FUTY
Fidelity MSCI Utilities Index ETFFUTY Fund Description
FUTY tracks a market-cap-weighted index of stocks in the US utilities sector.
FUTY Factset Analytics Insight
FUTY is part of Fidelity's suite of sector funds, and fits into the crowded US utilities space with one of the lowest fees. FUTY is a direct competitor to Vanguard's similarly inexpensive VPU, which offers nearly identical exposure as they both track very similar indexes. Both funds look pretty much like the broad market, with perfect sector and size allocations. FUTY is fairly easy to trade, with modest spreads and sizeable volume, while underlying liquidity is deep enough that block trades should be easy to execute. The catch is that while FUTY offers a rock-bottom fee, its tracking leaves quite a bit to be desired and investors will likely realize higher costs, which could make FUTY's competitors more attractive for buy-and-hold investors.
FUTY MSCI ESG Analytics Insight
Fidelity MSCI Utilities Index ETF has an MSCI ESG Fund Rating of AA based on a score of 7.15 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 Utilities Index ETF ranks in the 89th percentile within its peer group and in the 73th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FUTY 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.
FUTY Charts And Performance
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FUTY Portfolio Data
FUTY Index Data
FUTY Portfolio Management
FUTY Tax Exposures
FUTY Fund Structure
FUTY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FUTY. FUTY is rated a 5 out of 5.
FUTY Tradability
FUTY Sector/Industry Breakdown
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FUTY Top 10 Holdings[View All]
FUTY Countries
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FUTY Economic Development
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FUTY Performance Statistics
FUTY MSCI ESG Ratings
FUTY Benchmark Comparison Summary
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FUTY 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.