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Fidelity® MSCI Health Care Index ETF (FHLC)

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Upturn Advisory Summary
11/05/2025: FHLC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 7.69% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 0.61 | 52 Weeks Range 60.10 - 73.36 | Updated Date 06/30/2025 |
52 Weeks Range 60.10 - 73.36 | Updated Date 06/30/2025 |
Upturn AI SWOT
Fidelity® MSCI Health Care Index ETF
ETF Overview
Overview
The Fidelity MSCI Health Care Index ETF (FHLC) seeks to track the performance of the MSCI USA IMI Health Care Index, representing the healthcare sector in the U.S. equity market. It employs a passive management investment strategy and provides broad exposure to healthcare companies.
Reputation and Reliability
Fidelity is a well-established and reputable financial services firm with a long history of managing investment products.
Management Expertise
Fidelity has a team of experienced investment professionals managing its ETFs, bringing deep sector and market knowledge.
Investment Objective
Goal
To track the performance of the MSCI USA IMI Health Care Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the MSCI USA IMI Health Care Index by investing in its constituent securities in proportion to their index weights.
Composition The ETF primarily holds stocks of companies in the healthcare sector, including pharmaceuticals, biotechnology, healthcare equipment, and healthcare services.
Market Position
Market Share: FHLC's market share within the healthcare ETF sector is significant.
Total Net Assets (AUM): 3441000000
Competitors
Key Competitors
- XLV
- VHT
- IXJ
Competitive Landscape
The healthcare ETF market is competitive, with several large players like XLV and VHT dominating. FHLC benefits from Fidelity's brand and low expense ratio. XLV is more liquid, while VHT offers diversification at a slightly higher expense ratio. FHLC offers competitive expense ratio and performance.
Financial Performance
Historical Performance: Historical performance depends on the period observed. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance is expected to closely track the MSCI USA IMI Health Care Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
FHLC's average trading volume indicates adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for FHLC is generally tight, reflecting its liquidity.
Market Dynamics
Market Environment Factors
Economic growth, healthcare policy changes, technological advancements, and demographic trends influence FHLC's performance.
Growth Trajectory
FHLC's growth is tied to the overall performance and growth prospects of the healthcare sector and any changes in holdings.
Moat and Competitive Advantages
Competitive Edge
FHLC's competitive advantage lies in its low expense ratio, broad market exposure, and association with Fidelity's brand. The ETF efficiently tracks its target index, giving investors confidence. FHLC's focus is purely on healthcare, and is a low-cost option. This allows investors to gain exposure to a dynamic segment of the U.S. economy.
Risk Analysis
Volatility
FHLC's volatility is similar to that of the broader healthcare sector.
Market Risk
FHLC is subject to market risk, sector-specific risk, and concentration risk due to its focus on healthcare stocks.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. healthcare sector with a low-cost index tracking strategy.
Market Risk
Suitable for long-term investors seeking to diversify their portfolios with healthcare sector exposure.
Summary
Fidelity MSCI Health Care Index ETF (FHLC) offers investors a low-cost way to gain exposure to the US healthcare sector. It tracks the MSCI USA IMI Health Care Index, providing broad market representation. FHLC benefits from Fidelity's brand and a competitive expense ratio. Potential investors should be aware of sector-specific and market risks. FHLC's performance closely mirrors its benchmark, making it a suitable option for passive investors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Fidelity
- MSCI
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting 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® MSCI Health Care 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 Health Care 25/50 Index, which represents the performance of the health care sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Health Care 25/50 Index. The fund is non-diversified.

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