Fidelity Disruptive Automation ETFFidelity Disruptive Automation ETFFidelity Disruptive Automation ETF

Fidelity Disruptive Automation ETF

No trades
See on Supercharts

Key stats


Assets under management (AUM)
‪95.49 M‬USD
Fund flows (1Y)
‪−7.49 M‬USD
Dividend yield (indicated)
0.52%
Discount/Premium to NAV
−0.2%
Shares outstanding
‪3.81 M‬
Expense ratio
0.50%

About Fidelity Disruptive Automation ETF


Issuer
FMR LLC
Brand
Fidelity
Inception date
Jun 12, 2023
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Fidelity Management & Research Co. LLC
Distributor
Fidelity Distributors Co. LLC
FBOT aims for long-term capital growth by utilizing Fidelitys disruptive strategies which identify global automation companies perceived to disrupt market conditions or displace incumbents over time. These companies are those that, in the adviser's opinion, are engaged in designing and manufacturing automation, enabling technology, tools, or processes including robotics, AI, machine vision, process sensors, pneumatic systems, autonomous driving & electric vehicles, and 3D printing. The portfolio is constructed using a fundamental analysis of factors like financial, market, and economic conditions, and industry positions. FBOT converted from a mutual fund called Fidelity Disruptive Automation Fund to an actively managed ETF structure starting with $112 million in net assets.

Classification


Asset Class
Equity
Category
Sector
Focus
Theme
Niche
Robotics & AI
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Producer Manufacturing
Electronic Technology
Technology Services
Stock breakdown by region
45%15%38%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Broaden your horizons with more funds linked to FBOT via country, focus, and more.