Fidelity MSCI Consumer Discretionary Index ETF
FDIS

$87.47

2.24%

Market Cap: $1.52B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

1,725% more call options, than puts

Call options by funds: $146K | Put options by funds: $8K

33% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 52

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

1% more funds holding

Funds holding: 184 [Q1] → 185 (+1) [Q2]

0.64% less ownership

Funds ownership: 36.39% [Q1] → 35.76% (-0.64%) [Q2]

4% less capital invested

Capital invested by funds: $529M [Q1] → $509M (-$21M) [Q2]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for FDIS.

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Financial journalist opinion

Zacks Investment Research

Should You Invest in the Fidelity MSCI Consumer Discretionary Index ETF (FDIS)?

Launched on 10/21/2013, the Fidelity MSCI Consumer Discretionary Index ETF (FDIS) is a passively managed exchange traded fund designed to provide a broad exposure to the Consumer Discretionary - Broad segment of the equity market.

Should You Invest in the Fidelity MSCI Consumer Discretionary Index ETF (FDIS)?

FDIS: Unappealing Broad Exposure To The Consumer Discretionary Sector

The consumer discretionary sector offers long-term investment opportunities, but selective allocation is advised due to macroeconomic uncertainties and high sector volatility. The Fidelity MSCI Consumer Discretionary Index ETF provides broad exposure but may not offer the best risk-reward approach compared to more selective investments. FDIS has a lower valuation and profitability compared to XLY, influenced by its bias toward smaller companies and underweight positions in high-multiple stocks.

FDIS: Unappealing Broad Exposure To The Consumer Discretionary Sector

U.S. Retail Earnings Update - August 13, 2024

To date, 145 of the 199 companies in our Retail/Restaurant Index have reported their EPS results for Q2 2024, representing 73% of the index. The blended revenue growth estimate for the 199 companies in this index is 3.5% for Q2 2024. Home Depot reported better-than-expected Q2 earnings and revenue.

U.S. Retail Earnings Update - August 13, 2024

Zacks Investment Research

Closing the Chapter on Inflation? ETFs to Watch

With inflation showcasing a favorable trend recently and the price levels for June decreasing from the previous month, expectations of inflation finally coming down to the Fed's benchmark level rises. Look at ETFs to capitalize.

Closing the Chapter on Inflation? ETFs to Watch

Zacks Investment Research

Should You Invest in the Fidelity MSCI Consumer Discretionary Index ETF (FDIS)?

Looking for broad exposure to the Consumer Discretionary - Broad segment of the equity market? You should consider the Fidelity MSCI Consumer Discretionary Index ETF (FDIS), a passively managed exchange traded fund launched on 10/21/2013.

Should You Invest in the Fidelity MSCI Consumer Discretionary Index ETF (FDIS)?

FDIS: Betting On The Consumer (And More Credit Card Debt)

Consumer spending continues to drive the economy, with Consumer Discretionary stocks potentially due for leadership. Fidelity MSCI Consumer Discretionary Index ETF (FDIS) has 283 holdings, top-heavy with Amazon at 23%. Sector sensitive to economic outlook, with Retail, Automobile Manufacturers, and Restaurants making up a significant portion.

FDIS: Betting On The Consumer (And More Credit Card Debt)

Zacks Investment Research

Should You Invest in the Fidelity MSCI Consumer Discretionary Index ETF (FDIS)?

Looking for broad exposure to the Consumer Discretionary - Broad segment of the equity market? You should consider the Fidelity MSCI Consumer Discretionary Index ETF (FDIS), a passively managed exchange traded fund launched on 10/21/2013.

Should You Invest in the Fidelity MSCI Consumer Discretionary Index ETF (FDIS)?

Zacks Investment Research

ETFs to Tap Amazon's Q1 Earnings Beat, AI Growth

Amazon (AMZN) reported robust first-quarter 2024 results, wherein it beat both earnings and revenue estimates driven by growth in its advertising and AI-powered cloud computing units.

ETFs to Tap Amazon's Q1 Earnings Beat, AI Growth

FDIS: Consumer Discretionary Dashboard For April

The consumer discretionary sector is overvalued by about 9% based on 11-year averages. Nevertheless, two subsectors are undervalued relative to their historical baseline. Fast facts on FDIS, an alternative to XLY.

FDIS: Consumer Discretionary Dashboard For April

Zacks Investment Research

5 ETFs to Tap Amazon's Growth Story

Amazon (AMZN) registered its first new all-time high in almost three years, reflecting a dramatic rebound from its slump in 2022 and the resurgence of confidence in the company's future growth potential.

5 ETFs to Tap Amazon's Growth Story

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