FCPI - ETF AI Analysis
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Fidelity Stocks for Inflation ETF (FCPI)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, indicating its strategy has worked well in the recent market environment.
Leading Growth Companies in Top Holdings
Several major technology names in the top holdings, such as Nvidia, Apple, Alphabet, and Broadcom, have shown strong or steady performance, helping support the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, health care, energy, financials, consumer stocks, and more, which helps reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Market Concentration
Almost all of the ETF’s holdings are in U.S. companies, which means performance is highly tied to the U.S. market and offers little global diversification.
Mixed Performance Among Top Holdings
A few large positions, such as Microsoft, Newmont Mining, and Anglogold Ashanti, have shown weaker or negative performance, which can drag on overall returns.
Significant Tilt Toward Technology
With a large portion of the portfolio in the technology sector, the fund may be more sensitive to downturns or volatility in tech stocks.
FCPI vs. SPDR S&P 500 ETF (SPY)
AUM281.98M
RegionNorth America
Expense Ratio0.15%
Beta0.89
IssuerFidelity
Inception DateNov 05, 2019
Dividend Yield1.53%
Asset ClassEquity
Index TrackedFidelity Stocks for Inflation Factor
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume38,344
30 Day Avg. Volume22,815
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
65.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering98
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FCPI Summary
FCPI, the Fidelity Stocks for Inflation ETF, follows the Fidelity Stocks for Inflation Factor index and focuses on U.S. companies that may handle rising prices well. It owns a wide mix of sectors, with a lot in technology, health care, and energy. Well-known holdings include Nvidia and Apple. Investors might consider FCPI if they want stock market growth while trying to protect their money from inflation by owning companies with strong pricing power. A key risk is that it still invests in stocks, so its value can go up and down with the overall market and may drop during market downturns.
How much will it cost me?The Fidelity Stocks for Inflation ETF (FCPI) has an expense ratio of 0.16%, meaning you’ll pay $1.60 per year for every $1,000 invested. This is lower than average because it is passively managed, focusing on a broad market strategy rather than frequent trading or active management.
What would affect this ETF?The FCPI ETF could benefit from rising inflation, as it focuses on companies with strong pricing power and operational efficiency, particularly in sectors like Technology and Consumer Defensive, which are well-positioned to adapt to inflationary pressures. However, potential risks include economic slowdowns or regulatory changes that negatively impact its top holdings, such as Nvidia and Microsoft, or broader market volatility affecting its U.S.-focused portfolio. Additionally, shifts in interest rates or reduced demand for inflation-hedging investments could challenge its performance.
FCPI Top 10 Holdings
FCPI is leaning heavily on U.S. tech and inflation-friendly plays, with Nvidia and Microsoft acting as the fund’s growth engines thanks to their steady-to-rising momentum in AI and cloud. Apple, while still a core holding, has been more mixed lately and occasionally loses steam, softening the tech tailwind. The real inflation hedge shows up in gold miners like Anglogold Ashanti and Newmont, which have been rising and help anchor the portfolio when markets get choppy. Overall, it’s a U.S.-centric mix of Big Tech powerhouses and commodity-sensitive names built for an inflationary backdrop.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.33% | $17.95M | $5.24T | 24.90% | 76 Outperform | |
| Apple | 5.66% | $16.07M | $4.67T | 37.72% | 79 Outperform | |
| Microsoft | 4.63% | $13.15M | $3.81T | 1.35% | 79 Outperform | |
| Anglogold Ashanti PLC | 4.36% | $12.38M | $57.16B | 99.77% | 73 Outperform | |
| Newmont Mining | 4.22% | $11.98M | $134.85B | 72.02% | 81 Outperform | |
| Valero Energy | 3.22% | $9.13M | $101.45B | 131.80% | 69 Neutral | |
| APA | 3.10% | $8.79M | $14.90B | 83.20% | 73 Outperform | |
| PBF Energy | 3.08% | $8.75M | $8.45B | 160.91% | 55 Neutral | |
| Procter & Gamble | 2.50% | $7.10M | $334.21B | -8.44% | 69 Neutral | |
| Johnson & Johnson | 2.29% | $6.50M | $645.95B | 51.29% | 78 Outperform |
FCPI Technical Analysis
Positive
―
Price Trends
55.39
Positive
54.39
Positive
52.14
Positive
Market Momentum
0.44
Positive
63.07
Neutral
57.87
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FCPI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 56.85, equal to the 50-day MA of 55.39, and equal to the 200-day MA of 52.14, indicating a bullish trend. The MACD of 0.44 indicates Positive momentum. The RSI at 63.07 is Neutral, neither overbought nor oversold. The STOCH value of 57.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FCPI.
FCPI Peer Comparison
Comparison Results
Performance Comparison
FCPI
Fidelity Stocks for Inflation ETF
57.35
9.73
20.43%
VFMF
Vanguard U.S. Multifactor ETF
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HLAL
Wahed FTSE USA Shariah ETF
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AUSF
Global X Adaptive U.S. Factor ETF
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FDMO
Fidelity Momentum Factor ETF
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BGDV
Bahl & Gaynor Dividend ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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