FEMV - ETF AI Analysis
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Fidelity Enhanced Mid Cap Value ETF (FEMV)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Technology and Industrial Exposure
A sizable allocation to technology and industrial companies gives the fund exposure to sectors that have been driving much of the market’s growth.
Multiple Strong Top Holdings
Several of the largest positions, particularly in technology and energy, have delivered strong year-to-date results that support the fund’s overall performance.
Negative Factors
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. economy.
Sector Concentration Risk
Large weights in technology and industrials mean the fund could be more vulnerable if these sectors experience a downturn.
Moderate Expense Ratio
While not extremely high, the fund’s fee is noticeable and could slightly reduce long-term returns compared with the very cheapest ETFs.
FEMV vs. SPDR S&P 500 ETF (SPY)
AUM6.98M
RegionNorth America
Expense Ratio0.23%
Beta0.25
IssuerFidelity
Inception DateApr 28, 2026
Dividend Yield0.25%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,481
30 Day Avg. Volume1,547
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
31.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering252
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FEMV Summary
Fidelity Enhanced Mid Cap Value ETF (FEMV) is an actively managed fund that focuses on mid-sized U.S. companies chosen from the Russell Midcap Value universe. It looks for stocks that appear relatively cheap but have solid business strength, aiming to beat a simple mid-cap value index over time. The fund owns a mix of sectors, including technology, financials, and energy, with well-known names like Western Digital and Bank of New York Mellon. Investors might consider FEMV for diversification and long-term growth potential from mid-sized companies. However, its share price can go up and down with the stock market and mid-cap value cycles.
How much will it cost me?This ETF has an expense ratio of 0.23%, which means you’ll pay about $2.30 per year for every $1,000 you invest. That’s slightly higher than the cost of a typical passive index ETF because this fund is actively managed, with managers choosing stocks in an effort to outperform the market.
What would affect this ETF?This U.S.-focused ETF could benefit if the economy grows steadily, interest rates stabilize or fall, and demand stays strong for technology, industrial, and energy companies, which make up a large share of its holdings. On the other hand, a U.S. slowdown, rising rates that pressure mid-sized and financial firms, or poor stock selection by the active manager could hurt performance, especially given its concentration in specific sectors and value-style stocks.
FEMV Top 10 Holdings
FEMV is leaning into classic mid-cap value, with industrials and financials doing much of the heavy lifting. Nucor has been a standout, rising steadily and giving the fund a strong steel backbone, while State Street and Allstate add punch from the financial side with firm, rising trends. Westinghouse Air Brake is another industrial engine that’s been humming along nicely. On the softer side, Kinder Morgan’s mixed momentum and L3Harris’s recent lagging tone keep returns from really taking off. The portfolio is firmly U.S.-focused, with no big single-name bets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nucor | 1.09% | $76.24K | $61.01B | 88.51% | 74 Outperform | |
| Marathon Petroleum | 1.06% | $74.12K | $99.81B | 120.19% | 66 Neutral | |
| Digital Realty | 1.01% | $71.13K | $74.06B | 19.93% | 69 Neutral | |
| Ametek | 1.01% | $70.97K | $58.41B | 39.18% | 79 Outperform | |
| Hewlett Packard Enterprise | 1.01% | $70.77K | $77.74B | 166.34% | 68 Neutral | |
| State Street | 1.00% | $70.43K | $52.67B | 73.61% | 75 Outperform | |
| Kinder Morgan | 0.98% | $68.97K | $73.08B | 23.26% | 68 Neutral | |
| Westinghouse Air Brake Technologies | 0.93% | $65.56K | $50.51B | 58.40% | 79 Outperform | |
| Allstate | 0.93% | $65.12K | $66.10B | 24.63% | 74 Outperform | |
| IQVIA Holdings | 0.91% | $64.00K | $38.95B | 25.29% | 73 Outperform |
FEMV Technical Analysis
Neutral
―
Price Trends
26.81
Positive
Market Momentum
0.36
Negative
60.64
Neutral
64.72
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FEMV, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 27.50, equal to the 50-day MA of 26.81, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.36 indicates Negative momentum. The RSI at 60.64 is Neutral, neither overbought nor oversold. The STOCH value of 64.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FEMV.
FEMV Peer Comparison
Comparison Results
Performance Comparison
FEMV
Fidelity Enhanced Mid Cap Value ETF
27.76
2.72
10.86%
TSCM
TimesSquare Quality Mid Cap Growth ETF
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―
―
KMID
Virtus KAR Mid-Cap ETF
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―
―
MMID
MFS Active Mid Cap ETF
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―
―
JMID
Janus Henderson Mid Cap Growth Alpha ETF
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―
―
EPMV
Harbor Mid Cap Value ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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