Fidelity Fundamental Small-Mid Cap ETF
Shareclass
Fidelity Fundamental Small-Mid Cap ETF (FFSM)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Fidelity Fundamental Small-Mid Cap ETF
FUND COVERAGE
# of holdings161
% of assets94%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Jones Lang LaSalle Inc1.15%$8.63M
- 2. Charles River Laboratories International Inc0.23%$1.74M
- 3. Raymond James Financial Inc0.69%$5.18M
- 4. Ventas Inc0.83%$6.25M
- 5. PVH Corp0.27%$2.03M
- 6. Reinsurance Group of America Inc0.94%$7.07M
- 7. Cytokinetics Inc0.2%$1.5M
- 8. Crocs Inc0.8%$6.04M
- 9. Essential Properties Realty Trust Inc0.46%$3.5M
- 10. KBR Inc0.91%$6.84M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Construction Partners Inc Class A1.11%$8.38M
- 2. RBC Bearings Inc0.66%$4.95M
- 3. Nuvalent Inc Class A0.14%$1.05M
- 4. Chewy Inc0.51%$3.82M
- 5. Patrick Industries Inc0.37%$2.81M
- 6. Silgan Holdings Inc0.42%$3.14M
- 7. Vaxcyte Inc Ordinary Shares0.18%$1.36M
- 8. Compass Inc Class A0.52%$3.94M
- 9. Ncino Inc Ordinary Shares0.27%$2.01M
- 10. IES Holdings Inc1.69%$12.72M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Fidelity Fundamental Small-Mid Cap ETF
Totals
Holdings
Assets
Weight
Prisons
3
$11.23M
1.49%
Prisons high risk
1
$2M
0.27%
Private prisons
0
$0
0%
Borders
5
$22.5M
2.99%
Borders high risk
3
$12.34M
1.64%
Total
6
$24.76M
3.29%
Holdings — 6 flagged holdings
1.
Synovus Financial Corp
:$6.96M
0.93%
2.
KBR Inc
:$6.84M
0.91%
3.
Granite Construction Inc
:$3.5M
0.46%
4.
OSI Systems Inc
:$3.19M
0.42%
5.
Acadia Healthcare Co Inc
$2.26M
0.3%
6.
Cellebrite DI Ltd
:$2M
0.27%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Fidelity Fundamental Small-Mid Cap ETF FFSM
Environment
Social
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