FENY
Fidelity MSCI Energy Index ETFFENY Fund Description
FENY tracks a market-cap-weighted index of US energy companies. The index includes those companies deemed investable by MSCI and covers 98% of the market.
FENY Factset Analytics Insight
FENY is part of a fund suite that marks Fidelity's official entry into the US sector ETF market. In an effort to attract investor interest and assets, FENY sports one of the lowest price tags in the segment, and offers one of the broadest portfolios available in the US energy segment. Broad is relative, of course: the energy sector is incredibly top-heavy and FENY still has well over half of its portfolio weight in its top ten holdings, and a huge chunk of that is allocated to Exxon and Chevron. Overall its portfolio looks pretty market-like, with big allocations to every aspect of the oil and gas industries, and very little dedicated to coal and renewables. The fund is popular enough with traders that it sees substantial volume each day with tiny spreads. With its liquid underlying basket, creation and redemption should be easy for larger investors to trade as well. In terms of Efficiency, FENY is an easy winner, with a rock-bottom fee and excellent tracking.
FENY MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of January 17, 2019 the Fidelity MSCI Energy Index ETF MSCI ESG Fund Quality Score is 4.21 out of 10.
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. FENY ranks in the 34th percentile within its peer group and in the 12nd percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
FENY CHARTS AND PERFORMANCE
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FENY Top 10 Countries
FENY Top 10 Sectors
FENY Top 10 Holdings [View All]
FENY Portfolio Data
FENY Index Data
FENY Portfolio Management
FENY Tax Exposures
FENY Fund Structure
FENY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FENY. FENY is rated a 5 out of 5.
FENY Tradability
FENY Sector/Industry Breakdown
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FENY TOP 10 HOLDINGS[View All]
FENY Countries
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FENY Regions
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FENY Economic Development
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FENY Performance Statistics
FENY MSCI ESG Ratings
FENY BENCHMARK COMPARISON SUMMARY
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FENY BENCHMARK COMPARISON MARKET CAP SIZE
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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.