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Fidelity® MSCI Energy Index ETF (FENY)
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Upturn Advisory Summary
11/04/2025: FENY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -30.73% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.9 | 52 Weeks Range 20.12 - 26.40 | Updated Date 06/29/2025 |
52 Weeks Range 20.12 - 26.40 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® MSCI Energy Index ETF
ETF Overview
Overview
Fidelityu00ae MSCI Energy Index ETF (FENY) seeks to provide investment results that correspond to the performance of the MSCI USA IMI Energy Index. It focuses on the energy sector within the US equity market, aiming for comprehensive exposure to companies involved in the exploration, production, and distribution of oil, gas, and other energy resources. The ETF employs a passive management strategy, tracking the underlying index as closely as possible.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long history in the investment management industry.
Management Expertise
Fidelity has extensive experience in managing a wide range of ETFs and mutual funds, with a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
To provide investment results that correspond to the performance of the MSCI USA IMI Energy Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI USA IMI Energy Index.
Composition The ETF holds stocks of companies primarily involved in the energy sector.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 3833000000
Competitors
Key Competitors
- XLE
- VDE
- IXC
Competitive Landscape
The energy ETF market is dominated by XLE. FENY offers a similar index tracking strategy to its competitors. Fidelity benefits from a good brand reputation. FENY has a lower expense ratio than some competitors, but faces tough competition.
Financial Performance
Historical Performance: Historical performance data is not provided in this JSON structure, but it is essential for any serious evaluation.
Benchmark Comparison: Benchmark comparison data is not provided in this JSON structure, but it is essential for any serious evaluation.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF exhibits reasonable liquidity, evidenced by a fairly high average trading volume.
Bid-Ask Spread
The ETF's bid-ask spread is typically tight, reflecting its high trading volume and popularity.
Market Dynamics
Market Environment Factors
The ETF is influenced by factors such as oil prices, natural gas prices, geopolitical events, and global energy demand.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of the energy sector, which can be cyclical and influenced by market sentiment.
Moat and Competitive Advantages
Competitive Edge
Fidelity's strong brand recognition, combined with a low expense ratio, provides FENY with a competitive edge. The ETF also benefits from the extensive resources and expertise of Fidelity's investment management team. FENY provides a cost-effective way for investors to gain exposure to the energy sector. The ETF's large AUM indicates significant investor confidence in its strategy.
Risk Analysis
Volatility
The ETF's volatility is likely to be high due to its concentration in the energy sector.
Market Risk
The ETF is subject to market risk associated with the energy sector, including commodity price fluctuations and regulatory changes.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the energy sector, who are comfortable with sector-specific risks and volatility.
Market Risk
The ETF is suitable for investors with a higher risk tolerance looking for tactical or strategic allocation to the energy sector.
Summary
Fidelityu00ae MSCI Energy Index ETF (FENY) offers a cost-effective way to invest in the energy sector by tracking the MSCI USA IMI Energy Index. It benefits from Fidelity's strong brand and low expense ratio, making it an attractive option for investors seeking energy sector exposure. However, its performance is highly dependent on the volatile energy market, making it suitable for investors with higher risk tolerance. The ETF's success hinges on its ability to closely track the underlying index and manage expenses efficiently.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions are subject to change. Past performance is not indicative of future results.
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® MSCI Energy Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Energy 25/50 Index, which represents the performance of the energy sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Energy 25/50 Index. The fund is non-diversified.
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