Fidelity Stocks for Inflation ETF

Profitability for 1 year: 11.82%
Commission: 0.15%
Category: Large Cap Growth Equities

51.27 $

-0.4 $ -0.77%
38.29 $
51.67 $

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Chart Fidelity Stocks for Inflation ETF

Main settings

10 year return 0
3 year return 56.39
5 year return 74.68
Annual return 12.69
Asset size Multi-Cap
Asset type Equity
Average P/BV 3.59
Average P/E 24.33
Average P/S 1.71
Beta 2.18
Commission 0.15
Country USA
Currency usd
Div. yield 1.47
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 -0.77% 51.67 $
Change per week -0.29% 51.418 $
Change per month +0.89% 50.82 $
Change per 3 month +2.03% 50.25 $
Change per half year +3.28% 49.644 $
Change per year +11.82% 45.852 $
Change per 3 year +53.94% 33.305 $
Change per 5 year +68.1% 30.5 $
Change per year to date +2.66% 49.94 $

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Top companies

Title Industry Share, % P/BV P/S P/E EV/Ebitda Dividend yield
#1 Newmont Mining Newmont Mining Materials 6.4521 1.41 2.29 12.69 6.08 1.53
#2 NVIDIA NVIDIA Technology 6.0603 61.15 37.17 66.56 34.59 0.0255
#3 Apple Apple Technology 5.3503 55.81 9.89 36.74 26.98 0.44
#4 Microsoft Corporation Microsoft Corporation Technology 3.9725 8.71 10.61 29.37 23.37 0.7
#5 CF Industries CF Industries Materials 3.2254 2 2.56 12.47 5.99 2.31
#6 CNX Resources Corporation CNX Resources Corporation Energy 3.1576 1.37 3.9 -48.24 15.27 0
#7 Antero Midstream Corporation Antero Midstream Corporation Energy 2.812 5.45 9.04 26 18.03 5.09
#8 Simon Property Simon Property Real Estate 2.6637 15.48 9.34 23.5 15.76 4.57
#9 Alphabet Inc. Alphabet Inc. Technology 2.3775 7.32 6.8 23.78 17.6 0.35
#10 United Therapeutics Corporation United Therapeutics Corporation Healthcare 2.3638 2.69 6.03 14.51 9.64 0

Structure ETF

Stock 85.2 %

Similar ETF

Other ETFs from the Management Company

Title Class Category Commission Annual return
Currency -38.35
Equity 0.084 18.17
Bond 0.36 3.48
Equity 0.084 18.14
Equity 0.15 16.17
Equity 0.084 32.06
Equity 0.59 14.77
Equity 0.084 7.71
Equity 0.084 23.18
Equity 0.084 15.22
Equity 0.084 7.91
Equity 0.084 15.43
Equity 0.15 9.83
Equity 0.15 11.6
Real Estate 0.084 6.24
Equity 0.15 17.07
Equity 0.15 18.75
Equity 0.084 23.3
Bond 0.15 0.85
Equity 0.15 14.02
Bond 0.45 2.58
Bond 0.36 4.25
Equity 0.15 14.16
Bond 0.25 1.91
Equity 0.59 15.91
Equity 0.18 29.41
Equity 0.18 21.24
Equity 0.59 2.35
Equity 0.39 5.71

Description Fidelity Stocks for Inflation ETF

Π€ΠΎΠ½Π΄ Fidelity Stocks for Inflation ETF (FCPI) отслСТиваСт собствСнный индСкс Π°ΠΊΡ†ΠΈΠΉ БША с высокой ΠΈ срСднСй ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ с ΠΏΡ€ΠΈΠ²Π»Π΅ΠΊΠ°Ρ‚Π΅Π»ΡŒΠ½Ρ‹ΠΌΠΈ ΠΎΡ†Π΅Π½ΠΊΠ°ΠΌΠΈ, высококачСствСнными профилями ΠΈ ΠΏΠΎΠ»ΠΎΠΆΠΈΡ‚Π΅Π»ΡŒΠ½ΠΎΠΉ Π΄ΠΈΠ½Π°ΠΌΠΈΠΊΠΎΠΉ Ρ†Π΅Π½ с Π°ΠΊΡ†Π΅Π½Ρ‚ΠΎΠΌ Π½Π° отрасли, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ ΠΈΠΌΠ΅ΡŽΡ‚ Ρ‚Π΅Π½Π΄Π΅Π½Ρ†ΠΈΡŽ ΠΏΡ€Π΅Π²ΠΎΡΡ…ΠΎΠ΄ΠΈΡ‚ΡŒ ΠΏΠΎΠΊΠ°Π·Π°Ρ‚Π΅Π»ΠΈ Π² условиях инфляции. По ΡΠΎΡΡ‚ΠΎΡΠ½ΠΈΡŽ Π½Π° июнь 2020 Π³ΠΎΠ΄Π° Π΅Π³ΠΎ ΠΏΠΎΡ€Ρ‚Ρ„Π΅Π»ΡŒ Π±Ρ‹Π» ΠΎΡ€ΠΈΠ΅Π½Ρ‚ΠΈΡ€ΠΎΠ²Π°Π½ Π½Π° Ρ‚Π΅Ρ…Π½ΠΎΠ»ΠΎΠ³ΠΈΠΈ, Π·Π΄Ρ€Π°Π²ΠΎΠΎΡ…Ρ€Π°Π½Π΅Π½ΠΈΠ΅ ΠΈ ΠΏΠΎΡ‚Ρ€Π΅Π±ΠΈΡ‚Π΅Π»ΡŒΡΠΊΠΈΠ΅ Ρ‚ΠΎΠ²Π°Ρ€Ρ‹. ИмСя Π² своСм ΠΏΠΎΡ€Ρ‚Ρ„Π΅Π»Π΅ ΠΎΠΊΠΎΠ»ΠΎ 100 Π°ΠΊΡ†ΠΈΠΉ, FCPI ΠΏΡ€Π΅Π΄Π»Π°Π³Π°Π΅Ρ‚ Π±ΠΎΠ»Π΅Π΅ ΠΌΠ΅Π»ΠΊΠΈΠΉ ΠΏΠΎΡ€Ρ‚Ρ„Π΅Π»ΡŒ, Ρ‡Π΅ΠΌ Π½Π΅ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ ΠΈΠ· Π΅Π³ΠΎ ΠΊΠΎΠ½ΠΊΡƒΡ€Π΅Π½Ρ‚ΠΎΠ², Ρ‡Ρ‚ΠΎ Π΄Π΅Π»Π°Π΅Ρ‚ маловСроятным Π·Π°ΠΌΠ΅Π½Ρƒ основного распрСдСлСния Π°ΠΊΡ†ΠΈΠΉ Π² БША.

На Ρ€Ρ‹Π½ΠΊΠ΅ ETF Π½Π΅Π΄Π°Π²Π½ΠΎ ΠΏΡ€ΠΎΠΈΠ·ΠΎΡˆΠ΅Π» Π²Π·Ρ€Ρ‹Π²Π½ΠΎΠΉ рост «Ρ„Π°ΠΊΡ‚ΠΎΡ€Π½Ρ‹Ρ…» Ρ„ΠΎΠ½Π΄ΠΎΠ², ΠΎΡ…Π²Π°Ρ‚Ρ‹Π²Π°ΡŽΡ‰ΠΈΡ… всС классы Π°ΠΊΡ‚ΠΈΠ²ΠΎΠ². Π˜Π½Π²Π΅ΡΡ‚ΠΎΡ€Ρ‹ ΠΌΠΎΠ³ΡƒΡ‚ ΡΡ€Π°Π²Π½ΠΈΡ‚ΡŒ Π΅Π³ΠΎ с Ρ‚Π°ΠΊΠΈΠΌΠΈ Ρ„ΠΎΠ½Π΄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΅ являСтся нСобоснованной для ΠΌΠ½ΠΎΠ³ΠΎΡ„Π°ΠΊΡ‚ΠΎΡ€Π½ΠΎΠ³ΠΎ Ρ„ΠΎΠ½Π΄Π°, Π½ΠΎ Π΅ΡΡ‚ΡŒ Π±ΠΎΠ»Π΅Π΅ Π΄Π΅ΡˆΠ΅Π²Ρ‹Π΅ Π²Π°Ρ€ΠΈΠ°Π½Ρ‚Ρ‹ индСксации. Π˜Π½Π²Π΅ΡΡ‚ΠΎΡ€Ρ‹ ΠΌΠΎΠ³ΡƒΡ‚ Ρ‚Π°ΠΊΠΆΠ΅ Ρ€Π°ΡΡΠΌΠΎΡ‚Ρ€Π΅Ρ‚ΡŒ простыС Ρ„ΠΎΠ½Π΄Ρ‹ Π°ΠΊΡ†ΠΈΠΉ БША, Ρ‚Π°ΠΊΠΈΠ΅ ΠΊΠ°ΠΊ iShares S&P 500 ETF (IVV) ΠΈΠ»ΠΈ Vanguard Total Stock Market ETF (VTI), Π² ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Ρ… ΠΎΡ‚ΡΡƒΡ‚ΡΡ‚Π²ΡƒΡŽΡ‚ Π½Π΅ΠΎΠ±Ρ‹Ρ‡Π½Ρ‹Π΅ Ρ„Π°ΠΊΡ‚ΠΎΡ€Ρ‹, Π½ΠΎ ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ ΠΏΡ€Π΅Π΄Π»Π°Π³Π°ΡŽΡ‚ ΡˆΠΈΡ€ΠΎΠΊΠΈΠΉ доступ ΠΊ акциям БША Π·Π° Π½Π΅Π±ΠΎΠ»ΡŒΡˆΡƒΡŽ Ρ‡Π°ΡΡ‚ΡŒ Ρ†Π΅Π½Ρ‹.