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Upturn AI SWOT - About
Fidelity Investment Grade Securitized ETF (FSEC)
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Upturn Advisory Summary
09/17/2025: 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 7.77% | Avg. Invested days 45 | 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 09/17/2025 |
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 Securitized Index, reflecting the performance of U.S. dollar-denominated investment-grade fixed-rate securities backed by pools of assets.
Reputation and Reliability
Fidelity is a well-established and reputable asset manager with a long track record in the financial industry.
Management Expertise
Fidelity has a team of experienced portfolio managers and analysts dedicated to fixed-income investments.
Investment Objective
Goal
Seeks to provide investment returns that correspond to the performance of the ICE BofA US Fixed Rate Securitized Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the ICE BofA US Fixed Rate Securitized Index.
Composition The ETF holds primarily U.S. dollar-denominated investment-grade fixed-rate securities backed by pools of assets.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 334400000
Competitors
Key Competitors
- iShares MBS ETF (MBB)
- Vanguard Mortgage-Backed Securities ETF (VMBS)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The securitized ETF industry is competitive, with several established players. FSEC competes with larger, more liquid ETFs. FSEC may offer a more focused exposure but with lower AUM, its benefits are limited.
Financial Performance
Historical Performance: Historical performance data is readily available on financial websites. This should be obtained and analyzed for specific time periods.
Benchmark Comparison: The ETF's performance should be compared against the ICE BofA US Fixed Rate Securitized Index to determine tracking effectiveness.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate.
Bid-Ask Spread
The bid-ask spread is generally tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and the health of the housing market significantly impact the ETF's performance.
Growth Trajectory
The growth trajectory is tied to the securitized debt market. Changes in housing and interest rate policies will cause shifts in the ETF's valuation and growth.
Moat and Competitive Advantages
Competitive Edge
FSEC benefits from Fidelity's strong brand and expertise in fixed-income management. However, its smaller AUM compared to its competitors may be a drawback. A low expense ratio gives it a competitive advantage that reduces costs for the investors. The ETF provides targeted exposure to investment-grade securitized debt.
Risk Analysis
Volatility
Volatility is moderate, generally tied to interest rate sensitivity and credit spreads within the securitized debt market.
Market Risk
Specific risks include interest rate risk, credit risk (though focused on investment-grade), prepayment risk, and liquidity risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to investment-grade securitized debt, primarily mortgage-backed securities, for income or diversification.
Market Risk
The ETF is suitable for long-term investors seeking stable income and moderate risk, or for passive index followers wanting exposure to the securitized debt market.
Summary
Fidelity Investment Grade Securitized ETF (FSEC) is a passively managed ETF that aims to replicate the ICE BofA US Fixed Rate Securitized Index. Its low expense ratio and the backing of a reputable issuer like Fidelity are positive factors. However, its lower AUM may present liquidity concerns compared to larger competitors. It is suitable for income-seeking investors with a moderate risk tolerance seeking exposure to investment-grade securitized debt, primarily mortgage-backed securities. Potential investors should consider the risk associated with the housing market and interest rate shifts.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Morningstar
- ICE Data Indices
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified 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 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.