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Upturn AI SWOT - About
Fidelity® MSCI Financials Index ETF (FNCL)
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Upturn Advisory Summary
10/29/2025: FNCL (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 35.02% | Avg. Invested days 83 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 56.24 - 73.77 | Updated Date 06/30/2025 |
52 Weeks Range 56.24 - 73.77 | Updated Date 06/30/2025 |
Upturn AI SWOT
Fidelity® MSCI Financials Index ETF
ETF Overview
Overview
The Fidelity MSCI Financials Index ETF (FNCL) seeks to track the performance of the MSCI USA IMI Financials Index, investing in U.S. financial sector stocks. It offers broad exposure to companies in industries such as banks, insurance, and investment management, providing a diversified approach to investing in the financial sector.
Reputation and Reliability
Fidelity is a reputable and well-established investment management firm with a long track record.
Management Expertise
Fidelity has extensive experience in managing index-tracking ETFs.
Investment Objective
Goal
To provide investment returns that correspond to the performance of the MSCI USA IMI Financials Index.
Investment Approach and Strategy
Strategy: Tracking the MSCI USA IMI Financials Index.
Composition Primarily holds stocks of U.S. financial companies.
Market Position
Market Share: FNCL has a significant market share among financial sector ETFs.
Total Net Assets (AUM): 1753800000
Competitors
Key Competitors
- XLF
- VFH
- IYG
Competitive Landscape
The financial sector ETF market is dominated by a few large players. FNCL offers a competitive expense ratio, but faces stiff competition from XLF, which has higher AUM and greater trading volume. FNCL's advantage is its broad market representation within the financials sector, while competitors might have more focused sub-sector allocations. A primary disadvantage compared to competitors is relatively lower AUM and daily trading volume.
Financial Performance
Historical Performance: Historical performance data is not included.
Benchmark Comparison: FNCL aims to closely track the MSCI USA IMI Financials Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity based on its average daily trading volume.
Bid-Ask Spread
The ETF typically has a tight bid-ask spread, making it cost-effective to trade.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, regulatory environment, and market sentiment impact FNCL's performance.
Growth Trajectory
The ETF's growth is tied to the overall health and performance of the U.S. financial sector.
Moat and Competitive Advantages
Competitive Edge
FNCL benefits from Fidelity's strong brand recognition and distribution network. Its low expense ratio provides a cost advantage compared to some competitors. The ETF tracks a broad index, offering diversified exposure to the financial sector. The ETF can be easily integrated into portfolios due to its high tradability. While not necessarily unique, the broad financial sector coverage with low expenses makes FNCL attractive.
Risk Analysis
Volatility
FNCL's volatility is correlated with the volatility of the U.S. financial sector.
Market Risk
FNCL is subject to market risk, particularly related to the performance of the financial industry, including interest rate sensitivity and regulatory changes.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the U.S. financial sector, including those looking for income or growth, and want to capture the overall performance of the industry.
Market Risk
Suitable for long-term investors and passive index followers.
Summary
Fidelity MSCI Financials Index ETF (FNCL) offers a cost-effective way to invest in the broad U.S. financial sector. It tracks the MSCI USA IMI Financials Index, providing diversified exposure to companies across various financial industries. The ETF's low expense ratio and Fidelity's reputable management make it an attractive option for investors seeking passive exposure to the financial sector. Its performance is highly correlated with the overall health and performance of the financial industry, so investors should consider the market risks associated with the financial sector.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may vary depending on the source and calculation methodology. Consult with a financial advisor before making any investment decisions.
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 Financials 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 Financials 25/50 Index, which represents the performance of the financial sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Financials 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.