Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Fidelity Investment Grade Securitized ETF (FSEC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/04/2025: FSEC (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 8.4% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 40.51 - 43.93 | Updated Date 06/29/2025 |
52 Weeks Range 40.51 - 43.93 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity Investment Grade Securitized ETF
ETF Overview
Overview
The Fidelity Investment Grade Securitized ETF (FSEC) seeks to provide investment returns that correspond to the performance of the ICE BofA US Fixed Rate Investment Grade Securitized Index. It focuses on investment-grade securitized debt, offering exposure to asset-backed securities (ABS), mortgage-backed securities (MBS), and commercial mortgage-backed securities (CMBS).
Reputation and Reliability
Fidelity is a reputable and well-established investment management firm with a long track record of providing investment products and services.
Management Expertise
Fidelity has a team of experienced portfolio managers and analysts specializing in fixed-income investments and securitized assets.
Investment Objective
Goal
To provide investment returns that correspond to the performance of the ICE BofA US Fixed Rate Investment Grade Securitized Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its underlying index.
Composition The ETF primarily holds investment-grade securitized debt, including ABS, MBS, and CMBS.
Market Position
Market Share: Insufficient data available to calculate market share.
Total Net Assets (AUM): 129500000
Competitors
Key Competitors
- iShares MBS ETF (MBB)
- Vanguard Mortgage-Backed Securities ETF (VMBS)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The securitized ETF market is dominated by larger, more established players like iShares and Vanguard. FSEC is a smaller ETF with a niche focus on investment-grade securitized debt, potentially offering a more targeted exposure compared to broader mortgage-backed securities ETFs. However, this targeted approach may limit its appeal to a wider investor base.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers. Specific numbers are not provided here due to continuous variation.
Benchmark Comparison: Performance should be compared against the ICE BofA US Fixed Rate Investment Grade Securitized Index.
Expense Ratio: 0.36
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, as indicated by its average trading volume.
Bid-Ask Spread
The bid-ask spread provides a measure of the trading cost, with a narrower spread indicating higher liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and the overall health of the housing market significantly influence FSEC's performance.
Growth Trajectory
The ETF's growth is tied to the demand for securitized debt and the ability of the underlying assets to generate consistent returns.
Moat and Competitive Advantages
Competitive Edge
Fidelity Investment Grade Securitized ETF focuses specifically on investment-grade securitized debt, potentially offering more targeted exposure. Its association with Fidelity Investments provides investor confidence. The fund aims to replicate the performance of the ICE BofA US Fixed Rate Investment Grade Securitized Index, providing a transparent investment strategy. Fidelity's active management team offers investors the potential for a well researched and managed investment option.
Risk Analysis
Volatility
The ETF's volatility is linked to the volatility of the underlying securitized debt market and interest rate sensitivity.
Market Risk
Market risk includes factors such as interest rate risk, credit risk, and prepayment risk, which can impact the value of the securitized debt holdings.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to investment-grade securitized debt for income generation or diversification purposes may find this ETF suitable.
Market Risk
This ETF is suitable for long-term investors seeking fixed-income exposure with a focus on securitized assets.
Summary
The Fidelity Investment Grade Securitized ETF provides a targeted investment option for investors seeking exposure to investment-grade securitized debt. The ETF aims to replicate the performance of the ICE BofA US Fixed Rate Investment Grade Securitized Index. While the ETF is backed by Fidelityu2019s reputation, it faces competition from larger players in the market. Investors should consider its risk profile and suitability within a broader investment portfolio. The ETF offers a niche product with a moderate liquidity profile.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Fidelity Investments official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions and ETF performance can change over time. Consult a financial advisor before making 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 Investment Grade Securitized 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 securitized debt securities (those of medium and high quality) and repurchase agreements for those securities. It invests in securitized debt securities issued by the U.S. government and its agencies or instrumentalities, foreign governments, and corporations. The fund invests in U.S. government securities issued by entities that are chartered or sponsored by Congress but whose securities are neither issued nor guaranteed by the U.S. Treasury.
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.