FUTY News and Press, Fidelity MSCI Utilities Index From 06/19/23

2023-06-19 09:30:00 ET Summary XLU is a low-cost way to invest in 30 large-cap Utilities. With $16 billion in assets under management and a 25-year track record, XLU is a great diversifier. XLU yields 3.09%, but investors shouldn't base their investment decision on how it compares...

2023-05-20 20:20:00 ET Most of the United States will face an elevated risk of blackouts if summer weather turns extreme, extending into parts of the southeast U.S. for the first time, according to the regulatory body that oversees power grid stability. Energy supply should be adequ...

2023-05-12 04:05:21 ET Summary There are several utility sector ETFs to choose from that vary in holding selection and weighting methodology. Evidence suggests there is little benefit to multi-factor and momentum ETF schemes, at least in a positive way. Despite relatively ordi...

2023-03-17 16:36:00 ET Summary Gas utilities are undervalued by 7% relative to 11-year averages. Water utilities are overvalued by 20% regarding the same metrics. Vanguard Utilities ETF: an alternative to XLU. 10 utilities stocks cheaper than their peers in March. ...

2023-03-16 11:53:12 ET Summary Traditional risk-on/risk-off behavior is making a comeback. Fidelity MSCI Utilities Index ETF’s earnings profile is weak, but its qualities as a defensive asset may come in handy. The diminishing effects of the “higher for longer&#x...

2023-03-13 03:40:15 ET Summary FUTY invests in large-cap utility stocks in the United States. Stocks in FUTY’s portfolio have a slower growth profile than the S&P 500 index. The fund still has significant downside risk in a market downturn. ETF Overview ...

Summary HNDL has a balanced equity and fixed income investments portfolio, and has a pre-fixed target rate of payouts, sustainability of which is questionable. During the past six months, all of HNDL’s fixed income ETFs failed to generate positive price growth. Price returns of i...

Summary A comparison of funds results in inconsistent outcomes. Investment sectors impacted fund comparisons. Do not lose sight of a fund manager's declared mission. From science and mathematics, I learned that a hypothesis is often posed as a question. What follows is res...

Summary Inflation continues to moderate, not only here, but also in Europe. Despite the negative economic reports and the reaction to the Fed rate hike, the US Dollar barely budged for the week. Value yet again outperformed Growth in the last week, this time by a spread of almost 1%...

Summary Gas utilities are the safest industry in the sector regarding valuation and quality scores. Most electricity and water providers are overvalued. FUTY: an alternative to XLU. 10 stocks cheaper than their peers in December. This monthly article series shows a das...