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FUTY - ETF AI Analysis
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Fidelity MSCI Utilities Index ETF (FUTY)
Rating:67Neutral
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Large, Established Utility Holdings
Many of the top positions are well-known U.S. utility companies that have shown generally steady performance this year.
Focused Defensive Sector Exposure
Heavy exposure to utilities can provide more stable, income-oriented performance compared with more volatile growth sectors.
Negative Factors
High Sector Concentration
Almost all of the fund is invested in utilities, so it may struggle if this single sector falls out of favor.
Single-Country Risk
With nearly all assets in U.S. companies, the ETF is heavily exposed to U.S.-specific economic and regulatory risks.
Mixed Recent Performance
The fund’s recent three-month performance has been weak, and one of its larger holdings has lagged notably this year.
FUTY vs. SPDR S&P 500 ETF (SPY)
AUM2.39B
RegionNorth America
Expense Ratio0.08%
Beta0.33
IssuerFidelity
Inception DateOct 21, 2013
Dividend Yield2.47%
Asset ClassEquity
Index TrackedMSCI USA IMI Utilities 25/50 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume308,727
30 Day Avg. Volume283,828
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
63.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering64
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FUTY Summary
FUTY is the Fidelity MSCI Utilities Index ETF, which follows the MSCI USA IMI Utilities 25/50 Index. It invests mainly in U.S. utility companies that provide everyday essentials like electricity, gas, and water. Well-known holdings include NextEra Energy and Southern Company. Investors might consider FUTY if they want a more stable, income-focused part of their portfolio, since utility companies often pay regular dividends and can be less sensitive to the economy. However, this ETF is heavily concentrated in the utilities sector, so its value can still go up and down with changes in interest rates, regulation, or the broader market.
How much will it cost me?The Fidelity MSCI Utilities Index ETF (FUTY) 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’s a passively managed fund that tracks an index, which typically keeps costs down.
What would affect this ETF?The Fidelity MSCI Utilities Index ETF (FUTY) could benefit from stable demand for essential services like electricity and water, as well as potential government support for renewable energy initiatives, which align with the holdings of companies such as NextEra Energy and Constellation Energy. However, rising interest rates or regulatory changes could negatively impact utility companies' profitability, and economic downturns might reduce investor interest in this sector despite its defensive nature.
FUTY Top 10 Holdings
FUTY is a pure U.S. utilities play, and its story right now is mostly about steady, defensive strength with a few bumps. NextEra Energy, the fund’s heavyweight, has been rising and gives the ETF a growth-tilted utilities flavor, while Southern, Duke, and American Electric Power provide a more traditional, slow-and-steady backbone that’s been quietly lifting returns. Constellation Energy, however, has been losing steam lately and acts as a bit of a brake. Overall, performance is driven by a concentrated cluster of large regulated utilities rather than a broad sector mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| NextEra Energy | 12.00% | $286.07M | $190.06B | 28.78% | 71 Outperform | |
| Southern Co | 6.65% | $158.50M | $100.24B | 6.67% | 68 Neutral | |
| Duke Energy | 6.25% | $148.96M | $97.39B | 9.72% | 70 Outperform | |
| Constellation Energy Corporation | 5.79% | $138.12M | $106.55B | 3.66% | 68 Neutral | |
| American Electric Power | 4.37% | $104.11M | $68.84B | 22.82% | 69 Neutral | |
| Sempra Energy | 3.86% | $91.95M | $59.87B | 7.40% | 61 Neutral | |
| Vistra Corp | 3.72% | $88.60M | $57.79B | 13.93% | 65 Neutral | |
| Dominion Energy | 3.55% | $84.64M | $55.27B | 14.85% | 63 Neutral | |
| Exelon | 3.04% | $72.51M | $48.32B | 10.14% | 67 Neutral | |
| Xcel Energy | 3.04% | $72.46M | $47.13B | 16.60% | 61 Neutral |
FUTY Technical Analysis
Positive
―
Price Trends
56.09
Positive
56.77
Positive
54.82
Positive
Market Momentum
1.02
Negative
69.00
Neutral
74.89
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FUTY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 57.13, equal to the 50-day MA of 56.09, and equal to the 200-day MA of 54.82, indicating a bullish trend. The MACD of 1.02 indicates Negative momentum. The RSI at 69.00 is Neutral, neither overbought nor oversold. The STOCH value of 74.89 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FUTY.
FUTY Peer Comparison
Comparison Results
Performance Comparison
FUTY
Fidelity MSCI Utilities Index ETF
59.80
9.76
19.50%
VDE
Vanguard Energy ETF
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―
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AIRR
First Trust RBA American Industrial Renaissance ETF
―
―
―
VPU
Vanguard Utilities ETF
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―
―
IDU
iShares U.S. Utilities ETF
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―
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UTES
Virtus Reaves Utilities ETF
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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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