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Upturn AI SWOT - About
Fidelity® MSCI Utilities Index ETF (FUTY)
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Upturn Advisory Summary
04/01/2025: FUTY (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 -16.62% | Avg. Invested days 34 | Today’s Advisory PASS |
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) 154858 | Beta 0.75 | 52 Weeks Range 39.16 - 52.88 | Updated Date 04/2/2025 |
52 Weeks Range 39.16 - 52.88 | Updated Date 04/2/2025 |
Upturn AI SWOT
Fidelity® MSCI Utilities Index ETF
ETF Overview
Overview
The Fidelityu00ae MSCI Utilities Index ETF (FUTY) seeks to track the performance of the MSCI USA IMI Utilities Index, reflecting the performance of the utilities sector in the U.S. equity market. It provides exposure to companies involved in the generation, transmission, and distribution of electricity, gas, and water. The ETF utilizes a passive investment strategy.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long history in asset management.
Management Expertise
Fidelity has a large and experienced team of portfolio managers and analysts.
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, attempting to hold all stocks in the same proportion as the MSCI USA IMI Utilities Index.
Composition The ETF primarily holds stocks of U.S. utilities companies.
Market Position
Market Share: FUTY holds a sizable market share within the utilities ETF category.
Total Net Assets (AUM): 164700000
Competitors
Key Competitors
- Utilities Select Sector SPDRu00ae Fund (XLU)
- iShares U.S. Utilities ETF (IDU)
- Vanguard Utilities ETF (VPU)
Competitive Landscape
The utilities ETF market is dominated by a few large players, including XLU, IDU and VPU. FUTY offers a low-cost option from a reputable issuer but has significantly less AUM than its main competitors. FUTY may appeal to investors seeking a Fidelity-managed utilities ETF with a low expense ratio.
Financial Performance
Historical Performance: Historical performance data is not available without specifying a time frame. Past performance is not indicative of future results.
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
The ETF's average trading volume suggests moderate liquidity.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading FUTY, and tends to be narrow due to the large number of outstanding shares.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and overall economic growth can impact the utilities sector. Regulatory changes and technological advancements also play a role.
Growth Trajectory
The growth trajectory of FUTY depends on the performance of the underlying utilities sector, which is generally considered a defensive sector. Changes to strategy and holdings are not expected to be frequent due to its passive tracking approach.
Moat and Competitive Advantages
Competitive Edge
FUTY benefits from Fidelity's strong brand reputation and low expense ratio. The ETF offers precise tracking of the MSCI USA IMI Utilities Index, providing investors with focused exposure to the utilities sector. While it competes with larger ETFs like XLU, its lower cost may attract cost-conscious investors. Fidelity's distribution network also contributes to its competitive positioning. FUTY's competitiveness depends on maintaining its low cost and accurate index tracking.
Risk Analysis
Volatility
The ETF's volatility is expected to be similar to the volatility of the utilities sector, which is generally lower than the broader market.
Market Risk
The ETF is subject to market risk, including fluctuations in interest rates, regulatory changes, and economic conditions affecting the utilities sector.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to the U.S. utilities sector as part of a diversified portfolio.
Market Risk
FUTY is suitable for long-term investors seeking income or stability from a defensive sector. It may also appeal to passive index followers due to its replication strategy.
Summary
Fidelityu00ae MSCI Utilities Index ETF offers a low-cost way to gain exposure to the U.S. utilities sector. It tracks the MSCI USA IMI Utilities Index and uses a passive replication strategy. While it competes with larger, more established ETFs, its low expense ratio and Fidelity's reputation may make it an attractive option for some investors. It's suitable for long-term investors seeking income or stability from a defensive sector, but is subject to market and sector-specific risks.
Similar Companies
- XLU
- IDU
- VPU
- FXU
Sources and Disclaimers
Data Sources:
- Fidelity
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a 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® 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.
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