Fidelity MSCI Health Care Index ETF Comprehensive Investment Review

The Fidelity MSCI Health Care Index ETF is a popular investment option for those looking to tap into the healthcare sector. It tracks the MSCI USA IMI Health Care Index, which covers over 90% of the investable universe in the US healthcare sector.

The ETF has a low expense ratio of 0.085%, making it an attractive option for cost-conscious investors. This low cost is a significant advantage, especially when compared to actively managed funds.

The fund is designed to provide broad exposure to the healthcare sector, with a diverse portfolio of over 100 holdings. This diversification helps to minimize risk and maximize potential returns.

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The Fidelity MSCI Health Care Index ETF has a strong track record, with a 5-year annualized return of 7.3%.

In terms of year-over-year performance, the ETF has consistently ranked within the middle 50% of its category, with a 1-year return of 1.1% and a 3-year return of 1.5%.* Over the past decade, the ETF has seen significant growth, with a 10-year return of 8.6%.*

Here's a breakdown of the ETF's performance metrics over various time periods:

The Fidelity MSCI Health Care Index ETF has a diverse portfolio, holding 365 stocks. This is significantly more than the category low of 25 stocks, but still less than the category high of 430 stocks.

The fund's net assets are approximately $2.83 billion, which is a substantial amount. In comparison, the category low is $7.21 million, while the category high is $45.7 billion.

The Fidelity MSCI Health Care Index ETF has a top 10 holding of $1.42 billion, which accounts for 50.12% of the fund's weighting. This is a significant concentration of assets.

Here's a breakdown of the fund's concentration analysis:

As you can see, the fund's concentration of assets in its top 10 holdings is significantly higher than the category high. This suggests that the fund has a relatively concentrated portfolio.

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The Fidelity MSCI Health Care Index ETF is a fund that tracks the MSCI USA Investable Market Health Care 25/50 Index, which is designed to capture the broad health care sector of the US market.

The fund holds a diversified portfolio of 25 of the largest and most liquid health care stocks in the US market.

The MSCI USA Investable Market Health Care 25/50 Index is a market-capitalization-weighted index that includes large-cap and mid-cap stocks.

The fund's holdings are reviewed quarterly to ensure they remain representative of the health care sector.

The fund's expense ratio is 0.085%, which is lower than many other health care sector ETFs.

The fund has a total net asset value (NAV) of around $1.5 billion, making it a relatively large ETF.

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The Fidelity MSCI Health Care Index ETF is a popular investment option for those looking to tap into the health care sector. It's an index fund that tracks the MSCI USA IMI Health Care Index.

The fund holds a basket of 155 stocks, including some of the biggest names in the industry, such as Johnson & Johnson and UnitedHealth Group.

Investors can expect a moderate level of risk with this fund, as the health care sector can be volatile.

This ETF is a good choice for those looking for a diversified portfolio, as it spreads investments across various sub-sectors within health care.

It's also worth noting that the fund has a relatively low expense ratio of 0.085%, which is lower than many other ETFs in the market.

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The Fidelity MSCI Health Care Index ETF is a solid choice for investors looking to tap into the health care sector. It tracks the MSCI USA Investable Market Health Care 25/50 Index, which is designed to mirror the performance of the health care sector in the US market.

The ETF has a net expense ratio of 0.085%, making it a relatively low-cost option for investors. This is a significant consideration, as it can help minimize fees and maximize returns over time.

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Operating fees are a crucial aspect of financial metrics, and understanding them can help you make informed decisions about your investments.

A high operating fee can significantly eat into your returns, as seen in the example of the mutual fund with a 1.5% operating fee, which reduced the investor's net returns by 50%.

Operating fees are usually expressed as a percentage of the investment's value and can be annual or quarterly.

The article on financial metrics highlights the importance of considering operating fees when evaluating investment options, as they can have a substantial impact on long-term returns.

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The Net Income Ratio is a key financial metric that tells us how well a company is generating profits from its sales. It's a simple yet powerful tool for evaluating a company's financial health.

In this case, the Net Income Ratio for FHLC is 1.28%. This means that for every dollar of sales, FHLC earns 1.28 cents in profit. That's a relatively strong ratio, especially when compared to the Category Low of -2.54%.

Here's a comparison of the Net Income Ratios for different categories:

FHLC's Net Income Ratio is actually ranked 2nd in its category, with a percentage rank of 2.67%. This suggests that FHLC is performing well in terms of generating profits from its sales.