Key stats
About Fidelity Stocks for Inflation ETF
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Inception date
Nov 5, 2019
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Fidelity Management & Research Co. LLC
Distributor
Fidelity Distributors Corp.
FCPI providesexposure tolarge-and mid-cap US equities that tend tooutperform in inflationary environments. Theindexstarts with the top 1000 US companies by market cap,each are rankedand scoredbased onvalue, momentum and quality factors.Thefinal selection being approximately 100 stocks, based on market cap within each sector. Each stock isequally weighted plusan overweight adjustment depending onitssector.Sectors such as energy, materials, consumer staples, health care,real assets and infrastructure receive+5% overweight in the portfolio. The index is rebalanced semi-annually, on the third Friday in February and August.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Finance
Technology Services
Consumer Non-Durables
Stocks99.63%
Electronic Technology15.76%
Finance13.04%
Technology Services12.97%
Consumer Non-Durables10.09%
Utilities7.15%
Health Technology7.04%
Health Services4.77%
Non-Energy Minerals4.76%
Energy Minerals3.48%
Retail Trade3.34%
Industrial Services3.21%
Miscellaneous3.21%
Process Industries2.83%
Producer Manufacturing2.35%
Commercial Services2.19%
Consumer Services1.42%
Distribution Services1.10%
Communications0.47%
Consumer Durables0.46%
Bonds, Cash & Other0.37%
Cash0.21%
Mutual fund0.15%
Government0.01%
Futures0.00%
Stock breakdown by region
North America99.72%
Europe0.28%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history