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

Fidelity Stocks for Inflation ETF

No trades
See on Supercharts

Key stats


Assets under management (AUM)
‪204.79 M‬USD
Fund flows (1Y)
‪41.99 M‬USD
Dividend yield (indicated)
1.42%
Discount/Premium to NAV
0.03%
Shares outstanding
‪4.75 M‬
Expense ratio
0.16%

About Fidelity Stocks for Inflation ETF


Issuer
FMR LLC
Brand
Fidelity
Inception date
Nov 5, 2019
Structure
Open-Ended Fund
Index tracked
Fidelity Stocks for Inflation Factor
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Fidelity Management & Research Co. LLC
Distributor
Fidelity Distributors Corp.
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
Geography
U.S.
Weighting scheme
Tiered
Selection criteria
Multi-factor
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Finance
Electronic Technology
Consumer Non-Durables
Health Technology
Stock breakdown by region
99%0.4%
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.

Broaden your horizons with more funds linked to FCPI via country, focus, and more.