FIVA complements its US-focused sibling, FVAL. Both funds select value stocks using a size-adjusted composite score based on four equally-weighted measures: free cash flow yield, EBITDA to enterprise value, tangible book value to price, and price to forward earnings. Banking stocks are scored on the last two measures only. FIVA targets 100 high-scoring stocks from a selection universe of the 1000 largest firms. Holdings are selected such that country and sector representation is roughly market-like, and weighted by market-cap within each country/sector group. The index is rebalanced on a quarterly basis.
公司网站 :
https://institutional.fidelity.com/prgw/digital/research/quote/dashboard/summary?symbol=FIVA
总经理:-
建立时间:2018
公司总部:Fidelity International Value Factor ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds