FIDU - AI Analysis

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Fidelity MSCI Industrial Index ETF (FIDU)

Rating:71Outperform

Price Target:

$91.00

The Fidelity MSCI Industrial Index ETF (FIDU) has a solid overall rating, driven by strong contributions from holdings like GE and UBER. GE benefits from robust financial performance and growth prospects, while UBER's strategic focus on shareholder value and growth adds further strength. However, weaker holdings such as Boeing, which struggles with financial challenges and negative equity, slightly weigh on the ETF’s rating. Investors should note the ETF's concentration in industrials, which could pose risks during sector downturns.

Positive Factors

Strong Top Holdings

Several key holdings, such as GE Aerospace and GE Vernova, have delivered strong year-to-date performance, supporting the ETF’s overall returns.

Low Expense Ratio

The ETF has a very low expense ratio, making it cost-effective compared to many other funds.

Healthy Year-to-Date Performance

The ETF has shown solid year-to-date gains, indicating strong momentum in the industrial sector.

Negative Factors

Sector Concentration Risk

Nearly 90% of the ETF’s exposure is in the industrials sector, making it vulnerable to downturns in this industry.

Weak Performance in Some Holdings

Certain top holdings, such as Union Pacific and Honeywell International, have underperformed year-to-date, dragging on overall returns.

Limited Geographic Diversification

The ETF is heavily concentrated in U.S. companies, with minimal exposure to international markets.

FIDU vs. SPDR S&P 500 ETF (SPY)

AUM1.51B

RegionNorth America

Expense Ratio0.08%

Beta0.99

IssuerFidelity

Inception DateOct 21, 2013

Dividend Yield1.31%

Asset ClassEquity

Index TrackedMSCI USA IMI Industrials 25/25 Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume56,272

30 Day Avg. Volume70,550

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

92.61

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering361

FIDU Summary

The Fidelity MSCI Industrial Index ETF (FIDU) is an investment fund that focuses on U.S. industrial companies, including those in manufacturing, construction, and transportation. It follows the MSCI USA IMI Industrials Index, which tracks the performance of industrial stocks. Some well-known companies in this ETF are GE Aerospace and Caterpillar. Investors might consider FIDU for potential growth and diversification, as the industrial sector plays a key role in economic development. However, new investors should be aware that the ETF’s performance can go up and down with the overall market, especially since it is heavily tied to the industrial sector.

How much will it cost me?The Fidelity MSCI Industrial Index ETF (FIDU) 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’s a passively managed fund that tracks an index, keeping costs down.

What would affect this ETF?The Fidelity MSCI Industrial Index ETF (FIDU) could benefit from increased infrastructure spending, technological advancements in manufacturing, and economic growth in the U.S., which supports industrial activity. However, it may face challenges from rising interest rates, which can increase borrowing costs for companies in the sector, and economic slowdowns that reduce demand for construction and transportation services. The ETF's heavy reliance on U.S. industrials and top holdings like GE and Caterpillar makes it sensitive to domestic economic conditions and sector-specific trends.

FIDU Top 10 Holdings

The Fidelity MSCI Industrial Index ETF (FIDU) is heavily concentrated in U.S. industrials, with names like GE Aerospace and Caterpillar driving the fund’s performance thanks to their rising momentum and strong financial results. However, not all holdings are pulling their weight—Honeywell and Deere have been lagging recently, with bearish trends and cost pressures weighing on their outlook. The fund also dips into technology with Uber, whose mixed performance adds a touch of volatility. Overall, FIDU’s focus on industrial innovation and infrastructure keeps it rooted in economic resilience, though some holdings are struggling to keep pace.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GE	GE Aerospace	5.36%	$80.77M	$326.77B	77.99%	77 Outperform
CAT	Caterpillar	3.99%	$60.02M	$245.70B	35.34%	74 Outperform
RTX	RTX	3.85%	$57.97M	$239.56B	45.51%	75 Outperform
UBER	Uber Technologies	3.08%	$46.37M	$199.01B	20.48%	78 Outperform
BA	Boeing	2.70%	$40.71M	$168.87B	45.99%	54 Neutral
GEV	GE Vernova Inc.	2.56%	$38.61M	$154.92B	91.11%	66 Neutral
ETN	Eaton	2.39%	$35.98M	$146.38B	8.81%	79 Outperform
HON	Honeywell International	2.22%	$33.46M	$136.13B	4.09%	79 Outperform
UNP	Union Pacific	2.10%	$31.57M	$129.07B	-6.21%	66 Neutral
DE	Deere	1.98%	$29.78M	$126.57B	15.31%	66 Neutral

FIDU Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

81.17

Positive

100DMA

79.71

Positive

200DMA

75.05

Positive

Market Momentum

MACD

0.52

Negative

RSI

57.32

Neutral

STOCH

78.71

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FIDU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 82.15, equal to the 50-day MA of 81.17, and equal to the 200-day MA of 75.05, indicating a bullish trend. The MACD of 0.52 indicates Negative momentum. The RSI at 57.32 is Neutral, neither overbought nor oversold. The STOCH value of 78.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FIDU.

FIDU Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
FIDU	―	―	$1.51B	0.08%	71 Outperform
PPA	―	―	$6.91B	0.58%	71 Outperform
VIS	―	―	$6.38B	0.09%	70 Outperform
AIRR	―	―	$6.12B	0.70%	71 Outperform
FXR	―	―	$1.86B	0.61%	70 Outperform
IYJ	―	―	$1.76B	0.38%	73 Outperform

Performance Comparison

FIDU

Fidelity MSCI Industrial Index ETF

83.12

11.98

16.84%

PPA

Invesco Aerospace & Defense ETF

―

VIS

Vanguard Industrials ETF

―

AIRR

First Trust RBA American Industrial Renaissance ETF

―

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund

―

IYJ

iShares U.S. Industrials ETF

―

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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