Are you confused about what factors and factor investing are and how to use them effectively in your portfolio? Good news: Fidelity is here to help. Join us for an in-depth webinar that will take you through factor investing. Whether you want to focus on style or macro-economic factors, we can help. Some of the topics we will investigate during this session include:
- Understanding what a factor is
- The common factors we see in the marketplace
- How to use factors in a portfolio
- Fidelity factor ETFs, and their differentiation
- Tools and research to help you grow your knowledge
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.
There is no guarantee that a factor-based investing strategy will enhance performance or reduce risk. Before investing, make sure you understand how a factor investing strategy may differ from a more traditional index-based approach. Depending on market conditions, factor-based investments may underperform compared with investments that seek to track a market capitalization–weighted index.