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FCPI
+1.96 · +4.03%
$50.56 · BATS

Fidelity® Stocks for Inflation ETF (FCPI) ETF Analysis | Large Blend

Fidelity Investments · USA
AUM:$254.2M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is FCPI?

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. companies with attractive valuations, high quality profiles and positive momentum signals, emphasizing industries that tend to outperform in inflationary environments.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
FCPI delivered 15.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 38.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$254.2M
Expense Ratio0.15%
Dividend Yield1.70%
Holdings49
Inception DateNov 2019
Domicile–
Distribution–
Index–
ProviderFidelity Investments
Beta0.94
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would FCPI affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.9%
1Y
+19.3%
3Y
+77.3%
5Y
+94.3%
OpenBook InsightIf you had invested £10,000 in FCPI 5 years ago, it would have grown to £19,426 — a gain of £9,426.

Annual Returns

Calendar year performance

FCPI delivered positive returns in 4 of the last 5 calendar years.
YearFCPI
2026 YTD+14.6%
2025+15.4%
2024+25.3%
2023+16.8%
2022-7.7%
CAGR 4yr+11.7%
4/5 positive yearsAvg return: +12.9%Worst year: -7.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.7%
Low
Momentum
+5.8%
30-day change
Support Level
55.10
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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