Morningstar ® 4 & 5 Stars
Goal/Rationale of the Screen
Find only ETFs/ETPs with a Morningstar Overall Rating of 4 or 5 stars.*
Criteria
Edit Criteria Values | Criteria Definitions| Criteria | Value |
|---|---|
| Default: Leveraged/Inverse | Exclude Leveraged and Inverse |
| Morningstar(TM) Rating | Is One Of: Five Stars (Highest), Four Stars |
Summary
*For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating (based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance, including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages. The Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Ratings metrics, calculated as of the release date indicated. Past performance is no guarantee of future results.
Morningstar Rating is for the indicated share class only; other classes may have different performance characteristics.
| Action | ![]() | ETP Name | Symbol | |
|---|---|---|---|---|
| AAM TRANSFORMERS ETF | TRFM | |||
| AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF | CAM | |||
| AB CORE BOND ETF | CORB | |||
| AB NEW YORK INTERMEDIATE MUNICIPAL ETF | NYM | |||
| AB TAX-AWARE SHORT DURATION MUNICIPAL ETF | TAFI | |||
| ABACUS FCF REAL ASSETS LEADERS ETF | ABLD | |||
| ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | BCD | |||
| ABRDN EMERGING MARKETS DIVIDEND ACTIVE ETF | AGEM | |||
| ABRDN FOCUSED U.S. SMALL CAP ACTIVE ETF | AFSC | |||
| ABRDN ULTRA SHORT MUNICIPAL INCOME ACTIVE ETF | AMUN |
The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.
This screen and the information about it was provided by the third-party identified above. The markets are unpredictable and past trends, events and performance may not be representative of future ones. Neither Fidelity nor the third-party can guarantee a particular outcome or provide any warranties as to the results obtained by the screen's use. The screen and its results are for educational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell securities, or a recommendation or endorsement of any security by Fidelity. Fidelity is not affiliated with the third party and does not recommend or endorse this screen. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating securities.
Before investing in any exchange traded product, you should consider its investment objective, risks, charges and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.
