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FCPI - ETF AI Analysis
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Fidelity Stocks for Inflation ETF (FCPI)
Rating:74Outperform
Price Target:
$56.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia and Broadcom, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it cost-efficient for investors.
Sector Diversification
The fund is spread across multiple sectors, including Technology, Health Care, and Consumer Defensive, reducing reliance on any single industry.
Negative Factors
High Geographic Concentration
The ETF is heavily concentrated in U.S. companies, offering little exposure to international markets.
Underperforming Holdings
Some holdings, such as CF Industries and CNX Resources, have shown weak year-to-date performance, which may drag on overall returns.
Technology Overweight
Nearly 30% of the fund is allocated to the Technology sector, increasing vulnerability to downturns in this industry.
FCPI vs. SPDR S&P 500 ETF (SPY)
AUM244.73M
RegionNorth America
Expense Ratio0.16%
Beta0.92
IssuerFidelity
Inception DateNov 05, 2019
Dividend Yield1.34%
Asset ClassEquity
Index TrackedFidelity Stocks for Inflation Factor
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,660
30 Day Avg. Volume11,970
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
57.82Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering103
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FCPI Summary
The Fidelity Stocks for Inflation ETF (FCPI) is designed to help investors during times of rising inflation by focusing on companies that can perform well in such environments. It follows the Fidelity Stocks for Inflation Factor index and includes a mix of stocks from various sectors, such as technology, healthcare, and consumer defensive. Well-known companies like Nvidia and Microsoft are among its top holdings. This ETF could be a good choice for someone looking to protect their investments from inflation while gaining exposure to a diverse range of industries. However, new investors should be aware that its performance can fluctuate with market conditions and inflation trends.
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
The Fidelity Stocks for Inflation ETF (FCPI) leans heavily on tech giants like Nvidia and Microsoft, which are driving performance with steady growth in AI and cloud services. Nvidia’s leadership in AI infrastructure has been a standout, while Microsoft’s cloud expansion keeps it on solid ground. Apple, though rising recently, has shown mixed momentum this year, tempering its contribution. On the other hand, CF Industries and CNX Resources are lagging, holding back the fund with operational and market challenges. With a strong U.S. focus and a notable tilt toward technology, FCPI is positioned to thrive in inflationary times but faces headwinds from weaker energy and materials names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.41% | $15.54M | $4.57T | 27.45% | 85 Outperform | |
| Apple | 5.69% | $13.79M | $3.97T | 18.29% | 80 Outperform | |
| Microsoft | 5.18% | $12.55M | $3.69T | 17.58% | 82 Outperform | |
| Newmont Mining | 4.53% | $10.98M | $91.00B | 85.15% | 81 Outperform | |
| Cf Industries Holdings | 2.91% | $7.06M | $12.79B | -2.01% | 68 Neutral | |
| CNX Resources | 2.83% | $6.85M | $4.74B | -7.94% | 69 Neutral | |
| Simon Property | 2.48% | $6.01M | $59.94B | 2.56% | 74 Outperform | |
| Broadcom | 2.47% | $5.98M | $1.65T | 90.28% | 76 Outperform | |
| Antero Midstream | 2.35% | $5.70M | $8.44B | 15.36% | 78 Outperform | |
| Alphabet Class A | 2.33% | $5.65M | $3.37T | 56.34% | 80 Outperform |
FCPI Technical Analysis
Neutral
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Price Trends
49.58
Negative
48.25
Positive
45.89
Positive
Market Momentum
0.03
Positive
47.09
Neutral
35.44
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FCPI, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 49.81, equal to the 50-day MA of 49.58, and equal to the 200-day MA of 45.89, indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 47.09 is Neutral, neither overbought nor oversold. The STOCH value of 35.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FCPI.
FCPI Peer Comparison
Comparison Results
Performance Comparison
FCPI
Fidelity Stocks for Inflation ETF
49.56
4.50
9.99%
FNDB
Schwab Fundamental US Broad Market Index ETF
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SUSL
iShares ESG MSCI USA Leaders ETF
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SYLD
Cambria Shareholder Yield ETF
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PLDR
Putnam Sustainable Leaders ETF
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ABFL
Fcf Us Quality 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.
Disclaimer
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.Date of analysis: ―
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