FHLC
FHLC 1-star rating from Upturn Advisory

Fidelity® MSCI Health Care Index ETF (FHLC)

Fidelity® MSCI Health Care Index ETF (FHLC) 1-star rating from Upturn Advisory
$70.08
Last Close (24-hour delay)
Profit since last BUY7.57%
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BUY since 54 days
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Upturn Advisory Summary

11/05/2025: FHLC (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

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 7.69%
Avg. Invested days 52
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
ETF Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Fidelity® MSCI Health Care Index ETF

Fidelity® MSCI Health Care Index ETF(FHLC) company logo displayed in Upturn AI summary

ETF Overview

overview logo 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 logo Reputation and Reliability

Fidelity is a well-established and reputable financial services firm with a long history of managing investment products.

Leadership icon representing strong management expertise and executive team Management Expertise

Fidelity has a team of experienced investment professionals managing its ETFs, bringing deep sector and market knowledge.

Investment Objective

Icon representing investment goals and financial objectives 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 logo 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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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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.