(FSMD) Fidelity Small-Mid Factor - NYSE

ETF Category: Small Blend | Exchange: NYSE (USA) | Market Cap: 2.514m USD | Total Return: 27.9% in 12m

Small-Cap Stocks, Mid-Cap Stocks, Value Stocks, Quality Stocks
Total Rating 63
Safety 65
Buy Signal 0.37
Small Blend
Category Rotation: +0.5
TER: 0.15%
AUM: 2.51B
Avg Turnover: 5.64M
Risk 3d forecast
Volatility16.2%
VaR 5th Pctl2.85%
VaR vs Median-2.15%
Reward TTM
Sharpe Ratio1.40
Rel. Str. IBD65.8
Rel. Str. Peer Group13.2
Character TTM
Beta0.883
Beta Downside0.907
Hurst Exponent0.422
Drawdowns 3y
Max DD22.16%
CAGR/Max DD0.81
CAGR/Mean DD4.75

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: FSMD Fidelity Small-Mid Factor

FSMD is a passively managed ETF that seeks to track the Fidelity Small-Mid Multifactor Index, investing at least 80% of its assets in small- and mid-cap U.S. companies that screen well across four factor characteristics: attractive valuations, high quality fundamentals, positive price momentum, and lower volatility than the broader market.

The fund uses a multifactor or smart-beta approach, which combines multiple investment styles into a single rules-based strategy rather than relying on a traditional market-cap-weighted index. Its performance benchmark is the Fidelity U.S. Extended Investable Market Index, which represents a broader universe of U.S. stocks.

FSMD launched in February 2019 and is classified within the Small Blend category, meaning it targets companies that fall between small- and mid-cap sizes with a blend of growth and value characteristics.

Headlines to Watch Out For
  • Small-mid cap valuations trade at steep discount to large caps
  • Fed rate cuts ease borrowing costs for smaller firms
  • Value and quality factor rotation accelerates fund inflows
What is the price of FSMD shares?

As of June 29, 2026, the stock is trading at USD 52.33 with a total of 92,944 shares traded. Over the past week, the price has changed by +1.47%, over one month by +4.38%, over three months by +20.97% and over the past year by +27.94%.

Current recommended Stop Loss: 50.10 (which is 4.3% or 2.7 ATR below the current price).

Is FSMD a buy, sell or hold?

Fidelity Small-Mid Factor has no consensus analysts rating.