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Upturn AI SWOT - About
Fidelity® MSCI Health Care Index ETF (FHLC)
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Upturn Advisory Summary
09/15/2025: FHLC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -0.57% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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 track the performance of the MSCI USA IMI Health Care Index, offering exposure to US companies across the healthcare sector. It utilizes a passive investment strategy.
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 large and experienced team of investment professionals managing its ETFs.
Investment Objective
Goal
The fund seeks to provide investment returns that correspond to the performance of the MSCI USA IMI Health Care Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy by investing substantially all of its assets in the securities of the MSCI USA IMI Health Care Index.
Composition The ETF holds stocks of companies in the healthcare sector.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 3072000000
Competitors
Key Competitors
- XLV
- VHT
- IXJ
Competitive Landscape
The healthcare ETF market is competitive, with XLV and VHT holding significant market share. FHLC offers a similar, low-cost exposure to the health care sector. FHLC's advantage is its low expense ratio compared to some competitors. Disadvantage is smaller AUM compared to competitors like XLV.
Financial Performance
Historical Performance: Data unavailable in structured format for all periods.
Benchmark Comparison: The ETF's performance closely tracks the MSCI USA IMI Health Care Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity with an average daily trading volume that allows for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare policy changes, technological advancements in medicine, and demographic trends all influence FHLC's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the overall performance of the healthcare sector, which is influenced by factors such as an aging population and innovation in pharmaceuticals and medical devices.
Moat and Competitive Advantages
Competitive Edge
FHLC's competitive edge lies in its low expense ratio, offering investors a cost-effective way to gain exposure to the broad healthcare sector. Fidelity's brand and distribution network also contribute to its competitiveness. The ETF's passive management strategy ensures it closely tracks its benchmark index. Its relatively smaller size compared to XLV may allow for greater tracking accuracy.
Risk Analysis
Volatility
The ETF's volatility is generally in line with the broader healthcare sector.
Market Risk
The ETF is subject to market risk, particularly related to the healthcare sector, including regulatory changes, patent expirations, and competition among healthcare companies.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking broad exposure to the US healthcare sector as part of a diversified portfolio.
Market Risk
The ETF is suitable for long-term investors seeking passive exposure to the healthcare sector. It is appropriate for passive index followers.
Summary
FHLC is a passively managed ETF that tracks the MSCI USA IMI Health Care Index, providing exposure to a broad range of healthcare companies. It offers a low expense ratio making it a cost-effective option for investors looking to invest in healthcare sector. Its performance is tied to the overall healthcare market, making it susceptible to sector-specific risks. It is a suitable option for long-term investors seeking a passive exposure to the healthcare sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- YCharts
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market Share data is estimated based on available AUM and may not reflect precise figures.
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.