FHLC - ETF AI Analysis
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Fidelity MSCI Health Care Index ETF (FHLC)
FHLC, the Fidelity MSCI Health Care Index ETF, earns a solid overall rating thanks to its heavy exposure to strong, diversified healthcare leaders like Johnson & Johnson and Merck, which bring robust financial performance, positive earnings outlooks, and attractive valuations to the portfolio. Other major holdings such as Eli Lilly, UnitedHealth, and Amgen add long-term growth potential but come with risks like high leverage, valuation concerns, and segment-specific challenges. The main risk factor is the ETF’s concentration in the healthcare sector, meaning regulatory changes, drug pricing pressures, or challenges in specific healthcare segments could impact many of its holdings at once.
FHLC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.77B
- Region
- North America
- Expense Ratio
- 0.08%
- Beta
- 0.46
- Issuer
- Fidelity
- Inception Date
- Oct 21, 2013
- Dividend Yield
- 1.21%
- Asset Class
- Equity
- Index Tracked
- MSCI US IMI 25/50 Health Care
FHLC Summary
FHLC is the Fidelity MSCI Health Care Index ETF, which follows the MSCI US IMI 25/50 Health Care index. It invests in a wide range of U.S. health care companies, including drug makers, biotech firms, medical device makers, and health care providers. Well-known holdings include Eli Lilly and Johnson & Johnson. Someone might invest in FHLC to tap into long-term growth driven by an aging population and ongoing medical innovation, while also diversifying within the health care sector. A key risk is that it is heavily concentrated in health care, so it can rise or fall sharply with that sector.
How much will it cost me?
The Fidelity MSCI Health Care Index ETF (FHLC) has an expense ratio of 0.084%, meaning you’ll pay $0.84 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active management strategies.
What would affect this ETF?
The FHLC ETF, focused on the U.S. health care sector, could benefit from ongoing innovation in biotechnology and pharmaceuticals, as well as increasing demand for health care services driven by aging populations and advancements in medical technology. However, it may face challenges from regulatory changes, drug pricing pressures, or economic downturns that could impact health care spending. Its reliance on top holdings like Eli Lilly and Johnson & Johnson means company-specific events could also significantly influence performance.
FHLC Top 10 Holdings
FHLC is a pure U.S. health care play, and its story is being written mostly by a handful of big drugmakers. Eli Lilly, despite its heavyweight role, has seen more mixed trading lately, so it’s not pulling as hard as its size suggests. Merck, Johnson & Johnson, and AbbVie are the steadier engines, with rising momentum that helps offset Lilly’s pauses. Thermo Fisher adds a bright spot with stronger recent gains, while UnitedHealth and Abbott have been lagging, acting like a bit of sand in the fund’s gears.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 LLY | Eli Lilly & Co | 13.56% | $509.01M | $1.17T | 54.50% | 72Outperform |
 JNJ | Johnson & Johnson | 8.29% | $311.20M | $611.61B | 31.35% | 78Outperform |
 ABBV | AbbVie | 6.80% | $255.09M | $499.53B | 23.13% | 66Neutral |
 UNH | UnitedHealth | 4.91% | $184.41M | $365.21B | 14.10% | 72Outperform |
 MRK | Merck & Company | 4.86% | $182.35M | $354.36B | 69.39% | 80Outperform |
 TMO | Thermo Fisher | 3.46% | $129.72M | $251.20B | 26.06% | 72Outperform |
 AMGN | Amgen | 3.15% | $118.07M | $229.74B | 42.21% | 77Outperform |
 GILD | Gilead Sciences | 2.61% | $98.10M | $189.80B | 24.64% | 78Outperform |
 ABT | Abbott Laboratories | 2.46% | $92.42M | $180.06B | -19.04% | 73Outperform |
 PFE | Pfizer | 2.27% | $85.28M | $167.80B | 20.11% | 74Outperform |
FHLC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FHLC, the sentiment is Positive. The current price of 84.25 is above the 20-day moving average (MA) of 82.34, above the 50-day MA of 82.30, and above the 200-day MA of 75.61, indicating a bullish trend. The MACD of 0.62 indicates Negative momentum. The RSI at 60.00 is Neutral, neither overbought nor oversold. The STOCH value of 81.56 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FHLC.
FHLC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FHLC | $84.25 | $90.00(6.82% Upside) | $3.77B | 0.08% | 71Outperform |
 VHT | $325.94 | $372.37(14.25% Upside) | $19.65B | 0.09% | 71Outperform |
 IYH | $73.79 | $81.76(10.80% Upside) | $4.39B | 0.37% | 73Outperform |
 IHI | $53.76 | $62.69(16.61% Upside) | $3.40B | 0.37% | 74Outperform |
 FBT | $265.48 | $337.83(27.25% Upside) | $2.90B | 0.55% | 71Outperform |
 FXH | $132.41 | $152.44(15.13% Upside) | $1.12B | 0.61% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FHLC | Fidelity MSCI Health Care Index ETF | 84.25 | 15.42 | 22.40% | |
| VHT | Vanguard Health Care ETF | 325.94 | 59.24 | 22.21% | |
| IYH | iShares U.S. Healthcare ETF | 73.79 | 13.37 | 22.12% | |
| IHI | iShares U.S. Medical Devices ETF | 53.76 | -6.46 | -10.72% | |
| FBT | First Trust NYSE Arca Biotechnology Index Fund | 265.48 | 75.86 | 40.00% | |
| FXH | First Trust Health Care AlphaDEX Fund | 132.41 | 19.67 | 17.45% |
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.