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Upturn AI SWOT - About
Fidelity Covington Trust (FELC)
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Upturn Advisory Summary
10/20/2025: FELC (3-star) is a REGULAR-BUY. BUY since 112 days. Simulated Profits (15.88%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 22.34% | Avg. Invested days 59 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/20/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.98 | 52 Weeks Range 26.83 - 34.34 | Updated Date 06/30/2025 |
52 Weeks Range 26.83 - 34.34 | Updated Date 06/30/2025 |
Upturn AI SWOT
Fidelity Covington Trust
ETF Overview
Overview
Fidelity Covington Trust offers a range of ETFs targeting diverse investment objectives and strategies, spanning from broad market exposure to sector-specific and factor-based approaches, catering to various risk tolerances and investment horizons.
Reputation and Reliability
Fidelity is a reputable and well-established financial services company with a long track record in the investment management industry.
Management Expertise
Fidelity boasts a team of experienced portfolio managers and analysts with expertise across various asset classes and investment strategies.
Investment Objective
Goal
Varies across different ETFs within the Fidelity Covington Trust, ranging from tracking specific indexes to achieving capital appreciation or income generation.
Investment Approach and Strategy
Strategy: Strategies vary, including index tracking, active management, sector rotation, and factor-based investing.
Composition The composition varies significantly depending on the specific ETF, including stocks, bonds, and potentially other asset classes.
Market Position
Market Share: Varies significantly across individual ETFs within the trust.
Total Net Assets (AUM): Data not available without specifying a specific ETF within the Fidelity Covington Trust
Competitors
Key Competitors
Competitive Landscape
The competitive landscape is highly fragmented, with numerous ETF providers offering similar products. Advantages and disadvantages depend on specific ETF strategies, fees, and performance.
Financial Performance
Historical Performance: Performance varies widely across individual ETFs within the trust and is dependent on the underlying assets and market conditions.
Benchmark Comparison: Benchmark comparison depends on the specific ETF's investment objective and tracked index.
Expense Ratio: Expense ratios vary across different ETFs within the trust.
Liquidity
Average Trading Volume
Liquidity varies across different ETFs within the trust depending on their popularity and assets under management.
Bid-Ask Spread
Bid-ask spreads vary depending on trading volume and the underlying assets.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, sector performance, and overall market sentiment influence the performance of ETFs within the trust.
Growth Trajectory
Growth depends on the specific ETF and prevailing market conditions. Changes to strategy and holdings vary based on the ETF's mandate.
Moat and Competitive Advantages
Competitive Edge
Fidelity benefits from its strong brand reputation, extensive distribution network, and established relationships with investors. The firm offers a diverse range of ETFs, providing investors with a variety of options to suit their specific needs. Fidelity also leverages its research capabilities and experienced investment professionals to manage its ETFs effectively. Some of the Fidelity Covington Trust ETFs offer unique strategies or niche market focus that provide an edge over competitors. Their low cost basis for some funds also give it a competitive advantage.
Risk Analysis
Volatility
Volatility varies across different ETFs within the trust depending on the underlying assets.
Market Risk
Market risk depends on the specific ETFs underlying assets, including sector risk, interest rate risk, and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF, ranging from conservative income-seeking investors to aggressive growth-oriented investors.
Market Risk
Suitability varies depending on the specific ETF. Some are suitable for long-term investors, while others are better for active traders.
Summary
Fidelity Covington Trust provides a wide selection of ETFs with varied investing strategies. Performance varies across different ETFs depending on the underlying holdings and investment strategies employed. Investors should consider their individual risk tolerance and investment goals when selecting an appropriate ETF. Fidelity leverages its brand name and wide distribution network to compete in the ETF market. Investors should carefully research specific ETFs within the trust before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- Various Financial News Outlets
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidelity Covington Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of assets in common stocks included in the S&P 500® Index, which is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. The adviser will generally utilizing a research-driven approach identifying long-term drivers of stock returns that may include, but are not limited to, valuation, growth, quality, and other factors.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.