FVAL News and Press, Fidelity Value Factor From 04/12/24

2024-04-12 08:00:00 ET Summary JPMorgan U.S. Value Factor ETF has a smarter strategy than most passive value funds: stock valuation is assessed relative to sector peers. As a consequence, the JVAL ETF is overweight in technology, which is quite unusual in this category. Since ...

2024-04-11 08:00:00 ET Summary Invesco RAFI™ Strategic US ETF combines a fundamental score of company size and a quality score. The IUS ETF is better balanced than the S&P 500 index and has much cheaper valuation ratios without sacrificing earnings growth. IUS beats...

2024-04-08 15:09:53 ET Summary Vanguard S&P 500 Value Index Fund ETF Shares weights S&P 500 stocks based on 6 value and growth metrics. It is quite heavy in financials, yet better diversified across sectors and holdings than the S&P 500. Over the last 10 years, the...

2024-04-03 08:30:00 ET Summary The difference in performance between the most expensive and cheapest stocks reflects a rotation from growth to value. Historically, moderate and high inflationary environments have favored value stocks relative to growth. We see opportunities in...

2024-04-02 06:20:00 ET Summary With inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns. Higher inflation puts a premium on real returns - the amount of return investors can generate abo...

2024-03-22 12:06:33 ET More on Fidelity Value Factor ETF FVAL: A Value ETF That Piggybacks Off Growth Seeking Alpha’s Quant Rating on Fidelity Value Factor ETF Dividend scorecard for Fidelity Value Factor ETF Read the full article on Seeking Alpha ...

2024-03-14 19:46:00 ET Summary Potential opportunities in value plays. Has the magnificent seven run its course? Why utilities may be poised for a comeback. ... Read the full article on Seeking Alpha For further details see: Beyond The Magnificent...

2024-03-13 01:46:13 ET Summary iShares Core S&P U.S. Value ETF offers returns on par with the S&P 500 Index and Total Market funds, while diversifying away from big tech holdings. IUSV has achieved these returns while seeing lower volatility than the overall market. IU...

2024-03-12 14:30:00 ET Summary The US market's Shiller P/E of 34 as of March 1st is in the top 1% of history. Total profits are at near-record levels as well. If margins and multiples are both at record levels at the same time, it really is double counting and double jeopardy. For...

2024-03-06 06:10:00 ET Summary The traditional 60/40 portfolio strategy has faced challenges due to rate hikes and low expected returns. AQR Capital Management believes that the 60/40 approach can still provide reasonable returns in a low-interest-rate environment. The value o...