Fidelity Stocks For Etf Profile
| FCPI Etf | USD 43.25 0.43 1.00% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Stocks is trading at 43.25 as of the 20th of March 2025. This is a 1.00 percent increase since the beginning of the trading day. The etf's open price was 42.82. Fidelity Stocks has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in securities included in the Fidelity Stocks for Inflation Factor Index Fidelity Stocks is traded on BATS Exchange in the United States. More on Fidelity Stocks for
Moving together with Fidelity Etf
| 0.9 | VTI | Vanguard Total Stock | PairCorr |
| 0.91 | SPY | SPDR SP 500 | PairCorr |
| 0.91 | IVV | iShares Core SP | PairCorr |
| 0.86 | VIG | Vanguard Dividend | PairCorr |
| 0.91 | VV | Vanguard Large Cap | PairCorr |
| 0.91 | RSP | Invesco SP 500 | PairCorr |
Moving against Fidelity Etf
Fidelity Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Large Blend, Fidelity Investments (View all Sectors) |
| Issuer | Fidelity |
| Inception Date | 2019-11-07 |
| Benchmark | Fidelity Stocks for Inflation Factor Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 205.13 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | FMR Co., Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Fidelity Distributors Corporation |
| Portfolio Manager | Deane Gyllenhaal, Louis Bottari, Peter Matthew, Robert Regan, Payal Gupta |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Jul |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 103 |
| Market Maker | GTS |
| Total Expense | 0.15 |
| Management Fee | 0.15 |
| Country Name | USA |
| Returns Y T D | (1.22) |
| Name | Fidelity Stocks for Inflation ETF |
| Currency Code | USD |
| Open Figi | BBG00QQ88DK7 |
| In Threey Volatility | 17.71 |
| 1y Volatility | 14.7 |
| 200 Day M A | 43.2268 |
| 50 Day M A | 44.7966 |
| Code | FCPI |
| Updated At | 19th of March 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.52 |
Fidelity Stocks for [FCPI] is traded in USA and was established 2019-11-05. The fund is listed under Large Blend category and is part of Fidelity Investments family. The entity is thematically classified as Strategy ETFs. Fidelity Stocks for currently have 218.24 M in assets under management (AUM). , while the total return for the last 3 years was 10.0%.
Check Fidelity Stocks Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Stocks for Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Stocks for Etf Constituents
| AMGN | Amgen Inc | Stock | Health Care | |
| MO | Altria Group | Stock | Consumer Staples | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| EXR | Extra Space Storage | Stock | Real Estate | |
| WMB | Williams Companies | Stock | Energy | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| EQT | EQT Corporation | Stock | Energy | |
| NUE | Nucor Corp | Stock | Materials |
Fidelity Stocks for Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Fidelity Stocks. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.05) | |||
| Jensen Alpha | (0.0005) | |||
| Total Risk Alpha | 0.0413 | |||
| Treynor Ratio | (0.1) |
Fidelity Stocks Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity Stocks for. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
The market value of Fidelity Stocks for is measured differently than its book value, which is the value of Fidelity that is recorded on the company's balance sheet. Investors also form their own opinion of Fidelity Stocks' value that differs from its market value or its book value, called intrinsic value, which is Fidelity Stocks' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Fidelity Stocks' market value can be influenced by many factors that don't directly affect Fidelity Stocks' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Fidelity Stocks' value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Stocks is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Stocks' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.