Fidelity MSCI Consumer Discretionary Index ETFFDIS
FDIS
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
227% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 15
100% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 4 (+2) [Q4]
42% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 53
16% more capital invested
Capital invested by funds: $841M [Q3] → $979M (+$138M) [Q4]
14% more funds holding
Funds holding: 197 [Q3] → 224 (+27) [Q4]
0.99% more ownership
Funds ownership: 47.21% [Q3] → 48.2% (+0.99%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FDIS.
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
FDIS: Consumer Discretionary Dashboard For February
The consumer discretionary sector is overvalued based on my metrics, but consumer services remain attractive. Fidelity MSCI Consumer Discretionary Index ETF (FDIS) is a solid alternative to XLY for long-term investors, slightly outperforming its peer with a similar risk profile and expense ratio. 10 stocks cheaper than their peers in February.
Negative
Seeking Alpha
3 weeks ago
FDIS: Retail Sales 'Holiday Hangover' Highlights Risks To Consumer Spending Outlook
January retail sales fell -0.9% MoM, missing expectations and indicating a “holiday hangover” with broad weakness across key retail segments. Auto & parts sales dropped -2.8% MoM, significantly impacting the headline decline; excluding autos, sales were down -0.4% MoM. Despite risks like rising consumer debt and weak consumer sentiment, consumer spending is expected to drive GDP growth in 2025.
Neutral
Zacks Investment Research
1 month ago
Should You Invest in the Fidelity MSCI Consumer Discretionary Index ETF (FDIS)?
Designed to provide broad exposure to the Consumer Discretionary - Broad segment of the equity market, the Fidelity MSCI Consumer Discretionary Index ETF (FDIS) is a passively managed exchange traded fund launched on 10/21/2013.
Negative
Zacks Investment Research
2 months ago
4 Low P/E Momentum ETFs for an Uncertain Santa Rally
Uncertainty remains the only certainty as 2025 approaches in the form of Trump and Fed policies.
Negative
Seeking Alpha
3 months ago
FDIS: Robust Growth Outlook But Valuation Not Cheap
Fidelity MSCI Consumer Discretionary Index ETF (FDIS) has a strong growth outlook but currently trades at an expensive valuation with higher downside risk. The fund is tilted towards large-cap growth stocks, which are more resilient in challenging macroeconomic environments but still vulnerable during economic downturns. Consumer discretionary stocks in FDIS have better long-term earnings growth rates than consumer staples but are less attractive compared to the broader S&P 500 index.
Neutral
Zacks Investment Research
3 months ago
Should You Invest in the Fidelity MSCI Consumer Discretionary Index ETF (FDIS)?
If you're interested in broad exposure to the Consumer Discretionary - Broad segment of the equity market, look no further than the Fidelity MSCI Consumer Discretionary Index ETF (FDIS), a passively managed exchange traded fund launched on 10/21/2013.
Positive
Zacks Investment Research
4 months ago
Consumer Discretionary ETF (FDIS) Hits New 52-Week High
For investors seeking momentum, Fidelity MSCI Consumer Discretionary Index ETF FDIS is probably on the radar. The fund just hit a 52-week high and is up 29.82% from its 52-week low price of $68.77/share.
Neutral
Zacks Investment Research
5 months ago
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.
Positive
Seeking Alpha
6 months ago
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.
Positive
Seeking Alpha
6 months ago
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.
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