Fidelity® MSCI Energy Index ETF
Fund offered by:
Fidelity Investments
Ticker: FENY
Gender equality score
Gender equality score

48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
86.4
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 108 out of 785 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
21/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Chevron Corp
    16% of assets
    $145.84M invested
  • 2. Exxon Mobil Corp
    20% of assets
    $185.97M invested
  • 3. Phillips 66
    2.54% of assets
    $23.42M invested
  • 4. Baker Hughes Co Class A
    1.51% of assets
    $13.94M invested
  • 5. ConocoPhillips
    7.12% of assets
    $65.63M invested
  • 6. TechnipFMC PLC
    0.28% of assets
    $2.57M invested
  • 7. Marathon Petroleum Corp
    3.34% of assets
    $30.78M invested
  • 8. Pioneer Natural Resources Co
    3.2% of assets
    $29.46M invested
  • 9. Williams Companies Inc
    2.61% of assets
    $24.07M invested
  • 10. Halliburton Co
    1.6% of assets
    $14.74M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Texas Pacific Land Corp
    0.63% of assets
    $5.79M invested
  • 2. Matador Resources Co
    0.38% of assets
    $3.52M invested
  • 3. Magnolia Oil & Gas Corp
    0.22% of assets
    $2.03M invested
  • 4. Helmerich & Payne Inc
    0.26% of assets
    $2.35M invested
  • 5. ChampionX Corp
    0.38% of assets
    $3.53M invested
  • 6. Tellurian Inc
    0.1% of assets
    $956,304 invested
  • 7. World Fuel Services Corp
    0.19% of assets
    $1.72M invested
  • 8. Patterson-UTI Energy Inc
    0.16% of assets
    $1.43M invested
  • 9. Antero Resources Corp
    0.46% of assets
    $4.2M invested
  • 10. HollyFrontier Corp
    0.43% of assets
    $4M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on FENY at Morningstar.com
Gender Equality and Returns
Returns chart for Fidelity® MSCI Energy Index ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
FENY
Fidelity® MSCI Energy Index ETF
Family
Fidelity Investments
Category
Equity Energy
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
16% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
FENY
Fidelity® MSCI Energy Index ETF
Family
Fidelity Investments
Category
Equity Energy
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
16% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
FENY
Fidelity® MSCI Energy Index ETF
Family
Fidelity Investments
Category
Equity Energy
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
16% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
FENY - Fidelity® MSCI Energy Index ETF
90%
-7.52%
-2.18%
/
48  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
27%
13%
13%
12%
48  / 100 points
Fund compared to benchmark
 
63%
-20.07%
-15.52%
/
Same
Find more financial data on FENY at Morningstar.com
What's next?
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