(FCPI) Fidelity Stocks for - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US3160923864 • Large Blend
FCPI: Energy, Materials, Industrials, Consumer Goods, Financials
The Fidelity® Stocks for Inflation ETF (BATS:FCPI) is an exchange-traded fund designed to provide exposure to U.S. large and mid-capitalization companies that exhibit attractive valuations, high-quality financial metrics, and strong momentum. The fund seeks to capitalize on sectors that historically outperform during inflationary periods, such as energy, materials, and consumer staples, which often benefit from rising prices and demand resilience.
FCPI invests at least 80% of its assets in securities comprising the Fidelity Stocks for Inflation Factor Index. This index is constructed to identify companies with stable earnings, strong balance sheets, and pricing power, which are critical factors for navigating inflationary environments. The funds strategy emphasizes a blend of value, quality, and momentum factors, aiming to deliver returns that align with the economic cycle.
From a technical standpoint, FCPI is currently trading near its 20-day simple moving average (SMA) of 45.56, with a last price of 44.97. The 50-day SMA is at 44.97, indicating a recent uptrend. The 200-day SMA of 42.83 reflects longer-term growth potential. The average true range (ATR) of 0.59 suggests moderate volatility, while average daily volume of 22,029 shares indicates lower liquidity compared to larger ETFs.
With assets under management (AUM) of $211.06 million, FCPI operates within a manageable size that allows for flexibility in portfolio adjustments. Its focus on inflation-resistant sectors positions it as a potential hedge against rising prices, though performance may vary depending on broader economic conditions.
3-Month Forecast: Based on current technical and fundamental trends, FCPI is expected to trade within a narrow range, potentially testing resistance near 46.50 or consolidating between 44.00 and 45.50. Momentum signals and sector rotation into inflation-sensitive areas may drive modest upside, while broader market volatility could limit significant price movement.
Additional Sources for FCPI ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FCPI ETF Overview
Market Cap in USD | 202m |
Category | Large Blend |
TER | 0.15% |
IPO / Inception | 2019-11-05 |
FCPI ETF Ratings
Growth 5y | 94.2% |
Fundamental | - |
Dividend | 25.5% |
Rel. Strength Industry | 1.96 |
Analysts | - |
Fair Price Momentum | 44.58 USD |
Fair Price DCF | - |
FCPI Dividends
Dividend Yield 12m | 1.00% |
Yield on Cost 5y | 2.62% |
Annual Growth 5y | -9.18% |
Payout Consistency | 74.7% |
FCPI Growth Ratios
Growth Correlation 3m | -0.5% |
Growth Correlation 12m | 90.4% |
Growth Correlation 5y | 92.8% |
CAGR 5y | 21.52% |
CAGR/Max DD 5y | 1.18 |
Sharpe Ratio 12m | 1.30 |
Alpha | 1.67 |
Beta | 1.05 |
Volatility | 21.87% |
Current Volume | 17.3k |
Average Volume 20d | 24.7k |
As of March 18, 2025, the stock is trading at USD 43.21 with a total of 17,300 shares traded.
Over the past week, the price has changed by +0.77%, over one month by -7.18%, over three months by -2.92% and over the past year by +13.85%.
Yes. Based on ValueRay Analyses, Fidelity Stocks for (BATS:FCPI) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 94.24 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FCPI as of March 2025 is 44.58. This means that FCPI is currently overvalued and has a potential downside of 3.17%.
Fidelity Stocks for has no consensus analysts rating.
According to ValueRays Forecast Model, FCPI Fidelity Stocks for will be worth about 51.7 in March 2026. The stock is currently trading at 43.21. This means that the stock has a potential upside of +19.63%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 51.7 | 19.6% |