Talk to your financial advisor about how Fidelity Dividend Factor ETFs and Mutual Funds can generate income and help your portfolio grow.
Active in design, passive in execution
Different approaches to investing come with different goals. Some investors construct their portfolios to target growth, value or momentum, to name a few. These are considered ‘factors’, or attributes of companies that are targeted for their potential to deliver broad, persistent and long recognized drivers of returns. Or in the case of dividends: monthly income.
With the Fidelity Factor™, you get a product that tracks the performance of indices that are built on strong quantitative research and a legacy of fundamental bottom-up research, targeting factors that may outperform over the long term.
The Fidelity Factor™
Asset management evolved
There’s a smarter way to income
Fidelity Dividend Factor ETFs and Mutual Funds are engineered for income. With an investment process that targets dividend-paying companies, you can now complement your portfolio with a powerful, outcome-oriented approach that seeks to deliver monthly income and capital gains.
Capture the power of dividends in your portfolio for an innovative, intelligent path to income.
Now available: Fidelity Dividend Factor ETFs and Mutual Funds, designed to generate income for you.
- Fidelity Canadian High Dividend Index ETF
- Fidelity U.S. Dividend for Rising Rates Index ETF
- Fidelity U.S. Dividend for Rising Rates Currency Neutral Index ETF
- Fidelity U.S. High Dividend Index ETF
- Fidelity U.S. High Dividend Currency Neutral Index ETF
- Fidelity International High Dividend Index ETF
The Dividend Factor ETFs will also be available as mutual funds. The mutual funds will invest in the underlying ETFs:
- Fidelity Canadian High Dividend Index ETF Fund
- Fidelity U.S. Dividend for Rising Rates Index ETF Fund
- Fidelity U.S. Dividend for Rising Rates Currency Neutral Index ETF Fund
- Fidelity U.S. High Dividend Index ETF Fund
- Fidelity U.S. High Dividend Currency Neutral Index ETF Fund
- Fidelity International High Dividend Index ETF Fund
- Fidelity Tactical Global Dividend ETF Fund* – this fund is a single-ticket global dividend solution with a tactical asset allocation overlay designed to generate income in various market environments.
*This is not an index mutual fund and may invest in underlying funds that are not managed by Fidelity. This fund may also invest, to a lesser extent, in underlying funds that do not invest in global dividend-paying equity securities.