Chart Fidelity Stocks for Inflation ETF
Main settings
| 10 year return | 0 |
| 3 year return | 51.09 |
| 5 year return | 63.96 |
| Annual return | 10.05 |
| Asset size | Multi-Cap |
| Asset type | Equity |
| Average P/BV | 3.59 |
| Average P/E | 25.1 |
| Average P/S | 1.71 |
| Beta | 1 |
| Commission | 0.15 |
| Country | USA |
| Currency | usd |
| Div. yield | 1.46 |
| Focus | Total Market |
| Foundation date | 2019-11-05 |
| ISIN code | US3160923864 |
| ISO country | US |
| Index | Fidelity Stocks for Inflation Factor Index |
| Number of companies | 49 |
| Owner | Fidelity |
| Region | North America |
| Region | U.S. |
| Strategy | Multi-factor |
| Top 10 issuers, % | 38.44 |
| Website | link |
| segment | Equity: U.S. - Total Market |
| Change per day | 0% 50.04 $ |
| Change per week | -2.44% 51.29 $ |
| Change per month | -2.36% 51.25 $ |
| Change per 3 month | +0.6% 49.74 $ |
| Change per half year | +0.12% 49.98 $ |
| Change per year | +10.05% 45.47 $ |
| Change per 3 year | +51.67% 32.993 $ |
| Change per 5 year | +64.28% 30.46 $ |
| Change per year to date | +0.88% 49.6011 $ |
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Top companies
| Title | Industry | Share, % | P/BV | P/S | P/E | EV/Ebitda | Dividend yield | |
| #1 |
Newmont Mining |
Materials | 6.4521 | 1.41 | 2.29 | 12.69 | 6.08 | 1.53 |
| #2 |
NVIDIA |
Technology | 6.0603 | 61.15 | 37.17 | 66.56 | 34.59 | 0.0255 |
| #3 |
Apple |
Technology | 5.3503 | 55.81 | 9.89 | 36.74 | 26.98 | 0.44 |
| #4 |
Microsoft Corporation |
Technology | 3.9725 | 8.71 | 10.61 | 29.37 | 23.37 | 0.7 |
| #5 |
CF Industries |
Materials | 3.2254 | 2 | 2.56 | 12.47 | 5.99 | 2.31 |
| #6 |
CNX Resources Corporation |
Energy | 3.1576 | 1.37 | 3.9 | -48.24 | 15.27 | 0 |
| #7 |
Antero Midstream Corporation |
Energy | 2.812 | 5.45 | 9.04 | 26 | 18.03 | 5.09 |
| #8 |
Simon Property |
Real Estate | 2.6637 | 15.48 | 9.34 | 23.5 | 15.76 | 4.57 |
| #9 |
Alphabet Inc. |
Technology | 2.3775 | 7.32 | 6.8 | 23.78 | 17.6 | 0.35 |
| #10 |
United Therapeutics Corporation |
Healthcare | 2.3638 | 2.69 | 6.03 | 14.51 | 9.64 | 0 |
Similar ETF
Other ETFs from the Management Company
| Title | Class | Category | Commission | Annual return |
| Currency | -34.16 | |||
| Equity | 0.084 | 14.88 | ||
| Bond | 0.36 | 1.61 | ||
| Equity | 0.084 | 16.16 | ||
| Equity | 0.15 | 13.02 | ||
| Equity | 0.084 | 28.62 | ||
| Equity | 0.59 | 13.55 | ||
| Equity | 0.084 | 7.31 | ||
| Equity | 0.084 | 21.36 | ||
| Equity | 0.084 | 16.22 | ||
| Equity | 0.084 | 6.87 | ||
| Equity | 0.084 | 17.75 | ||
| Equity | 0.15 | 10.57 | ||
| Equity | 0.15 | 12.33 | ||
| Real Estate | 0.084 | 5.22 | ||
| Equity | 0.15 | 15.63 | ||
| Equity | 0.15 | 16.18 | ||
| Equity | 0.084 | 19.03 | ||
| Bond | 0.15 | 0.24 | ||
| Equity | 0.15 | 11.03 | ||
| Bond | 0.45 | 0.65 | ||
| Bond | 0.36 | 1.84 | ||
| Equity | 0.15 | 11.87 | ||
| Bond | 0.25 | 0.84 | ||
| Equity | 0.59 | 13.92 | ||
| Equity | 0.18 | 25.07 | ||
| Equity | 0.18 | 20.72 | ||
| Equity | 0.59 | 1.41 | ||
| Equity | 0.39 | 5.71 |
Description Fidelity Stocks for Inflation ETF
Π€ΠΎΠ½Π΄ Fidelity Stocks for Inflation ETF (FCPI) ΠΎΡΡΠ»Π΅ΠΆΠΈΠ²Π°Π΅Ρ ΡΠΎΠ±ΡΡΠ²Π΅Π½Π½ΡΠΉ ΠΈΠ½Π΄Π΅ΠΊΡ Π°ΠΊΡΠΈΠΉ Π‘Π¨Π Ρ Π²ΡΡΠΎΠΊΠΎΠΉ ΠΈ ΡΡΠ΅Π΄Π½Π΅ΠΉ ΠΊΠ°ΠΏΠΈΡΠ°Π»ΠΈΠ·Π°ΡΠΈΠ΅ΠΉ Ρ ΠΏΡΠΈΠ²Π»Π΅ΠΊΠ°ΡΠ΅Π»ΡΠ½ΡΠΌΠΈ ΠΎΡΠ΅Π½ΠΊΠ°ΠΌΠΈ, Π²ΡΡΠΎΠΊΠΎΠΊΠ°ΡΠ΅ΡΡΠ²Π΅Π½Π½ΡΠΌΠΈ ΠΏΡΠΎΡΠΈΠ»ΡΠΌΠΈ ΠΈ ΠΏΠΎΠ»ΠΎΠΆΠΈΡΠ΅Π»ΡΠ½ΠΎΠΉ Π΄ΠΈΠ½Π°ΠΌΠΈΠΊΠΎΠΉ ΡΠ΅Π½ Ρ Π°ΠΊΡΠ΅Π½ΡΠΎΠΌ Π½Π° ΠΎΡΡΠ°ΡΠ»ΠΈ, ΠΊΠΎΡΠΎΡΡΠ΅ ΠΈΠΌΠ΅ΡΡ ΡΠ΅Π½Π΄Π΅Π½ΡΠΈΡ ΠΏΡΠ΅Π²ΠΎΡΡ
ΠΎΠ΄ΠΈΡΡ ΠΏΠΎΠΊΠ°Π·Π°ΡΠ΅Π»ΠΈ Π² ΡΡΠ»ΠΎΠ²ΠΈΡΡ
ΠΈΠ½ΡΠ»ΡΡΠΈΠΈ. ΠΠΎ ΡΠΎΡΡΠΎΡΠ½ΠΈΡ Π½Π° ΠΈΡΠ½Ρ 2020 Π³ΠΎΠ΄Π° Π΅Π³ΠΎ ΠΏΠΎΡΡΡΠ΅Π»Ρ Π±ΡΠ» ΠΎΡΠΈΠ΅Π½ΡΠΈΡΠΎΠ²Π°Π½ Π½Π° ΡΠ΅Ρ
Π½ΠΎΠ»ΠΎΠ³ΠΈΠΈ, Π·Π΄ΡΠ°Π²ΠΎΠΎΡ
ΡΠ°Π½Π΅Π½ΠΈΠ΅ ΠΈ ΠΏΠΎΡΡΠ΅Π±ΠΈΡΠ΅Π»ΡΡΠΊΠΈΠ΅ ΡΠΎΠ²Π°ΡΡ. ΠΠΌΠ΅Ρ Π² ΡΠ²ΠΎΠ΅ΠΌ ΠΏΠΎΡΡΡΠ΅Π»Π΅ ΠΎΠΊΠΎΠ»ΠΎ 100 Π°ΠΊΡΠΈΠΉ, FCPI ΠΏΡΠ΅Π΄Π»Π°Π³Π°Π΅Ρ Π±ΠΎΠ»Π΅Π΅ ΠΌΠ΅Π»ΠΊΠΈΠΉ ΠΏΠΎΡΡΡΠ΅Π»Ρ, ΡΠ΅ΠΌ Π½Π΅ΠΊΠΎΡΠΎΡΡΠ΅ ΠΈΠ· Π΅Π³ΠΎ ΠΊΠΎΠ½ΠΊΡΡΠ΅Π½ΡΠΎΠ², ΡΡΠΎ Π΄Π΅Π»Π°Π΅Ρ ΠΌΠ°Π»ΠΎΠ²Π΅ΡΠΎΡΡΠ½ΡΠΌ Π·Π°ΠΌΠ΅Π½Ρ ΠΎΡΠ½ΠΎΠ²Π½ΠΎΠ³ΠΎ ΡΠ°ΡΠΏΡΠ΅Π΄Π΅Π»Π΅Π½ΠΈΡ Π°ΠΊΡΠΈΠΉ Π² Π‘Π¨Π.
ΠΠ° ΡΡΠ½ΠΊΠ΅ ETF Π½Π΅Π΄Π°Π²Π½ΠΎ ΠΏΡΠΎΠΈΠ·ΠΎΡΠ΅Π» Π²Π·ΡΡΠ²Π½ΠΎΠΉ ΡΠΎΡΡ «ΡΠ°ΠΊΡΠΎΡΠ½ΡΡ
» ΡΠΎΠ½Π΄ΠΎΠ², ΠΎΡ
Π²Π°ΡΡΠ²Π°ΡΡΠΈΡ
Π²ΡΠ΅ ΠΊΠ»Π°ΡΡΡ Π°ΠΊΡΠΈΠ²ΠΎΠ². ΠΠ½Π²Π΅ΡΡΠΎΡΡ ΠΌΠΎΠ³ΡΡ ΡΡΠ°Π²Π½ΠΈΡΡ Π΅Π³ΠΎ Ρ ΡΠ°ΠΊΠΈΠΌΠΈ ΡΠΎΠ½Π΄Π°ΠΌΠΈ, ΠΊΠ°ΠΊ Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC), JPMorgan Diversified Return US Equity ETF (JPUS) ΠΈΠ»ΠΈ Invesco S&P 500 High Dividend Low Volatility ETF (SPHD). Π¦Π΅Π½Π° FCPI Π½Π΅ ΡΠ²Π»ΡΠ΅ΡΡΡ Π½Π΅ΠΎΠ±ΠΎΡΠ½ΠΎΠ²Π°Π½Π½ΠΎΠΉ Π΄Π»Ρ ΠΌΠ½ΠΎΠ³ΠΎΡΠ°ΠΊΡΠΎΡΠ½ΠΎΠ³ΠΎ ΡΠΎΠ½Π΄Π°, Π½ΠΎ Π΅ΡΡΡ Π±ΠΎΠ»Π΅Π΅ Π΄Π΅ΡΠ΅Π²ΡΠ΅ Π²Π°ΡΠΈΠ°Π½ΡΡ ΠΈΠ½Π΄Π΅ΠΊΡΠ°ΡΠΈΠΈ. ΠΠ½Π²Π΅ΡΡΠΎΡΡ ΠΌΠΎΠ³ΡΡ ΡΠ°ΠΊΠΆΠ΅ ΡΠ°ΡΡΠΌΠΎΡΡΠ΅ΡΡ ΠΏΡΠΎΡΡΡΠ΅ ΡΠΎΠ½Π΄Ρ Π°ΠΊΡΠΈΠΉ Π‘Π¨Π, ΡΠ°ΠΊΠΈΠ΅ ΠΊΠ°ΠΊ iShares S&P 500 ETF (IVV) ΠΈΠ»ΠΈ Vanguard Total Stock Market ETF (VTI), Π² ΠΊΠΎΡΠΎΡΡΡ
ΠΎΡΡΡΡΡΡΠ²ΡΡΡ Π½Π΅ΠΎΠ±ΡΡΠ½ΡΠ΅ ΡΠ°ΠΊΡΠΎΡΡ, Π½ΠΎ ΠΊΠΎΡΠΎΡΡΠ΅ ΠΏΡΠ΅Π΄Π»Π°Π³Π°ΡΡ ΡΠΈΡΠΎΠΊΠΈΠΉ Π΄ΠΎΡΡΡΠΏ ΠΊ Π°ΠΊΡΠΈΡΠΌ Π‘Π¨Π Π·Π° Π½Π΅Π±ΠΎΠ»ΡΡΡΡ ΡΠ°ΡΡΡ ΡΠ΅Π½Ρ.
Based on sources: porti.ru

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