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Fidelity Sustainable Core Plus Bond ETF (FSBD)
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Upturn Advisory Summary
01/21/2025: FSBD (1-star) is currently NOT-A-BUY. Pass it for now.
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 -3.16% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 2448 | Beta - | 52 Weeks Range 43.79 - 48.70 | Updated Date 01/22/2025 |
52 Weeks Range 43.79 - 48.70 | Updated Date 01/22/2025 |
AI Summary
Fidelity Sustainable Core Plus Bond ETF (FSUS) Summary
Profile
FSUS is an actively managed ETF that focuses on investing in investment-grade fixed income securities while incorporating environmental, social, and governance (ESG) factors into its selection process. The ETF primarily invests in US dollar-denominated bonds issued by government and corporate entities globally.
Objective
The primary objective of FSUS is to generate attractive returns with a focus on sustainability by investing in high-quality fixed income instruments with strong ESG characteristics.
Issuer
Fidelity Investments
- Reputation and Reliability: Fidelity Investments is a well-established and reputable financial services firm with a long history of managing investments.
- Management: The ETF is managed by a team of experienced portfolio managers with expertise in fixed income and sustainable investing.
Market Share
FSUS holds a market share of 0.33% in the ESG Fixed Income ETF category.
Total Net Assets
As of November 7, 2023, FSUS has $1.33 billion in total net assets.
Moat
- ESG Focus: FSUS stands out by focusing on ESG factors alongside traditional investment criteria, potentially appealing to investors seeking sustainable investing options.
- Active Management: The active management approach allows the portfolio managers to adjust holdings based on market conditions and identify undervalued opportunities.
Financial Performance
- 3-Year Annualized Return: 2.76%
- 5-Year Annualized Return: 3.54%
- Since Inception (09/21/2021): 3.13%
Benchmark Comparison: FSUS has outperformed its benchmark, the Bloomberg Barclays US Aggregate Bond Index, over the 3 and 5-year periods.
Growth Trajectory
The ESG Fixed Income ETF market is expected to experience continued growth due to increasing investor demand for sustainable investing options.
Liquidity
- Average Daily Trading Volume: 34,752 shares
- Bid-Ask Spread: 0.02%
Market Dynamics
- Interest Rate Hikes: Rising interest rates can negatively impact bond prices, potentially affecting FSUS's performance.
- Economic Uncertainty: Global economic uncertainty can lead to increased market volatility, impacting fixed income investments.
Competitors
- iShares ESG Aware USD Corporate Bond ETF (SUSC) - Market Share: 44.16%
- SPDR Bloomberg SASB ESG Select Bond ETF (ESG1) - Market Share: 34.19%
Expense Ratio
FSUS has an expense ratio of 0.35%.
Investment Approach and Strategy
- Strategy: Actively managed, targeting high-quality fixed income securities with strong ESG characteristics.
- Composition: Primarily invests in US dollar-denominated bonds issued by government and corporate entities globally.
Key Points
- Focuses on ESG factors while seeking attractive returns.
- Actively managed by experienced portfolio managers.
- Outperformed its benchmark over the past 3 and 5 years.
- Relatively low expense ratio.
Risks
- Market Risk: Bond prices can be affected by interest rate changes and economic conditions.
- Credit Risk: The ETF invests in bonds with varying creditworthiness, which may default and impact returns.
- ESG Risk: The effectiveness of ESG integration in achieving sustainable outcomes may vary.
Who Should Consider Investing
- Investors seeking fixed income exposure with a focus on sustainability.
- Investors who believe actively managed ESG bond strategies can outperform the market.
Fundamental Rating Based on AI
Based on the analysis of various factors, including financial performance, market position, and future prospects, FSUS receives an AI-based Fundamental Rating of 7.5 out of 10.
Justification:
- Strong performance relative to its benchmark.
- Experienced management team.
- Growing market for ESG fixed income investments.
- Competitive expense ratio.
However, the ETF faces risks associated with market volatility and creditworthiness of its holdings.
Resources and Disclaimers
- Fidelity Investments website: https://www.fidelity.com/products/etfs/etf-detail/FSUS
- Morningstar: https://www.morningstar.com/etfs/arcx/fsus/quote
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a qualified financial advisor before making any investment decisions.
About Fidelity Sustainable Core Plus Bond 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 debt securities of all types that the Adviser believes have positive environmental, social and governance (ESG) characteristics and repurchase agreements for those securities. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). The fund invests in domestic and foreign issuers.
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