Key stats
About Fidelity Disruptive Automation ETF
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Inception date
Jun 12, 2023
Structure
Open-Ended Fund
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
What's in the fund
Exposure type
Producer Manufacturing
Electronic Technology
Technology Services
Stock breakdown by region
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Summary
Neutral
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Summary
Neutral
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Summary
Neutral
SellBuy
Strong sellStrong buy
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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.