Fidelity MSCI Utilities Index ETFFidelity MSCI Utilities Index ETFFidelity MSCI Utilities Index ETF

Fidelity MSCI Utilities Index ETF

No trades
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Key stats

Assets under management (AUM)
‪1.19 B‬USD
Fund flows (1Y)
‪−813.50 M‬USD
Dividend yield (indicated)
3.14%
Discount/Premium to NAV
−1.08%

About Fidelity MSCI Utilities Index ETF

Issuer
FMR LLC
Brand
Fidelity
Expense ratio
0.08%
Inception date
Oct 21, 2013
Index tracked
MSCI USA IMI Utilities 25/50 Index
Management style
Passive
FUTY is part of Fidelity's suite of sector funds, and fits into the US utilities space. FUTY is a direct competitor to Vanguard's VPU, which offers nearly identical exposure as they both track very similar indices. FUTY is fairly easy to trade, with modest spreads and sizeable volume. The Indexs methodology applies certain investment limits for RICs under the current US Internal Revenue Code to help ensure diversification, one of which stipulates that: At the end of each quarter of its tax year no more than 25% of the value of the RIC's assets may be invested in a single issuer and the sum of the weights of all issuers representing more than 5% of the fund should not exceed 50% of the funds total assets. Prior to December 1, 2020, the fund tracked the MSCI USA IMI Utilities Index.

Classification

Asset Class
Equity
Category
Sector
Focus
Utilities
Niche
Broad-based
Strategy
Vanilla
Weighting scheme
Market cap
Selection criteria
Market cap
What's in the fund
Exposure type
StocksBonds, Cash & Other
Utilities
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