FDIS
Fidelity MSCI Consumer Discretionary Index ETFFDIS Fund Description
FDIS tracks a market-cap-weighted index of stocks in the US consumer discretionary sector.
FDIS Factset Analytics Insight
FDIS delivers excellent exposure to consumer discretionary sector, tracking an index that uses GICS to define sector firms, then selecting and weighting the stocks by market cap. Other sector indexes (like IYC and our benchmark) use other equally valid classification systems that differ on the placement of key firms like Walmart and Ford. Overall, FDIS has a strong take on the consumer discretionary segment. The fund sees decent daily trading volume, and while spreads aren't exactly tight, they're generally not too bad either. For those looking to deal in creation/redemption units, underlying liquidity is excellent. However, while the fund's fee is fairly low, tracking is somewhat loose and investors will likely realize higher holding costs.
FDIS MSCI ESG Analytics Insight
Fidelity MSCI Consumer Discretionary Index ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.94 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Fidelity MSCI Consumer Discretionary Index ETF ranks in the 38th percentile within its peer group and in the 41st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FDIS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
FDIS Charts And Performance
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FDIS Summary Data
FDIS Portfolio Data
FDIS Index Data
FDIS Portfolio Management
FDIS Tax Exposures
FDIS Fund Structure
FDIS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FDIS. FDIS is rated a 5 out of 5.
FDIS Tradability
FDIS Top 10 Holdings[View All]
FDIS Performance Statistics
FDIS MSCI ESG Ratings
FDIS Benchmark Comparison Summary
FDIS
FDIS Benchmark Comparison Market Cap Size
FDIS
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.