FCPIFidelity Stocks for Inflation ETF
Seeks investment returns that correspond to the performance of the Fidelity Stocks for Inflation Factor Index.
By Fidelity Investments · Launched 2019
Annual Cost
0.15%
#612 of 5,854 · low cost
Fund Size
$276M
#2,082 of 5,854 · mid-size
Return (1Y)Goal
+17.7%
Track Record
6 years
#1,952 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,732+17.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Multifactor
Index tracked
Fidelity Stocks for Inflation Factor Index
What it actually holds
By weightConcentration
Top 10 holdings = 37.4% of fund✓ well diversified
NVIDIA CORP
6.2%
APPLE INC
5.1%
APA CORP
3.9%
MICROSOFT CORP
3.9%
TECHNIPFMC PLC
3.5%
NEWMONT CORP
3.3%
ANGLOGOLD ASHANTI PLC
3.1%
ALPHABET INC
3.1%
BROADCOM INC
2.6%
CNX RESOURCES CORP
2.6%
Asset allocation
Stocks
99.8%
Cash
1.5%
By sector
Technology
31.2%
Healthcare
13.1%
Energy
10.2%
Financial Services
7.6%
Consumer Defensive
7.5%
Consumer Cyclical
7.0%
Industrials
6.4%
Basic Materials
5.3%
Other
11.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.7%Moderate
Year-on-year price swings
Max drawdown
-35.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.05Strong risk-adjusted returns
Sortino (3Y)
1.52Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks investment returns that correspond to the performance of the Fidelity Stocks for Inflation Factor Index.
- Strategy
- Invests primarily in securities of large and mid-cap U.S. companies with attractive valuations, high quality profiles, and positive momentum signals, as reflected in the Fidelity Stocks for Inflation Factor Index. Stocks are weighted based on market cap in the broader U.S. equity market, with an emphasis on sectors that tend to outperform in inflationary environments.
- Inception date
- November 5, 2019
- Fund family
- Fidelity Investments
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Data updated on 2026-08-03