Fidelity MSCI Financials Index ETF

FIDELITY COVINGTON TRUST · 1 share class

U.S. equity index ETF
One fund, 1 share class:FNCL
$2.21B NAV
386 positions · as of 2026-04-30 · filed 2026-06-23

Fund classification

Classified from what the fund holds · as of 2026 Q2

Fidelity MSCI Financials Index ETF is a U.S. equity index ETF that tracks the MSCI USA IMI Financials 25/50 Index. 9% of FNCL’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 95% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
ETF
Features
Non-diversified

Fund profile

As filed in the prospectus · 2025 Q4

Fidelity MSCI Financials Index ETF seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Financials 25/50 Index.

Strategy · summarised

The fund tracks the MSCI USA IMI Financials 25/50 Index, which comprises U.S. financial sector companies including banks, insurers, asset managers, and mortgage REITs, using a representative sampling strategy that holds a subset of index securities selected to match the index's overall characteristics. Because the fund may not hold all index constituents, its returns can diverge from the index.

Expenses
0.08%one share class
Share classExpense ratio
FNCL0.08%

Portfolio turnover 4.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.94%
of net assets
Stocks99.69%
Cash & short-term0.25%
Derivatives0.01%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Financials97.7%
International2.0%
Cash0.3%
Other0.1%
2 smaller0.0%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
9%of stock holdings in top-quartile growers
covering 95% of the fund’s equity
Earnings growth
6%of stock holdings in top-quartile growers
covering 93% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 6 new9 exited

Largest new: PIPR, CRBG, Chicago Mercantile Exchange ×2, NP, JCAP

Largest exited: CMA, Cadence Bank, Piper Sandler Cos, Heritage Commerce Corp, Chicago Mercantile Exchange ×2, CODI, RC

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+11.35%
3-year
+70.36%
5-year
+57.77%
Volatility
12.08%
Worst 3-yr fall
-9.17%
Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
JPMorgan Chase & CoJPM10.10%$223.74M
Berkshire Hathaway IncBRK/B7.72%$170.95M
Visa IncV6.59%$145.85M
Mastercard IncMA5.04%$111.69M
Bank of America CorpBAC4.34%$96.05M
The Goldman Sachs Group IncGS3.28%$72.67M
Wells Fargo & CoWFC3.06%$67.69M
Citigroup IncC2.71%$60.05M
Morgan StanleyMS2.68%$59.34M
American Express CoAXP2.11%$46.67M
Showing 10 of 386Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 47.63% of net assets, top 25 66.40%, across 384 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

Sign in free