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FNCL
+2.25 · +3.00%
$77.16 · NYSE ARCA

Fidelity® MSCI Financials Index ETF (FNCL) ETF Analysis | Financial

Fidelity Investments · United States
AUM:$2.4B
#– of – in Financial 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

FNCL returned +4.4% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.08% — among the lowest available for this category.

What is FNCL?

The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Financials 25/50 Index, which represents the performance of the financial sector in the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
FNCL returned 4.4% over the past year.
Ultra-Low Expense Ratio
Expense ratio of 0.08% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 47.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$2.4B
Expense Ratio0.08%
Dividend Yield1.48%
Holdings50
Inception DateOct 2013
DomicileUnited States
DistributionNA
Index–
ProviderFidelity Investments
Beta1.03
CategoryFinancial
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.7%
1Y
+9.3%
3Y
+79.0%
5Y
+62.8%
OpenBook InsightIf you had invested £10,000 in FNCL 5 years ago, it would have grown to £16,283 — a gain of £6,283.

Annual Returns

Calendar year performance

FNCL delivered positive returns in 4 of the last 5 calendar years.
YearFNCL
2026 YTD+6.5%
2025+15.3%
2024+30.3%
2023+13.7%
2022-13.3%
CAGR 4yr+10.3%
4/5 positive yearsAvg return: +10.5%Worst year: -13.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.5%
Low
Momentum
+3.3%
30-day change
Support Level
81.17
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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