Fidelity Stocks for Inflation ETFFidelity Stocks for Inflation ETFFidelity Stocks for Inflation ETF

Fidelity Stocks for Inflation ETF

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Key stats


Assets under management (AUM)
‪200.36 M‬USD
Fund flows (1Y)
‪23.22 M‬USD
Dividend yield (indicated)
1.25%
Discount/Premium to NAV
1.5%

About Fidelity Stocks for Inflation ETF


Issuer
FMR LLC
Brand
Fidelity
Expense ratio
0.15%
Inception date
Nov 5, 2019
Index tracked
Fidelity Stocks for Inflation Factor
Management style
Passive
FCPI providesexposure tolarge-and mid-cap US equities that tend tooutperform in inflationary environments. Theindexstarts with the top 1000 US companies by market cap,each are rankedand scoredbased onvalue, momentum and quality factors.Thefinal selection being approximately 100 stocks, based on market cap within each sector. Each stock isequally weighted plusan overweight adjustment depending onitssector.Sectors such as energy, materials, consumer staples, health care,real assets and infrastructure receive+5% overweight in the portfolio. The index is rebalanced semi-annually, on the third Friday in February and August.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Multi-factor
Weighting scheme
Tiered
Selection criteria
Multi-factor
What's in the fund
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Finance
Technology Services
Consumer Non-Durables
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.