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FLDR

FIDELITY LOW DURATION BOND FACTOR ETF
1W: -0.1% 1M: -0.1% 3M: -0.3% YTD: +0.5% 1Y: +3.5% 3Y: +16.2% 5Y: +17.7%
$50.16
-0.07 (-0.13%)
After Hours: $51.85 (+1.69, +3.38%)
ETF CBOE · AUM $1.4B
ETF-Level Metrics
AUM$1.4B
Holdings
Top 10 Wt—%
Beta0.12
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 358 100.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 358 holdings · Page 1 of 8
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 USTN 3.875% 08/15/34 Private 1.47% $20.4M 20,840,000
2 USTN 4.25% 08/15/35 Private 1.40% $19.4M 19,420,000
3 USTN 4.25% 05/15/35 Private 1.30% $18.1M 18,100,000
4 USTN 3.875% 08/15/33 Private 1.29% $18.0M 18,260,000
5 USTN 4% 11/15/35 Private 1.18% $16.4M 16,770,000
6 USTN 4% 02/15/34 Private 1.15% $16.1M 16,200,000
7 USTN 4.25% 11/15/34 Private 1.02% $14.3M 14,210,000
8 DEERECAP FRN SOFR+50 03/06/28 Private 1.00% $13.9M 13,918,000
9 CITIBANK FRN SOFR+71.2 11/27 Private 0.99% $13.7M 13,700,000
10 USTN 4.375% 05/15/34 Private 0.96% $13.4M 13,161,000
11 USTN 3.375% 05/15/33 Private 0.83% $11.5M 12,050,000
12 WELLSFARGO FRN SOFR+137 4/29 Private 0.82% $11.5M 11,305,000
13 NATIONAL AUSTRA FRN SOFR+0 06/ Private 0.82% $11.4M 11,364,000
14 COMM BK FRN SOFR+81 3/30 144A Private 0.75% $10.5M 10,350,000
15 AMER HONDA FIN FRN SOFR+62 12/ Private 0.72% $10.0M 9,950,000
16 WELLSFARGO FRN SOFR+107 4/28 Private 0.70% $9.8M 9,759,000
17 USTN 4.5% 11/15/33 Private 0.68% $9.5M 9,280,000
18 CATERPILLAR FIN FRN VAR 08/28 Private 0.68% $9.5M 9,449,000
19 AMEX FRN SOFR+85 07/20/29 Private 0.68% $9.5M 9,480,000
20 CITIGROUP FRN SOFR+111.43 5/28 Private 0.67% $9.3M 9,304,000
21 MORGAN STANL BK SOFR+108 1/28 Private 0.66% $9.2M 9,193,000
22 CATERPILLAR FIN FRN VAR 11/15/ Private 0.64% $8.9M 8,830,000
23 ING GROEP NV FRN VAR 03/25/29 Private 0.63% $8.8M 8,760,000
24 USTN 4.625% 02/15/35 Private 0.63% $8.8M 8,500,000
25 SUMI TR FRN VAR SOFR 9/27 144A Private 0.61% $8.6M 8,515,000
26 BK NOVA SCOT FRN SOFR+100 9/28 Private 0.61% $8.5M 8,534,000
27 ROYALBK FRN SOFRINDX+86 10/28 Private 0.61% $8.5M 8,447,000
28 MACQ FRN SOFR+74 06/12/28 144A Private 0.59% $8.1M 8,120,000
29 ABN AMRO B NV FRN SOFR+0 12/28 Private 0.58% $8.0M 8,000,000
30 MORGAN STANL BK SOFR+94 7/28 Private 0.56% $7.8M 7,800,000
31 MERCEDES FRN SOFR+78 4/27 144A Private 0.56% $7.8M 7,744,000
32 ATHENE GBL FD FRN SFRIX+95 03/ Private 0.55% $7.7M 7,714,000
33 RABOBANK FRN SFRIX+71 03/05/27 Private 0.54% $7.5M 7,450,000
34 BANCOSAN FRN SOFR+112 07/15/28 Private 0.53% $7.4M 7,365,000
35 NEW YORK LIF SOFR+67 4/27 144A Private 0.53% $7.3M 7,300,000
36 TOR DOM BK FRN SOFR+82 1/31/28 Private 0.52% $7.3M 7,275,000
37 BMONT FRN SOFRINDX+116 12/26 Private 0.52% $7.3M 7,263,000
38 ANZ BKG FRN SOFR+85 12/29 144A Private 0.52% $7.3M 7,200,000
39 CATERPILLAR FRN SOFR+52 3/28 Private 0.52% $7.2M 7,230,000
40 KEURIG DR PEPP FRN VAR 11/15/2 Private 0.52% $7.2M 7,222,000
41 CREDIT AGRI SOFR+121 9/28 144A Private 0.51% $7.1M 7,073,000
42 MASSMUTUAL GLB FRN SOFR+77 01/ Private 0.50% $7.0M 6,950,000
43 WESTPAC BANKING CO FRN 4/16/29 Private 0.50% $6.9M 6,848,000
44 MORGAN STANL BK FRN SOFR+86.5 Private 0.50% $6.9M 6,890,000
45 CATERPILLAR FINL SOFR+69 10/26 Private 0.49% $6.8M 6,774,000
46 WSTP FRN VAR SOFR 1/29/31 144A Private 0.48% $6.7M 6,750,000
47 BOA CORP FRN SOFR+83 01/24/29 Private 0.48% $6.7M 6,739,000
48 AMER HONDA FIN FRN SOFR+71 07/ Private 0.48% $6.7M 6,704,000
49 NATWEST MARKETS FRN VAR 03/21/ Private 0.48% $6.7M 6,657,000
50 ANZ BKG GRP FRN SOFR+68 07/16/ Private 0.48% $6.6M 6,600,000
1 2 3 ... 8 Next →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms