Fidelity Stocks for Inflation ETF
The fund normally invests at least 80% of its assets in securities included in the Fidelity Stocks for Inflation Factor Index?, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with attractive valuations, high quality profiles and positive momentum signals, emphasizing industries that tend to outperform in inflationary environments.
SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN
Flows are quiet — the past month netted out near zero, while the price has returned +15.1% so far this year. At 0.15% a year it is not the cheapest way in — IVV runs the same ground at 0.03%.
COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH
| 1 week | +0.4% |
| 1 month | +5.5% |
| 3 months | +6.1% |
| 6 months | +11.2% |
| YTD | +15.1% |
| 1 year | +19.4% |
| 3 years | — |
PRICE RETURN, DISTRIBUTIONS NOT REINVESTED
| 1 week | — |
| 1 month | — |
| 3 months | — |
| YTD | — |
| 1 year | — |
CREATION/REDEMPTION DOLLARS, DAILY RECORDS
VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK