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Morningstar

Fidelity® MSCI Energy ETF FENY

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FENY

Will FENY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FENY’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FENY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FENY’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Fidelity ® MSCI Energy ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FENY

More FENY Holdings
  • Current Portfolio Date
  • Equity Holdings 117
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 66.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

23.40
400,982,632
Energy

Chevron Corp

14.95
256,090,324
Energy

ConocoPhillips

7.17
122,917,305
Energy

SLB

4.17
71,516,000
Energy

EOG Resources Inc

3.66
62,653,186
Energy

Marathon Petroleum Corp

3.11
53,371,535
Energy

Phillips 66

2.67
45,743,940
Energy

Pioneer Natural Resources Co

2.64
45,153,620
Energy

Valero Energy Corp

2.51
42,946,187
Energy

Occidental Petroleum Corp

2.11
36,206,739
Energy