yield

0.14%

Median P/E

24.14x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +11.6%

Net Income +31.1%

EPS +35.4%

FCF +32.5%

EBITDA +25.5%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +9.5%

Rev CAGR 5Y +11.2%

EPS CAGR 3Y +27.0%

EPS CAGR 5Y +14.5%

FCF CAGR 3Y +21.2%

FCF CAGR 5Y +11.2%

EBITDA CAGR 3Y +15.5%

EBITDA CAGR 5Y +15.1%

Payout Ratio

37.55%

Buyback Yield

1.98%

Dividend Yield

1.49%

Total Shareholder Return

3.30%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1610 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$11.67

Median 1Y

$12.18

5th Pctile

$9.48

95th Pctile

$15.68

Ann. Volatility

16.4%

25th–75th percentile 5th–95th percentile Median path Historical

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	974.61
Portfolio P/B	279.21
Portfolio P/S	142.18
EV/EBITDA	19.31
EV/Revenue	4.64
P/FCF	1068.19
P/OCF	718.93
PEG	36.04
Earnings Yield	0.10%
FCF Yield	0.09%
OCF Yield	0.14%
Median P/E	24.14

Profitability & Returns (9)

Metric	Value
Gross Margin	37.49%
Operating Margin	17.99%
Net Margin	14.56%
FCF Margin	13.18%
ROE	30.60%
ROA	11.71%
ROIC	19.95%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.69
Debt/Assets	0.27
Net Debt/EBITDA	0.97
Interest Coverage	16.61
Current Ratio	1.08
Quick Ratio	0.91

Efficiency (4)

Metric	Value
Asset Turnover	—
Inventory Turnover	—
Receivables Turnover	—
Payables Turnover	—

Growth — YoY (6)

Metric	Value
Revenue Growth	11.63%
Net Income Growth	31.06%
EPS Growth	35.40%
FCF Growth	32.45%
EBITDA Growth	25.54%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	9.47%
Revenue CAGR 5Y	11.23%
Revenue CAGR 10Y	—
EPS CAGR 3Y	27.04%
EPS CAGR 5Y	14.47%
EPS CAGR 10Y	—
FCF CAGR 3Y	21.24%
FCF CAGR 5Y	11.18%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	15.53%
EBITDA CAGR 5Y	15.08%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	24.62%
Net Income CAGR 5Y	13.66%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	60.6
IS Profitability	59.9
IS Balance Sheet	57.7
IS Earnings Quality	72.8
IS Growth	58.0
IS Value	49.5
IS Momentum	80.2
IS Safety	79.5
IS Quality	74.2
Altman Z-Score	5.13
Piotroski F-Score	6.96
Beneish M-Score	-2.35
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.49%
Payout Ratio	37.55%
Buyback Yield	1.98%
Total Shareholder Return	3.30%

Growth Stability (4)

Metric	Value
Revenue Stability	0.803
Earnings Stability	0.522
Earnings Persistence	0.804
Margin Stability	0.892

Medians (3)

Metric	Value
Median P/E	24.14
Median P/B	3.88
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	98.52%
Holdings Matched	129
Total Holdings	130