Fidelity Stocks for Inflation ETF


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Основные параметры

Цена последней сделки 28.27
Код ценной бумаги FCPI
Полное наименование Fidelity Stocks for Inflation ETF
Объем 14170000000
Изм за день, % -0.0
Комиссия 0.29
Дата основания Nov 05. 2019
Сайт ссылка
Тип актива Equity
Индекс Fidelity Stocks for Inflation Factor Index
Регион North America
Средний P/E 18.05
Дивиденды 3.01
Годовая доходность 36.47
Бета 1.01
Валюта usd
Топ 10 эмитентов, % 30.21
Количество компаний 103
Изменение цены за день: 0.18% (28.22)

Топ эмитентов

Эмитент Доля, % P/BV P/S P/E EV/Ebitda
Apple 4.69 33.81 7.59 36.09 26.63
Microsoft Corporation 4.31 14.89 12.64 38.31 26.23
Williams 3.7 2.44 3.72 138.94 12.59
EQT Corporation 3.37 0.52 1.84 9.5
Newmont Mining 2.55 2.14 4.29 17.51 9.08
The Chemours Company 2.46 5.89 0.93 21.98 9.77
Procter & Gamble Company 2.33 7.1 4.54 25.77 17.12
Extra Space 2 7.13 13.42 37.3 27.67
Altria Group 1.95 34.23 4.65 21.8 10.28
Philip Morris International 1.94 4.95 17.65 13.28
Public Storage 1.93 9.45 15.05 41 25.13
NextEra Energy 1.72 4.34 8.82 54.69 22.64

Похожие ETF

Описание Fidelity Stocks for Inflation ETF

The Fidelity Stocks for Inflation ETF (FCPI) tracks a proprietary index of large- and mid-cap U.S. stocks with attractive valuations, high quality profiles, and positive price momentum, with an emphasis on industries that tend to outperform in inflationary environments. As of June 2020, its portfolio was tilted toward tech, health care, and consumer staples. With about 100 stocks in its portfolio, FCPI offers a shallower portfolio than some of its competitors, making it unlikely to replace a core U.S. equity allocation.

The ETF marketplace has recently seen an explosion in ‘factor’ funds covering every asset class. Investors can compare it to funds like the Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC), the JPMorgan Diversified Return US Equity ETF (JPUS), or the Invesco S&P 500 High Dividend Low Volatility ETF (SPHD). FCPI isn’t unreasonably priced for a multi-factor fund, but there are cheaper index options out there. Investors might also consider plain vanilla U.S. equity funds like the iShares S&P 500 ETF (IVV) or Vanguard Total Stock Market ETF (VTI), which lack fancy factors but offer broad U.S. equity exposure at a fraction of the price.