FPFD 📈 Fidelity Preferred - Overview

Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Preferred Stock

FPFD: Preferred Securities, Corporate Hybrid Securities, Contingent Convertible Securities

The fund normally invests at least 80% of the fund's assets in preferred securities and other income-producing securities. It normally invests in all types of preferred securities and other income-producing securities such as contingent convertible securities and corporate hybrid securities. The fund primarily invests in securities rated at least BB by S&P, Ba by Moodys, comparably rated by at least one nationally recognized credit rating agency, or, if unrated, considered by FMR to be of comparable quality. It is non-diversified.

Additional Sources for FPFD ETF

FPFD ETF Overview

Market Cap in USD 54m
Category Preferred Stock
TER 0.59%
IPO / Inception 2021-06-15

FPFD ETF Ratings

Growth 5y 18.2%
Fundamental -
Dividend 64.1%
Rel. Strength Industry -70.9
Analysts -
Fair Price Momentum 21.07 USD
Fair Price DCF -

FPFD Dividends

Dividend Yield 12m 4.28%
Yield on Cost 5y 4.35%
Annual Growth 5y 38.50%
Payout Consistency 100.0%

FPFD Growth Ratios

Growth Correlation 3m -77%
Growth Correlation 12m 93.4%
Growth Correlation 5y 13.2%
CAGR 5y 0.43%
CAGR/Mean DD 5y 0.05
Sharpe Ratio 12m 0.91
Alpha -2.90
Beta 0.29
Volatility 5.99%
Current Volume 12.5k
Average Volume 20d 18.9k
What is the price of FPFD stocks?
As of December 27, 2024, the stock is trading at USD 21.64 with a total of 12,500 shares traded.
Over the past week, the price has changed by -0.05%, over one month by -1.16%, over three months by -2.54% and over the past year by +8.17%.
Is Fidelity Preferred a good stock to buy?
Neither. Based on ValueRay Analyses, Fidelity Preferred is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 18.19 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FPFD as of December 2024 is 21.07. This means that FPFD is currently overvalued and has a potential downside of -2.63%.
Is FPFD a buy, sell or hold?
Fidelity Preferred has no consensus analysts rating.
What are the forecast for FPFD stock price target?
According to ValueRays Forecast Model, FPFD Fidelity Preferred will be worth about 22.9 in December 2025. The stock is currently trading at 21.64. This means that the stock has a potential upside of +5.82%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 22.9 5.8%