(FELV) Fidelity Covington Trust - NYSE

ETF Category: Large Value | Exchange: NYSE (USA) | Market Cap: 3.023m USD | Total Return: 27.9% in 12m

Large-Cap Stocks, Value Equities, Exchange Traded Funds
Total Rating 71
Safety 59
Buy Signal -0.17
Large Value
Category Rotation: +1.4
TER: 0.18%
AUM: 3.02B
Avg Turnover: 4.20M
Risk 3d forecast
Volatility15.1%
VaR 5th Pctl2.72%
VaR vs Median0.05%
Reward TTM
Sharpe Ratio1.92
Rel. Str. IBD67.1
Rel. Str. Peer Group78.3
Character TTM
Beta0.720
Beta Downside0.743
Hurst Exponent0.489
Drawdowns 3y
Max DD16.08%
CAGR/Max DD1.33
CAGR/Mean DD10.40

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: FELV Fidelity Covington Trust

Fidelity Covington Trust (FELV) is an exchange-traded fund focused on the large-cap value segment of the United States equity market. The fund typically invests at least 80% of its assets in common stocks featured in the Russell 1000 Value Index. Its investment strategy employs a research-driven model that evaluates long-term performance drivers such as valuation, growth potential, and quality metrics.

Large-cap value funds generally target established companies with lower price-to-earnings ratios compared to the broader market. These firms often operate in mature sectors like financial services, healthcare, and industrials, frequently prioritizing dividend payments and capital preservation over aggressive expansion. You may find additional insights on these valuation metrics by exploring ValueRay.

Headlines to Watch Out For
  • Russell 1000 Value Index performance dictates underlying asset valuation trends
  • Federal Reserve interest rate policy shifts impact large-cap value sector rotations
  • Expense ratio competitiveness influences net fund inflows and total return
  • Corporate earnings growth across financial and industrial holdings drives NAV appreciation
What is the price of FELV shares?

As of June 09, 2026, the stock is trading at USD 39.17 with a total of 106,435 shares traded.
Over the past week, the price has changed by -0.20%, over one month by +2.30%, over three months by +10.07% and over the past year by +27.89%.

Is FELV a buy, sell or hold?

Fidelity Covington Trust has no consensus analysts rating.