*Results from the ETF/ETP Screener include many types of Exchange-traded funds (ETFs) and Exchange-traded products (ETPs). It can include ETPs not registered under the Investment Company Act of 1940.
ETFs may trade at a premium or discount to their NAV and are subject to the market fluctuations of their underlying investments. ETFs are subject to management fees and other expenses.
For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF's prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock, Inc. and its affiliates.
†Fidelity receives compensation from the fund's advisor or its affiliates in connection with a licensing agreement to utilize Fidelity's active ETF methodology which may create incentives for FBS to encourage the purchase of certain ETFs.
The Fidelity Stock, Preferred Security, ETF/ETP and Closed End Fund Screeners (Screener(s)) are research tools provided to help self-directed investors evaluate these types of securities. The criteria and inputs entered are at the sole discretion of the user, and all screens or strategies with pre-selected criteria (including expert ones) are solely for the convenience of the user. Expert Screens are provided by independent companies not affiliated with Fidelity. Information supplied or obtained from these Screeners is for informational 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 endorsem*nt by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating stocks, preferred securities, exchange traded products or closed end funds. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.
Morningstar, Inc and Fidelity Investments are independent entities and are not legally affiliated.
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.
Buy ETFs Online
- Fidelity Sector ETFs
- Fidelity Active Fixed Income ETFs
- Fidelity Factor ETFs
iShares ETFs
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.
Use Technical Patterns to Screen for ETFs
From the screener, select the "Technicals" criteria category, and find ETFs matching technical patterns in a single click.
Learn how to use advanced technical screening by watching the January 5, 2017 webinar recording.
Preferred securities share characteristics of both stocks and bonds. Fidelity provides an array of criteria and views to help you filter these securities' unique attributes, helping you find the ones that most closely match your investment needs.
Learn More
- Saved Screens
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Use of the screener is subject to its Terms of Use.
Preferred Securities Expert Screens
- Preferred Securities
The goal of this screen is to find financially strong companies with preferred securities that seek to offer above market dividend yields. Some investors may choose preferred securities over common stock because dividends on preferred securities usually have a higher priority in the issuing company's capital structure than those of common stock. As a result, if a company were to reduce or stop its dividends, it would be more likely do so on its common stock before it did so on its preferred securities.
*Screener results may include American Depository Receipts, Limited Partnerships and Master Limited Partnerships, Unit Trust Funds, Real Estate Investment Trusts, and other types of exchange traded securities.
The Fidelity Stock, Preferred Security, ETF/ETP and Closed End Fund Screeners (Screener(s)) are research tools provided to help self-directed investors evaluate these types of securities. The criteria and inputs entered are at the sole discretion of the user, and all screens or strategies with pre-selected criteria (including expert ones) are solely for the convenience of the user. Expert Screens are provided by independent companies not affiliated with Fidelity. Information supplied or obtained from these Screeners is for informational 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 endorsem*nt by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating stocks, preferred securities, exchange traded products or closed end funds. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.
Most Popular Screening Criteria
- Dividend Yield (Annualized)
- Security Price
- S&P Capital IQ Credit Rating
- Moody's Credit Rating
- Cumulative Dividend Indicator
- Original Coupon Rate
- Volume (90 Day Average)
- Cash Flow Growth Rate (5 Yr)
- Maturity Date
- Interest Coverage
Closed end funds (CEFs) are investment companies that invest in a variety of securities, much like conventional mutual funds. However, unlike mutual funds, CEFs trade like a stock on an exchange at prices determined by supply and demand in the marketplace. Use our screener* to find the one that best meets your investment needs. Learn More
- Saved Screens
Please log in to view and run your saved screens.
Use of the screener is subject to its Terms of Use.
Screen Closed End Funds by Asset Class
Quickly search for closed end funds by asset class or customize your search with additional criteria to deliver a more manageable set of search results that you can easily navigate.
Closed End Fund Expert Screens
- Quality Taxable Income Using CEFs
CEFs, in general, are known for their income-generating capabilities. This screen looks at all CEFs with taxable distributions. Income-seeking investors are often unaware that their income is being generated through heavy use of leverage within the CEF and, in their search for income, they overlook a CEF's total return. This screen filters out funds with high leverage use. It also filters out ones that have a current distribution rate at net asset value that is below the median average or that is, in our opinion, unsustainably high. The goal is to find non-leveraged or smartly-leveraged CEFs with higher-than-average distribution rates that can be sustained.
*Results from the Closed End Fund Screener may include closed end funds not registered under the Investment Company Act of 1940.
Closed end funds may trade at a discount (or premium) to their NAV and are subject to the market fluctuations of their underlying investments. Shares of closed end funds frequently trade at a market price that is a discount to their NAV. Closed end funds are subject to management fees and other expenses.
^Premium/Discount to NAV represents the percentage by which the fund's market price exceeds or is less than net asset value (NAV). Shares of closed-end funds frequently trade at a market price that is a discount to their NAV.
The Fidelity Stock, Preferred Security, ETF/ETP and Closed End Fund Screeners (Screener(s)) are research tools provided to help self-directed investors evaluate these types of securities. The criteria and inputs entered are at the sole discretion of the user, and all screens or strategies with pre-selected criteria (including expert ones) are solely for the convenience of the user. Expert Screens are provided by independent companies not affiliated with Fidelity. Information supplied or obtained from these Screeners is for informational 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 endorsem*nt by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating stocks, preferred securities, exchange traded products or closed end funds. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.
Before investing in any fund, you should consider its investment objective, risks, charges, and expenses. Contact Fidelity for the most recent shareholder report for this information. Read it carefully. Please also review information provided by the fund on its web site.
Most Popular Screening Criteria
- Asset Class
- Morningstar Category
- Prospectus Objective
- Sponsor
- Inception Date
- Net Assets
- Total Expense Ratio Adjusted
- Options
