FCPI – Fidelity Stocks for Inflation ETF – ETF Stock Quote | Morningstar

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Will FCPI outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCPI’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the FCPI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of FCPI’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Fidelity Stocks for Inflation ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 4, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 33.8

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	5.23	9.8 Mil	Technology
Microsoft Corp	4.95	9.3 Mil	Technology
NVIDIA Corp	4.95	9.3 Mil	Technology
Vistra Corp	3.70	7.0 Mil	Utilities
CF Industries Holdings Inc	2.79	5.2 Mil	Basic Materials
NRG Energy Inc	2.61	4.9 Mil	Utilities
Eli Lilly and Co	2.46	4.6 Mil	Healthcare
Texas Pacific Land Corp	2.39	4.5 Mil	Energy
Steel Dynamics Inc	2.39	4.5 Mil	Basic Materials
Nucor Corp	2.32	4.4 Mil	Basic Materials

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