FCPI - ETF AI Analysis
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Fidelity Stocks for Inflation ETF (FCPI)
FCPI’s rating suggests it is a solid, quality ETF for investors looking to navigate inflation, helped by strong core holdings like Apple, Microsoft, and Newmont Mining, which combine robust financial performance with positive long-term growth drivers in areas such as technology, AI, and gold. However, weaker names like PBF Energy, which faces ongoing financial and valuation challenges, and some holdings with high valuations or overbought signals, slightly weigh on the overall picture. The main risk factor is the fund’s reliance on a relatively concentrated mix of large tech and commodity-related stocks, which can increase sensitivity to sector-specific swings and market sentiment.
FCPI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 286.66M
- Region
- North America
- Expense Ratio
- 0.15%
- Beta
- 0.86
- Issuer
- Fidelity
- Inception Date
- Nov 05, 2019
- Dividend Yield
- 1.51%
- Asset Class
- Equity
- Index Tracked
- Fidelity Stocks for Inflation Factor
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. Big Tech and hard-asset plays to do the heavy lifting in an inflationary world. Nvidia and Apple have been rising steadily, acting as twin engines for performance, while Microsoft’s more mixed recent moves add a steadier, ballast-like presence. On the inflation hedge side, gold names like Newmont and Anglogold have lost some near-term steam, even though their longer-term trend is still supportive. Energy refiners such as Valero and PBF are climbing, giving the fund a strong U.S.-centric mix of growth, commodities, and cash-generating cyclicals.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 6.31% | $18.08M | $5.22T | 22.53% | 76Outperform |
 AAPL | Apple | 6.02% | $17.26M | $4.95T | 30.91% | 79Outperform |
 MSFT | Microsoft | 4.81% | $13.78M | $3.95T | 2.95% | 79Outperform |
 VLO | Valero Energy | 3.96% | $11.36M | $124.79B | 176.97% | 69Neutral |
 NEM | Newmont Mining | 3.86% | $11.06M | $123.47B | 35.75% | 81Outperform |
 PBF | PBF Energy | 3.60% | $10.31M | $9.67B | 190.59% | 55Neutral |
 APA | APA | 3.64% | $10.43M | $17.48B | 119.80% | 73Outperform |
 AU | Anglogold Ashanti PLC | 3.51% | $10.05M | $45.87B | 37.00% | 73Outperform |
 PG | Procter & Gamble | 2.78% | $7.96M | $370.05B | 3.44% | 69Neutral |
 MO | Altria Group | 2.48% | $7.11M | $124.63B | 15.81% | 64Neutral |
FCPI Technical Analysis
Price Trends
Market Momentum
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 56.94 is above the 20-day moving average (MA) of 56.68, above the 50-day MA of 56.66, and above the 200-day MA of 53.21, indicating a bullish trend. The MACD of 0.12 indicates Positive momentum. The RSI at 54.07 is Neutral, neither overbought nor oversold. The STOCH value of 33.59 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FCPI | $56.94 | $63.00(10.64% Upside) | $286.66M | 0.15% | 74Outperform |
 AAUB | $51.16 | $61.56(20.33% Upside) | $845.44M | 0.10% | 69Neutral |
 HLAL | $74.32 | $90.34(21.55% Upside) | $971.11M | 0.50% | 76Outperform |
 SEUS | $26.10 | $30.80(18.02% Upside) | $944.92M | 0.30% | 73Outperform |
 AUSF | $50.71 | $57.45(13.31% Upside) | $893.18M | 0.27% | 71Outperform |
 BGDV | $31.20 | $36.88(18.22% Upside) | $864.61M | 0.45% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FCPI | Fidelity Stocks for Inflation ETF | 56.94 | 7.98 | 16.30% | |
| AAUB | Alpha Architect US Equity 4 ETF | 51.16 | 1.67 | 3.38% | |
| HLAL | Wahed FTSE USA Shariah ETF | 74.32 | 13.80 | 22.80% | |
| SEUS | SEI QiM U.S. Equity Factor Allocation Active ETF | 26.09 | 0.83 | 3.29% | |
| AUSF | Global X Adaptive U.S. Factor ETF | 50.70 | 6.13 | 13.75% | |
| BGDV | Bahl & Gaynor Dividend ETF | 31.20 | 4.66 | 17.56% |
This 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.