FNCLFidelity MSCI Financials Index ETF
Grow my money#195 of 2944 for Grow my money
Seeks to provide investment returns that correspond to the performance of the MSCI USA IMI Financials 25/50 Index.
Fidelity Investments · Since 2013 (12 years)
Annual Cost
0.08%
#291 out of 5,332 ETFs
Fund Size
$2.2B
#620 out of 5,332 ETFs
Dividend Yield
1.75%
Track Record
12 years
#1141 out of 5,332 ETFs
Performance
1 Year
+10.9%
3 Years
+20.4%
5 Years
+9.8%
What's inside
Asset class
Region
Asset allocation
Stocks
99.8%
Cash
0.3%
Sector breakdown
Financial Services
97.0%
Technology
2.0%
Real Estate
0.7%
Industrials
0.2%
Healthcare
0.0%
Top holdings
JPMorgan Chase & CoJPM9.9%
Berkshire Hathaway Inc Class BBRK-B8.3%
Visa Inc Class AV6.5%
Mastercard Inc Class AMA5.3%
Bank of America CorpBAC4.1%
The Goldman Sachs Group IncGS3.1%
Wells Fargo & CoWFC3.1%
Citigroup IncC2.5%
Morgan StanleyMS2.4%
American Express CoAXP2.1%
Risk profile
Volatility (1Y)
15.2%
Moderate
Max drawdown
-44.4%
Worst peak-to-trough loss
Sharpe (3Y)
0.97
Decent risk-adjusted returns
Sortino (3Y)
1.39
Good downside protection
Similar ETFs
Data updated on 2026-05-05