Fidelity Stocks for Inflation ETF offers a diversified, inflation-oriented portfolio with strong value and growth characteristics, emphasizing sectors resilient to inflation. FCPI underperformed the S&P 500 since inception but demonstrated superior resilience during the 2022 inflationary bear market and leads peers in risk-adjusted returns. FCPI is well-suited for investors seeking inflation mitigation, with PPI and INFL as solid alternatives with better total return and liquidity, respectively.
Stagflation fears are back as Gulf tensions pushed oil above $100 last week. These ETFs could help investors navigate rising inflation and slowing growth.
Rising stagflation fears from the Iran war and oil spike are putting inflation-hedging ETFs back in focus.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 44,151 | $2.41M | $2.49M | $83,378.86 | 3.46% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,674 | $82,760.3 | $150,962.54 | $68,202.24 | 82.41% |
| NA Nizar Araji National Bank Of Canada /FI/ | 9,513 | $473,502.52 | $537,565.36 | $64,062.84 | 13.53% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,750 | $204,825 | $204,972.75 | $147.75 | 0.07% |
Richard Slavik Newbridge Financial Services Group Inc. | 5,845 | $253,380.75 | $333,305.27 | $79,924.52 | 31.54% |
| BATS Exchange | US Country |
The fund specializes in investing a significant portion of its assets into stocks that are represented within the Fidelity Stocks for Inflation Factor Index™. This approach is tailored toward large and mid-cap U.S. companies which are not only valued attractively but also exhibit strong financial health and momentum. A distinguishing feature of the investment strategy is its focus on sectors believed to perform well during periods of inflation, thereby aiming to safeguard and potentially grow investors' capital in various economic conditions.
The core offering involves targeting investments that are poised to benefit in an inflationary economy. This is achieved through stringent selection criteria that filter stocks by their valuations, quality, and momentum, ensuring that the portfolio is geared towards companies likely to experience growth or resilience in the face of rising prices.
Investors are given the opportunity to directly tap into the performance of carefully selected U.S. companies via the Fidelity Stocks for Inflation Factor Index™. This index is meticulously constructed to highlight businesses with the potential to outperform during inflation, across both large and mid-cap sectors, offering a diversified exposure to inflation-resilient industries.