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Upturn AI SWOT - About
Fidelity® MSCI Health Care Index ETF (FHLC)
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Upturn Advisory Summary
07/31/2025: FHLC (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 0.1% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
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 |
Upturn AI SWOT
Fidelity® MSCI Health Care Index ETF
ETF Overview
Overview
The Fidelity MSCI Health Care Index ETF (FHLC) seeks to provide investment results that correspond to the performance of the MSCI USA IMI Health Care Index, focusing on U.S. health care sector equities.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long track record in asset management.
Management Expertise
Fidelity has a large team of experienced portfolio managers and analysts with expertise in various sectors, including healthcare.
Investment Objective
Goal
To track the performance of a broad U.S. equity index focused on the health care sector.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the returns of the MSCI USA IMI Health Care Index.
Composition The ETF holds stocks of companies in the health care sector, including pharmaceuticals, biotechnology, healthcare equipment, and healthcare services.
Market Position
Market Share: FHLC's market share varies based on AUM within the healthcare ETF category.
Total Net Assets (AUM): 2438000000
Competitors
Key Competitors
- XLV
- VHT
- IXJ
Competitive Landscape
The healthcare ETF market is competitive. XLV and VHT are significantly larger, offering greater liquidity. FHLC's lower expense ratio is a potential advantage, but it might have slightly lower liquidity compared to XLV and VHT.
Financial Performance
Historical Performance: Historical performance can be reviewed via standard financial data providers to understand ETF track record over varied time periods.
Benchmark Comparison: The ETF's performance is closely aligned with its benchmark, the MSCI USA IMI Health Care Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Economic conditions, healthcare policy changes, pharmaceutical pricing pressures, and technological advancements affect FHLC.
Growth Trajectory
Growth depends on the overall health of the healthcare sector and its sub-industries. Portfolio adjustments track the underlying index methodology.
Moat and Competitive Advantages
Competitive Edge
FHLC benefits from Fidelity's brand recognition and distribution network. Its low expense ratio is a key advantage, attracting cost-conscious investors. The ETF accurately tracks the MSCI USA IMI Health Care Index, providing exposure to a broad range of healthcare companies. However, its lower AUM compared to larger competitors like XLV and VHT could impact liquidity. Overall, its combination of low cost and Fidelity's reputation is a competitive strength.
Risk Analysis
Volatility
The ETF's volatility is generally in line with the broader healthcare sector.
Market Risk
The ETF is subject to sector-specific risks, including regulatory changes, patent expirations, and competition within the healthcare industry.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the U.S. healthcare sector with a passive investment approach.
Market Risk
The ETF is best for long-term investors seeking sector diversification and passive index followers.
Summary
The Fidelity MSCI Health Care Index ETF (FHLC) is a passively managed ETF seeking to track the performance of the MSCI USA IMI Health Care Index. It offers targeted exposure to the U.S. healthcare sector with a low expense ratio. While less liquid than larger competitors, it provides a cost-effective way to invest in a broad range of healthcare companies. FHLC is suitable for long-term investors seeking sector diversification within their portfolio and for those who follow a passive investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments, MSCI, ETF.com, Investopedia
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly.
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.
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.