FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.12: the stock has moved about 88% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFIDELITY LOW DURATION BOND FACTOR ETF (FLDR) trades at $49.76. FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) aims to optimize returns and risk measures relative to traditional US investment-grade floating rate note indices. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for FLDR: FLDR does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) Financial Services Profile
FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) is a $1.36 billion fund focused on optimizing the balance between interest rate and credit risk within the investment-grade floating rate note market. It seeks to improve returns and risk measures compared to traditional indices, offering investors a potentially more efficient approach to fixed income investing with a beta of 0.12.
What Is the Investment Thesis for FLDR?
The fund's focus on low-duration bonds helps mitigate interest rate risk, while its active credit risk management aims to minimize potential losses. With a market capitalization of $1.36 billion and a low beta of 0.12, FLDR offers stability and diversification within a broader investment portfolio. The fund's ability to improve returns and risk measures relative to traditional U.S. investment-grade floating rate note indices is a key value driver. Upcoming catalysts include potential shifts in monetary policy and changes in the economic outlook, which could create opportunities for FLDR to capitalize on market inefficiencies. However, potential risks include unexpected credit downgrades or defaults within the portfolio, as well as increased competition from other fixed income ETFs.
Based on FMP financials and quantitative analysis
FLDR Key Highlights
Market Cap of $1.36 billion indicates a substantial asset base and investor confidence.
- Beta of 0.12 suggests lower volatility compared to the broader market, offering stability.
- Focus on low-duration bonds mitigates interest rate risk, making it attractive in rising rate environments.
- Active credit risk management aims to minimize potential losses from issuer defaults or downgrades.
- Objective to improve returns and risk measures relative to traditional U.S. investment-grade floating rate note indices provides a competitive advantage.
Who Are FLDR's Competitors?
FLDR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CRBN iShares Low Carbon Optimized MSCI ACWI ETF | $257.79 | +0.84% | $1.15B | — |
| DLS WisdomTree International SmallCap Dividend Fund | $86.62 | +0.92% | $1.03B | — |
| FNDB Schwab Fundamental U.S. Broad Market Index ETF | $30.85 | +0.54% | $1.36B | — |
| FVAL FIDELITY VALUE FACTOR ETF | $81.47 | +0.48% | $1.27B | — |
| GOVI Invesco Equal Weight 0-30 Year Treasury ETF | $25.26 | -0.25% | $789M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FLDR's Key Strengths?
Fidelity's strong brand and reputation.
- Active management approach.
- Focus on low-duration bonds.
- ETF structure provides liquidity and transparency.
What Are FLDR's Weaknesses?
Reliance on active management performance.
- Potential for underperformance relative to benchmark indices.
- Vulnerability to credit downgrades and defaults.
- Competition from other fixed income ETFs.
What Are the Key Risks for FLDR?
Unexpected credit downgrades or defaults within the portfolio could negatively impact returns.
- Increased competition from other fixed income ETFs may erode market share.
- Changes in interest rates can impact the value of the fund's holdings.
- Economic downturns or recessions could lead to increased credit risk and lower returns.
What Are FLDR's Competitive Advantages?
- Fidelity's brand reputation and expertise in asset management.
- Active management approach that seeks to outperform benchmark indices.
- Focus on low-duration bonds and active credit risk management.
- ETF structure provides liquidity and transparency.
What Does FLDR Do?
FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) is designed to provide investors with a strategic approach to fixed income investing. The fund focuses on optimizing the balance between interest rate risk and credit risk, aiming to deliver improved returns and risk-adjusted performance compared to traditional U.S. investment-grade floating rate note indices. FLDR's investment strategy involves actively managing a portfolio of low-duration bonds, carefully selecting securities that offer attractive yields while maintaining a disciplined approach to risk management. The fund's objective is to provide a potentially more efficient way for investors to access the fixed income market, particularly in environments where interest rate volatility and credit spreads can significantly impact returns. By focusing on low-duration bonds, FLDR seeks to mitigate the impact of rising interest rates on portfolio values, while its credit risk management approach aims to minimize the potential for losses due to issuer defaults or downgrades. The fund's investment decisions are guided by Fidelity's extensive research capabilities and expertise in fixed income markets. FLDR is managed by a team of experienced portfolio managers who closely monitor market conditions and adjust the portfolio's composition to capitalize on opportunities and manage risks. The ETF structure provides investors with a liquid and transparent way to access this actively managed fixed income strategy. FLDR is based in Boston, US.
What Products and Services Does FLDR Offer?
- Invests in a portfolio of low-duration bonds.
- Seeks to optimize the balance between interest rate risk and credit risk.
- Aims to improve returns and risk measures relative to traditional U.S. investment-grade floating rate note indices.
- Actively manages the portfolio to capitalize on market opportunities.
- Provides investors with a liquid and transparent way to access the fixed income market.
- Offers a potentially more efficient approach to fixed income investing.
How Does FLDR Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to attract and retain investors by delivering competitive risk-adjusted returns.
- Utilizes Fidelity's research capabilities and expertise in fixed income markets to make investment decisions.
What Industry Does FLDR Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. ETFs like FLDR are gaining popularity due to their liquidity, transparency, and cost-effectiveness. The fixed income market, in particular, is experiencing increased demand as investors seek to manage risk and generate stable returns in a low-yield environment. FLDR's focus on low-duration bonds and active credit risk management positions it to capitalize on these trends. Competitors include other fixed income ETFs and actively managed bond funds, but FLDR's unique approach to balancing interest rate and credit risk differentiates it within the market.
Who Are FLDR's Key Customers?
- Individual investors seeking fixed income exposure.
- Financial advisors looking for diversified investment options for their clients.
- Institutional investors seeking to manage risk and generate stable returns.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -0.5%.
FLDR Financials
Bull Case vs Bear Case
Bull Case
- Fidelity's strong brand and reputation.
- Active management approach.
- Focus on low-duration bonds.
- ETF structure provides liquidity and transparency.
Bear Case
- Reliance on active management performance.
- Potential for underperformance relative to benchmark indices.
- Vulnerability to credit downgrades and defaults.
- Competition from other fixed income ETFs.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FLDR Latest News
No recent news available for FLDR.
FLDR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FLDR.
Price Targets
Wall Street price target analysis for FLDR.
FLDR MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FLDR; grades run from A+ (80-100) to F (below 30).
Common Questions About FLDR (Financials)
What does FIDELITY LOW DURATION BOND FACTOR ETF do?
FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) is designed to optimize the balance between interest rate risk and credit risk within a portfolio of low-duration bonds. It aims to improve returns and risk measures relative to traditional U.S. investment-grade floating rate note indices.
What are the main risks for FLDR?
The main risks for FLDR include interest rate risk, credit risk, and market risk. Rising interest rates can negatively impact the value of the fund's holdings, particularly if rates rise unexpectedly. Credit risk refers to the potential for issuers of bonds within the portfolio to default on their obligations.
How is FIDELITY LOW DURATION BOND FACTOR ETF adapting to potential interest rate hikes?
FLDR is specifically designed to mitigate the impact of rising interest rates through its focus on low-duration bonds. Duration is a measure of a bond's sensitivity to changes in interest rates; lower duration bonds are less sensitive to rate hikes.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.