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Upturn AI SWOT - About
Fidelity Investment Grade Bond ETF (FIGB)
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Upturn Advisory Summary
10/24/2025: FIGB (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 6.8% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 40.41 - 43.62 | Updated Date 06/29/2025 |
52 Weeks Range 40.41 - 43.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity Investment Grade Bond ETF
ETF Overview
Overview
The Fidelity Investment Grade Bond ETF (FIGD) seeks to track the performance of the ICE BofA US Corporate Index, which measures the performance of U.S. dollar-denominated investment-grade corporate debt. It offers exposure to a broad range of investment-grade corporate bonds, providing diversification and potential income.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long history of managing investment products.
Management Expertise
Fidelity has a team of experienced investment professionals dedicated to managing its fixed-income ETFs.
Investment Objective
Goal
The fund seeks to track the performance of an investment-grade bond index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the ICE BofA US Corporate Index.
Composition The ETF primarily holds investment-grade corporate bonds.
Market Position
Market Share: Data is not available for FIGD market share as of this response.
Total Net Assets (AUM): 1261000000
Competitors
Key Competitors
- LQD
- AGG
- VCSH
Competitive Landscape
The investment-grade corporate bond ETF market is highly competitive, with several large and well-established players. FIGD's competitive advantage lies in Fidelity's brand recognition and low expense ratio. A disadvantage can be a lower AUM compared to its competitors. It is important to consider the cost, tracking error, liquidity, and issuer reputation.
Financial Performance
Historical Performance: Historical performance data is not available as of this response.
Benchmark Comparison: Data is not available to compare historical performance to its benchmark index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The average trading volume suggests adequate liquidity for most investors, with a considerable number of shares changing hands daily.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs for buying and selling shares.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and credit spreads are the primary market factors affecting FIGD's performance. Lower interest rates tend to boost bond prices, while rising rates can cause them to fall. Credit spreads reflect the perceived riskiness of corporate debt.
Growth Trajectory
Growth will depend on market demand for investment grade bonds. Fidelity may adjust holdings within the constraints of tracking the index.
Moat and Competitive Advantages
Competitive Edge
FIGD benefits from Fidelity's established reputation and large asset base. Its low expense ratio is a significant competitive advantage, attracting cost-conscious investors. The ETF's adherence to a well-known index provides transparency and predictability. This makes it an attractive option for investors seeking broad exposure to the investment-grade corporate bond market at a low cost.
Risk Analysis
Volatility
Volatility is typically lower than equity ETFs, but it is still subject to interest rate risk and credit risk.
Market Risk
The primary market risks include interest rate risk (rising rates can decrease bond values) and credit risk (the risk that issuers may default on their debt obligations).
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a stable source of income and diversification within their portfolio. It could be retirees, conservative investors, or those looking to balance out more volatile equity holdings.
Market Risk
FIGD is most suitable for long-term investors seeking income and diversification. It is less appropriate for active traders seeking short-term gains.
Summary
Fidelity Investment Grade Bond ETF (FIGD) is a passively managed ETF that seeks to track the performance of the ICE BofA US Corporate Index. It provides exposure to a diversified portfolio of investment-grade corporate bonds and is suitable for investors seeking a stable source of income. Its low expense ratio and adherence to a well-known index make it an attractive option for long-term investors. Investors should consider its exposure to interest rate risk and credit risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is 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 Investment Grade Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. The adviser allocates assets across different market sectors and maturities. It invests in domestic and foreign issuers. The adviser analyzes the credit quality of the issuer, security-specific features, current and potential future valuation, and trading opportunities to select investments.
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.