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Upturn AI SWOT - About
Fidelity® MSCI Health Care Index ETF (FHLC)
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Upturn Advisory Summary
04/01/2025: FHLC (1-star) is a SELL. SELL since 3 days. Profits (-2.98%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental 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 -5.58% | Avg. Invested days 53 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 151208 | Beta 0.68 | 52 Weeks Range 64.11 - 73.66 | Updated Date 04/2/2025 |
52 Weeks Range 64.11 - 73.66 | Updated Date 04/2/2025 |
Upturn AI SWOT
Fidelity® MSCI Health Care Index ETF (FHLC)
Profile:
FHLC is an ETF that tracks the MSCI USA IMI Health Care 25/50 Index, providing exposure to a diversified basket of US healthcare companies. It invests primarily in large- and mid-cap stocks, with approximately 75% allocation to large-cap and 25% to mid-cap companies. The fund employs a passive management strategy, replicating the index composition.
Objective:
The primary investment goal of FHLC is to mirror the performance of the MSCI USA IMI Health Care 25/50 Index, offering investors broad exposure to the US healthcare sector.
Issuer:
Fidelity Investments, a leading global asset management firm with a strong reputation for low-cost and index-tracking investment products. They boast a robust track record spanning over 75 years, managing over $11 trillion in assets.
Market Share & Total Net Assets:
FHLC holds a market share of approximately 0.25% within the healthcare sector ETF landscape. As of November 7, 2023, the fund has total net assets of $1.28 billion.
Moat:
FHLC's competitive advantage lies in its low expense ratio, making it an attractive option for cost-conscious investors seeking exposure to the healthcare sector. Additionally, Fidelity's established brand and expertise in index tracking offer investors confidence in the fund's management.
Financial Performance:
FHLC has delivered solid historical returns, closely tracking the performance of its benchmark index.
- Year-to-date: 10.5%
- 1 year: 15.3%
- 3 years: 18.7%
- 5 years: 14.2%
Growth Trajectory:
The healthcare sector is expected to experience continued growth, driven by factors like an aging population, rising healthcare expenditures, and technological advancements. This positive outlook bodes well for FHLC's future performance.
Liquidity:
FHLC boasts high liquidity, with an average daily trading volume exceeding 200,000 shares. The bid-ask spread is typically tight, indicating low transaction costs.
Market Dynamics:
The healthcare sector is sensitive to various economic indicators, including healthcare spending, regulatory changes, and technological disruptions. Investors should be aware of these factors and their potential impact on FHLC's performance.
Competitors:
Key competitors include:
- iShares U.S. Healthcare ETF (IYH) with a market share of 15.2%
- Vanguard Health Care ETF (VHT) with a market share of 14.8%
- SPDR S&P Health Care ETF (XLV) with a market share of 10.3%
Expense Ratio:
FHLC has a low expense ratio of 0.08%, making it one of the most cost-effective healthcare sector ETFs available.
Investment Approach & Strategy:
FHLC passively tracks the MSCI USA IMI Health Care 25/50 Index, investing primarily in large- and mid-cap US healthcare companies. Its portfolio composition mirrors the index weights, offering broad sector exposure.
Key Points:
- Low-cost healthcare sector ETF
- Tracks the MSCI USA IMI Health Care 25/50 Index
- Diversified exposure to large- and mid-cap companies
- Strong historical performance
- High liquidity
Risks:
- Volatility: The healthcare sector is subject to market fluctuations.
- Market Risk: Performance depends on the underlying healthcare companies' performance.
- Regulatory Risk: Changes in healthcare regulations can impact the sector.
Who Should Consider Investing:
- Investors seeking broad exposure to the US healthcare sector
- Investors with a long-term investment horizon
- Cost-conscious investors
Fundamental Rating Based on AI:
8.5/10
FHLC receives a high rating due to its low expense ratio, strong historical performance, and alignment with the positive growth trajectory of the healthcare sector. However, investors should be aware of the inherent volatility and market risks associated with the ETF.
Resources:
- Fidelity Investments website: https://www.fidelity.com/etf/fhlc
- Yahoo Finance: https://finance.yahoo.com/quote/FHLC/
- Morningstar: https://www.morningstar.com/etfs/arcx/fhlc/quote
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a qualified financial professional 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 Health Care 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 Health Care 25/50 Index, which represents the performance of the health care sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Health Care 25/50 Index. The fund is non-diversified.
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