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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Fidelity MSCI Financials Index ETF: holdings, performance and fees
1Y return+1.6%
3Y return+62.2%
Top 10 holdings
| Holding | Weight |
|---|---|
| JPMORGAN CHASE & CO. | 10.4% |
| BERKSHIRE HATHAWAY INC. | 7.9% |
| VISA INC. | 6.8% |
| MASTERCARD INCORPORATED | 5.2% |
| BANK OF AMERICA CORPORATION | 4.7% |
| GOLDMAN SACHS GROUP, INC. (THE) | 3.3% |
| WELLS FARGO & COMPANY | 2.9% |
| MORGAN STANLEY | 2.8% |
| CITIGROUP INC. | 2.5% |
| AMERICAN EXPRESS COMPANY | 2.0% |
Top countries
- USA96.1%
- Switzerland1.4%
- Ireland1.2%
- Bermuda1.1%
- Puerto Rico0.2%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN