FIDELITY MSCI UTILITIES INDEX ETF (FUTY) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.72: the stock has moved about 28% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFIDELITY MSCI UTILITIES INDEX ETF (FUTY) trades at $51.52. FIDELITY MSCI UTILITIES INDEX ETF (FUTY) aims to replicate the performance of the MSCI USA IMI Utilities 25/50 Index. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for FUTY: FUTY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
FIDELITY MSCI UTILITIES INDEX ETF (FUTY) Financial Services Profile
FIDELITY MSCI UTILITIES INDEX ETF (FUTY) offers targeted exposure to the U.S. utilities sector by tracking the MSCI USA IMI Utilities 25/50 Index. With a market capitalization of $2.48 billion and a beta of 0.72, FUTY provides a focused investment vehicle for those seeking to align their portfolio with the performance of utility companies.
What Is the Investment Thesis for FUTY?
FUTY's investment thesis centers on providing targeted exposure to the U.S. utilities sector. As of March 2026, the fund has a market capitalization of $2.48 billion and a beta of 0.72, indicating lower volatility compared to the broader market. The fund's performance is tied to the MSCI USA IMI Utilities 25/50 Index, making it suitable for investors seeking to align their portfolio with the utilities sector. Growth catalysts include increased infrastructure spending and regulatory support for utilities. Potential risks involve interest rate hikes and economic downturns, which could negatively impact utilities' performance. The absence of a dividend yield may deter income-focused investors.
Based on FMP financials and quantitative analysis
FUTY Key Highlights
Market capitalization of $2.48 billion, reflecting substantial investor interest in the utilities sector.
- Beta of 0.72, indicating lower volatility compared to the broader market, potentially appealing to risk-averse investors.
- Tracks the MSCI USA IMI Utilities 25/50 Index, providing targeted exposure to U.S. utilities stocks.
- Passively managed, aiming for cost-effective replication of the index's performance.
- Absence of a dividend yield, which may be a drawback for income-seeking investors but allows for reinvestment of earnings.
Who Are FUTY's Competitors?
FUTY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | $52.98 | +0.25% | $2.33B | — |
| EWG iShares MSCI Germany ETF | $41.25 | -0.12% | $1.50B | — |
| FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $71.79 | +0.64% | $1.78B | — |
| FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $96.61 | +0.72% | $1.61B | — |
| FENY FIDELITY MSCI ENERGY INDEX ETF | $34.98 | +0.98% | $1.85B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FUTY's Key Strengths?
Targeted exposure to the U.S. utilities sector.
- Passively managed, resulting in lower expense ratios.
- Diversification within the utilities sector.
- Managed by Fidelity, a reputable asset manager.
What Are FUTY's Weaknesses?
Lack of active management may limit potential for outperformance.
- Absence of a dividend yield may deter income-focused investors.
- Performance is tied to the utilities sector, which may be sensitive to interest rate changes.
- Sector-specific focus limits diversification across the broader market.
What Are the Key Risks for FUTY?
Interest rate hikes could negatively impact utilities' performance.
- Economic downturns could reduce demand for utilities services.
- Regulatory changes could impact the profitability of utilities companies.
- Competition from other ETFs offering similar exposure.
What Are FUTY's Competitive Advantages?
- Brand recognition of Fidelity as a reputable asset manager.
- Low expense ratio compared to actively managed funds.
- Diversification within the utilities sector.
What Does FUTY Do?
FIDELITY MSCI UTILITIES INDEX ETF (FUTY) is designed to mirror the investment results of the MSCI USA IMI Utilities 25/50 Index. This index represents the performance of the utilities sector within the U.S. equity market. The fund offers investors a way to gain specific exposure to companies involved in providing essential services such as electricity, gas, and water. FUTY's investment strategy involves holding a portfolio of stocks that constitute the index, aiming for a high degree of correlation with the index's returns. The fund's holdings are weighted based on market capitalization, with certain diversification rules applied to ensure that no single company dominates the index. FUTY is managed by Fidelity, a well-established asset management firm with a long history of providing investment products and services. The ETF is passively managed, meaning the fund manager does not actively select stocks but rather seeks to replicate the index's composition. This approach aims to provide investors with a cost-effective way to access the utilities sector. As of 2026, FUTY has a market capitalization of $2.48 billion, reflecting its significance as a tool for investors seeking utilities exposure.
What Products and Services Does FUTY Offer?
- Tracks the performance of the MSCI USA IMI Utilities 25/50 Index.
- Provides exposure to U.S. utilities stocks.
- Offers a targeted investment vehicle for the utilities sector.
- Replicates the index's composition through a passively managed strategy.
- Invests in companies involved in providing essential services such as electricity, gas, and water.
- Provides diversification within the utilities sector.
How Does FUTY Make Money?
- Tracks the MSCI USA IMI Utilities 25/50 Index.
- Generates revenue through management fees charged to investors.
- Maintains a portfolio of stocks that mirror the index's composition.
What Industry Does FUTY Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. ETFs like FUTY provide targeted exposure to specific sectors, catering to investors seeking specialized strategies. The utilities sector, in particular, is often seen as defensive, providing stable returns during economic uncertainty. FUTY competes with other ETFs offering exposure to the utilities sector, as well as broader market ETFs. The growth of thematic investing and ESG considerations are also shaping the industry landscape, with investors increasingly seeking funds that align with their values.
Who Are FUTY's Key Customers?
- Retail investors seeking exposure to the utilities sector.
- Institutional investors looking for targeted sector exposure.
- Financial advisors seeking to diversify client portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -7.2%.
FUTY Financials
Bull Case vs Bear Case
Bull Case
- Targeted exposure to the U.S. utilities sector.
- Passively managed, resulting in lower expense ratios.
- Diversification within the utilities sector.
- Managed by Fidelity, a reputable asset manager.
Bear Case
- Lack of active management may limit potential for outperformance.
- Absence of a dividend yield may deter income-focused investors.
- Performance is tied to the utilities sector, which may be sensitive to interest rate changes.
- Sector-specific focus limits diversification across the broader market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FUTY Latest News
-
Why Is Vistra Stock Soaring Monday?
benzinga · Oct 5, 2026
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What's Going On With Vistra Stock Friday?
benzinga · Sep 11, 2026
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A 200-Day Divide
seekingalpha.com · Aug 11, 2026
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Should You Invest in the Fidelity MSCI Utilities Index ETF (FUTY)?
zacks.com · Aug 6, 2026
FUTY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FUTY.
Price Targets
Wall Street price target analysis for FUTY.
FUTY MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FUTY; grades run from A+ (80-100) to F (below 30).
Common Questions About FUTY (Financials)
What do analysts say about FUTY stock?
Generally, analysts assess ETFs like FUTY based on factors such as expense ratio, tracking error, and the underlying index's performance.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The utilities sector is subject to regulatory risks and interest rate sensitivity.