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Upturn AI SWOT - About
Fidelity® MSCI Utilities Index ETF (FUTY)
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Upturn Advisory Summary
08/12/2025: FUTY (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 5.32% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.73 | 52 Weeks Range 42.42 - 53.14 | Updated Date 06/29/2025 |
52 Weeks Range 42.42 - 53.14 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® MSCI Utilities Index ETF
ETF Overview
Overview
Fidelityu00ae MSCI Utilities Index ETF (FUTY) seeks to provide investment results that correspond to the performance of the MSCI USA IMI Utilities Index, focusing on the utilities sector. The fund invests in stocks of U.S. utilities companies, offering exposure to the regulated utilities industry.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long track record of managing investment products.
Management Expertise
Fidelity has a large team of experienced investment professionals managing various ETFs and mutual funds.
Investment Objective
Goal
To provide investment results that correspond to the performance of the MSCI USA IMI Utilities Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all stocks in the MSCI USA IMI Utilities Index in proportion to their weighting in the index.
Composition The ETF primarily holds stocks of U.S. utilities companies.
Market Position
Market Share: FUTY has a moderate market share within the utilities ETF sector.
Total Net Assets (AUM): 288500000
Competitors
Key Competitors
- XLU
- VPU
- IDU
Competitive Landscape
The utilities ETF sector is dominated by XLU and VPU. FUTY offers a similar exposure to the utilities sector but with a smaller AUM and market share. It's priced lower, which is an advantage. However, FUTY's trading volume is generally lower.
Financial Performance
Historical Performance: Historical performance data is readily available from financial websites; specific numbers will vary based on the reporting date.
Benchmark Comparison: The ETF's performance is expected to closely track the MSCI USA IMI Utilities Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
FUTY's average trading volume indicates moderate liquidity, allowing investors to buy and sell shares reasonably efficiently.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable trading costs for the ETF.
Market Dynamics
Market Environment Factors
Economic factors like interest rates, inflation, and regulatory changes significantly impact utilities sector performance.
Growth Trajectory
FUTY's growth trajectory depends on the performance of the underlying utilities sector and its ability to track its benchmark index.
Moat and Competitive Advantages
Competitive Edge
FUTY benefits from Fidelity's established brand and low expense ratio. The ETFu2019s replication strategy ensures it closely mirrors the performance of its target index. It provides a cost-effective and efficient way to gain exposure to the U.S. utilities sector, especially if investors are keen on minimizing expenses. As a passively managed fund, its performance hinges on the strength of the underlying index and the stability of the utilities sector.
Risk Analysis
Volatility
The utilities sector is generally considered to be less volatile compared to other sectors, which results in lower volatility for FUTY.
Market Risk
FUTY is subject to market risk associated with the utilities sector, including regulatory changes, interest rate sensitivity, and economic conditions.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to the utilities sector for income or diversification purposes, and/or is risk-averse.
Market Risk
FUTY is best suited for long-term investors seeking stable returns and income, and those who prefer passive index-following strategies.
Summary
Fidelityu00ae MSCI Utilities Index ETF provides a low-cost way to invest in U.S. utilities companies, aiming to mirror the performance of the MSCI USA IMI Utilities Index. It is suitable for long-term investors seeking income or diversification, and who prefer passive investment strategies. While it faces competition from larger ETFs like XLU and VPU, FUTY offers a compelling option due to its low expense ratio and established brand. It's important to consider the risks associated with the utilities sector, including regulatory changes and interest rate sensitivity. Investors should assess if this aligns with their risk tolerance and financial goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity
- MSCI
- ETF.com
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and risk tolerance.
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 Utilities 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 Utilities 25/50 Index, which represents the performance of the utilities sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Utilities 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.