FEAC - ETF AI Analysis
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Fidelity Enhanced U.S. All-Cap Equity ETF (FEAC)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown positive returns so far this year and over the past few months, indicating solid recent momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and energy names, have delivered strong gains, helping drive the fund’s results.
Broad Sector Diversification
Holdings spread across technology, financials, industrials, health care, communication services, and other sectors help reduce reliance on any single industry.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers limited geographic diversification and is highly tied to the U.S. market.
Tech-Heavy Portfolio
A large tilt toward technology stocks means the ETF may be more volatile and sensitive to swings in the tech sector.
Mixed Performance Among Top Holdings
Some major positions, including well-known technology and health care names, have shown weak or negative performance this year, which can drag on overall returns.
FEAC vs. SPDR S&P 500 ETF (SPY)
AUM20.96M
RegionNorth America
Expense Ratio0.18%
Beta0.99
IssuerFidelity
Inception DateNov 19, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume41,011
30 Day Avg. Volume17,434
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
38.98Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering470
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FEAC Summary
The Fidelity Enhanced U.S. All-Cap Equity ETF (FEAC) is an actively managed fund that invests across the entire U.S. stock market, from large to small companies, without tracking a specific index. It holds many well-known names such as Nvidia, Apple, Microsoft, Amazon, and Exxon Mobil, and spreads money across technology, finance, health care, and more. Someone might invest in FEAC to get broad, one-stop diversification in U.S. stocks with the potential for long-term growth. A key risk is that it is heavily tilted toward tech stocks, so its value can rise and fall sharply with the stock market.
How much will it cost me?The Fidelity Enhanced U.S. All-Cap Equity ETF (FEAC) has an expense ratio of 0.18%, meaning you’ll pay $1.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it uses an enhanced strategy with active management to optimize returns. It’s designed to provide smart exposure across the U.S. equity market.
What would affect this ETF?The Fidelity Enhanced U.S. All-Cap Equity ETF (FEAC) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, especially with companies like Nvidia, Microsoft, and Apple leading innovation. However, economic uncertainty, rising interest rates, or regulatory changes affecting major tech firms could negatively impact the ETF's performance. Additionally, shifts in consumer spending or broader market trends may influence sectors like Consumer Cyclical and Financials, which also have notable exposure in the fund.
FEAC Top 10 Holdings
FEAC’s story is all about U.S. mega-cap tech setting the tone. Nvidia and Broadcom have been key engines, rising on the back of the AI boom, while Micron and Lam Research add extra fuel from the semiconductor side. Apple and Alphabet look steadier, helping smooth out bumps, but Microsoft and Amazon have been lagging lately, acting like a bit of a headwind. With a heavy tilt toward technology and all holdings rooted in the U.S., this “total market” fund still leans hard on a handful of big digital powerhouses.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.92% | $1.78M | $4.71T | 22.22% | 76 Outperform | |
| Apple | 6.46% | $1.67M | $4.53T | 47.93% | 79 Outperform | |
| Microsoft | 3.16% | $813.91K | $2.90T | -22.12% | 79 Outperform | |
| Broadcom | 3.00% | $772.66K | $1.71T | 36.42% | 76 Outperform | |
| Alphabet Class A | 2.83% | $727.84K | $4.34T | 110.50% | 85 Outperform | |
| Amazon | 2.55% | $658.15K | $2.61T | 12.14% | 71 Outperform | |
| Micron | 2.23% | $573.95K | $1.10T | 654.20% | 79 Outperform | |
| Alphabet Class C | 1.75% | $450.23K | $4.34T | 105.51% | 82 Outperform | |
| Eli Lilly & Co | 1.64% | $423.07K | $1.14T | 58.88% | 72 Outperform | |
| Lam Research | 1.39% | $358.39K | $439.46B | 226.68% | 77 Outperform |
FEAC Technical Analysis
Positive
―
Price Trends
31.77
Positive
30.33
Positive
29.50
Positive
Market Momentum
0.18
Negative
59.26
Neutral
78.72
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FEAC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.07, equal to the 50-day MA of 31.77, and equal to the 200-day MA of 29.50, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 59.26 is Neutral, neither overbought nor oversold. The STOCH value of 78.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FEAC.
FEAC Peer Comparison
Comparison Results
Performance Comparison
FEAC
Fidelity Enhanced U.S. All-Cap Equity ETF
32.52
6.44
24.69%
BAMD
Brookstone Dividend Stock ETF
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SOVF
Sovereign's Capital Flourish Fund
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YALL
God Bless America ETF
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RFDA
RiverFront Dynamic US Dividend Advantage ETF
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PFOE
Pathfinder Focused Opportunities 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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