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FHLC - ETF AI Analysis
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Fidelity MSCI Health Care Index ETF (FHLC)
Rating:72Outperform
Price Target:―
Positive Factors
Leading Health Care Giants at the Top
Several of the largest holdings, such as Johnson & Johnson, Merck, Thermo Fisher, and others, have shown strong recent performance, helping support the ETF’s overall returns.
Focused Exposure to the Health Care Sector
Almost all of the fund is invested in health care companies, giving investors targeted access to a major defensive sector of the economy.
Low Expense Ratio
The ETF charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
High Concentration in a Few Stocks
A small number of companies, especially Eli Lilly and other top holdings, make up a large share of the fund, increasing the impact if any of them struggle.
Mixed Performance Among Top Holdings
Some key positions like AbbVie, Abbott Laboratories, and Intuitive Surgical have shown weak recent performance, which can drag on the fund’s results.
Very Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little protection if the U.S. market or health care sector faces a downturn.
FHLC vs. SPDR S&P 500 ETF (SPY)
AUM2.91B
RegionNorth America
Expense Ratio0.08%
Beta0.55
IssuerFidelity
Inception DateOct 21, 2013
Dividend Yield1.45%
Asset ClassEquity
Index TrackedMSCI US IMI 25/50 Health Care
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume160,161
30 Day Avg. Volume180,489
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
90.58Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering335
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FHLC Summary
FHLC is the Fidelity MSCI Health Care Index ETF, which follows the MSCI US IMI 25/50 Health Care Index. It invests in a wide range of U.S. health care companies, including drug makers, medical device firms, and health care service providers. Well-known holdings include Eli Lilly and Johnson & Johnson. Someone might invest in FHLC to tap into the long-term growth and innovation of the health care sector while spreading risk across many companies instead of picking individual stocks. A key risk is that it is heavily concentrated in health care, so it can rise or fall with that sector.
How much will it cost me?The Fidelity MSCI Health Care Index ETF (FHLC) has an expense ratio of 0.084%, meaning you’ll pay $0.84 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active management strategies.
What would affect this ETF?The FHLC ETF, focused on the U.S. health care sector, could benefit from ongoing innovation in biotechnology and pharmaceuticals, as well as increasing demand for health care services driven by aging populations and advancements in medical technology. However, it may face challenges from regulatory changes, drug pricing pressures, or economic downturns that could impact health care spending. Its reliance on top holdings like Eli Lilly and Johnson & Johnson means company-specific events could also significantly influence performance.
FHLC Top 10 Holdings
FHLC is a pure U.S. health care play, and its story right now is one of big pharma and biotech calling the shots. Johnson & Johnson, Merck, Amgen, and Gilead are doing the heavy lifting, with their stocks rising and helping keep the fund’s overall tone upbeat. On the other side, Eli Lilly has lost some steam, while UnitedHealth and Thermo Fisher are dragging performance with more recent weakness. With so much riding on a handful of mega-cap drugmakers, the fund is both focused and somewhat top-heavy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 12.46% | $361.84M | $943.21B | 21.66% | 72 Outperform | |
| Johnson & Johnson | 9.09% | $264.04M | $585.58B | 49.21% | 78 Outperform | |
| AbbVie | 6.21% | $180.42M | $402.58B | 7.36% | 66 Neutral | |
| Merck & Company | 4.50% | $130.69M | $287.32B | 24.49% | 80 Outperform | |
| UnitedHealth | 3.96% | $115.01M | $258.91B | -40.71% | 72 Outperform | |
| Amgen | 3.13% | $90.91M | $203.57B | 20.84% | 77 Outperform | |
| Abbott Laboratories | 2.98% | $86.44M | $191.58B | -15.37% | 73 Outperform | |
| Thermo Fisher | 2.91% | $84.49M | $184.15B | -3.30% | 72 Outperform | |
| Gilead Sciences | 2.85% | $82.88M | $181.25B | 28.08% | 78 Outperform | |
| Intuitive Surgical | 2.67% | $77.45M | $175.03B | -0.89% | 78 Outperform |
FHLC Technical Analysis
Negative
―
Price Trends
74.84
Negative
73.57
Negative
68.93
Positive
Market Momentum
-0.38
Positive
39.58
Neutral
28.46
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FHLC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 74.65, equal to the 50-day MA of 74.84, and equal to the 200-day MA of 68.93, indicating a neutral trend. The MACD of -0.38 indicates Positive momentum. The RSI at 39.58 is Neutral, neither overbought nor oversold. The STOCH value of 28.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FHLC.
FHLC Peer Comparison
Comparison Results
Performance Comparison
FHLC
Fidelity MSCI Health Care Index ETF
71.59
4.64
6.93%
VHT
Vanguard Health Care ETF
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IBB
iShares Biotechnology ETF
―
―
―
XBI
SPDR S&P BIOTECH ETF
―
―
―
IHI
iShares U.S. Medical Devices ETF
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―
―
IYH
iShares U.S. Healthcare ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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