FCPI - ETF AI Analysis
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Fidelity Stocks for Inflation ETF (FCPI)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Inflation-Oriented Holdings
Significant exposure to energy, materials, and select technology names can help the fund respond relatively well when inflation is elevated.
Low Expense Ratio
The fund’s fee is low for an actively managed strategy, which helps investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Top Holdings Risk
A meaningful share of the portfolio is in a small group of large stocks, including some that have recently lagged, which can increase volatility.
Sector Tilts May Be Cyclical
Large weights in technology, energy, and materials can make the fund more sensitive to swings in these economically sensitive sectors.
FCPI vs. SPDR S&P 500 ETF (SPY)
AUM273.16M
RegionNorth America
Expense Ratio0.15%
Beta0.90
IssuerFidelity
Inception DateNov 05, 2019
Dividend Yield1.6%
Asset ClassEquity
Index TrackedFidelity Stocks for Inflation Factor
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume14,798
30 Day Avg. Volume15,240
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
65.20Price 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 hold up better when prices are rising. It owns a wide mix of sectors, with a tilt toward technology, health care, and energy. Well-known holdings include Nvidia and Apple, along with other large U.S. companies. Someone might invest in FCPI to seek growth while trying to protect their money from inflation and to get broad diversification in one fund. A key risk is that it can still go up and down with the stock market, especially tech stocks.
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 leans heavily on U.S. tech and AI powerhouses, with Nvidia, Apple, Microsoft, Alphabet, and Broadcom steering much of the ride. Recently, Nvidia and Apple have been more steady than spectacular, while Microsoft has been lagging and occasionally putting a brake on returns. On the flip side, energy names like APA and TechnipFMC, along with gold miners such as Newmont and Anglogold, have been rising and give the fund an inflation-friendly backbone. Overall, it’s a U.S.-centric mix of Big Tech muscle and hard-asset ballast.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.95% | $16.25M | $4.71T | 22.22% | 76 Outperform | |
| Apple | 5.40% | $14.74M | $4.53T | 47.93% | 79 Outperform | |
| Microsoft | 3.58% | $9.78M | $2.90T | -22.12% | 79 Outperform | |
| APA | 2.97% | $8.12M | $11.44B | 65.85% | 73 Outperform | |
| TechnipFMC | 2.96% | $8.09M | $26.61B | 92.78% | 80 Outperform | |
| Alphabet Class A | 2.84% | $7.76M | $4.34T | 110.50% | 85 Outperform | |
| Newmont Mining | 2.74% | $7.48M | $103.60B | 65.01% | 81 Outperform | |
| Anglogold Ashanti PLC | 2.65% | $7.25M | $42.75B | 75.36% | 73 Outperform | |
| Simon Property | 2.44% | $6.67M | $73.31B | 37.66% | 70 Outperform | |
| Broadcom | 2.29% | $6.24M | $1.71T | 36.42% | 76 Outperform |
FCPI Technical Analysis
Positive
―
Price Trends
53.80
Positive
52.18
Positive
50.88
Positive
Market Momentum
0.20
Negative
57.00
Neutral
66.04
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 54.12, equal to the 50-day MA of 53.80, and equal to the 200-day MA of 50.88, indicating a bullish trend. The MACD of 0.20 indicates Negative momentum. The RSI at 57.00 is Neutral, neither overbought nor oversold. The STOCH value of 66.04 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
54.62
8.43
18.25%
SYLD
Cambria Shareholder Yield ETF
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FDMO
Fidelity Momentum Factor ETF
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HLAL
Wahed FTSE USA Shariah ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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AUSF
Global X Adaptive U.S. Factor 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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