Current Value
$71.841 Year Return
Current Value
$71.841 Year Return
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -71.72% | $195.31M | 0.85% | |
TAIL | -71.49% | $81.82M | 0.59% | |
BTAL | -68.76% | $378.58M | 1.43% | |
CCOR | -37.18% | $63.40M | 1.18% | |
USDU | -17.57% | $213.24M | 0.5% | |
FXY | -17.00% | $544.50M | 0.4% | |
XONE | -14.40% | $623.58M | 0.03% | |
XHLF | -13.36% | $1.06B | 0.03% | |
IYK | -12.82% | $1.47B | 0.4% | |
UUP | -12.74% | $329.80M | 0.77% | |
SPTS | -12.09% | $5.98B | 0.03% | |
IBTG | -8.36% | $1.81B | 0.07% | |
SCHO | -7.92% | $10.59B | 0.03% | |
UTWO | -7.50% | $374.93M | 0.15% | |
DFNM | -6.83% | $1.50B | 0.17% | |
CARY | -6.65% | $347.36M | 0.8% | |
IVOL | -6.64% | $459.92M | 1.02% | |
BIL | -6.60% | $42.11B | 0.1356% | |
FTXG | -6.52% | $25.26M | 0.6% | |
CTA | -6.19% | $930.72M | 0.76% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MGPI | 0.05% | $613.65M | -65.22% | 1.66% |
PPC | 0.05% | $12.11B | +48.85% | 0.00% |
FIZZ | -0.09% | $3.76B | -7.55% | 0.00% |
SRRK | -0.10% | $3.15B | +121.87% | 0.00% |
SYY | 0.14% | $34.44B | -12.99% | 2.86% |
UL | -0.14% | $145.79B | +17.05% | 3.25% |
FATBB | -0.19% | $53.29M | -25.99% | 14.19% |
GORV | 0.24% | $63.72M | -83.93% | 0.00% |
POST | 0.39% | $6.29B | +5.28% | 0.00% |
MOH | 0.44% | $16.99B | -25.79% | 0.00% |
GO | 0.51% | $1.19B | -56.17% | 0.00% |
MKTX | -0.53% | $8.04B | -0.51% | 1.39% |
TR | -0.53% | $2.20B | -0.59% | 1.16% |
MNST | 0.56% | $56.29B | -2.49% | 0.00% |
WBA | 0.61% | $9.62B | -45.78% | 6.74% |
LHX | 0.64% | $39.90B | +0.68% | 2.19% |
HCA | 0.66% | $82.84B | +2.67% | 0.80% |
BGS | 0.67% | $522.31M | -41.59% | 11.50% |
WRB | -0.69% | $24.43B | +13.78% | 0.56% |
MVO | 0.75% | $63.02M | -47.36% | 23.10% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BSSX | -0.01% | $76.16M | 0.18% | |
BSMR | -0.15% | $230.67M | 0.18% | |
GSST | -0.23% | $826.45M | 0.16% | |
JUCY | 0.28% | $306.08M | 0.6% | |
CMF | -0.28% | $3.85B | 0.08% | |
FTSD | -0.30% | $222.31M | 0.25% | |
LGOV | 0.30% | $658.47M | 0.67% | |
BAB | -0.33% | $967.69M | 0.28% | |
SHM | -0.36% | $3.46B | 0.2% | |
TPMN | 0.39% | $33.17M | 0.65% | |
OWNS | -0.46% | $133.12M | 0.3% | |
IBMR | 0.49% | $220.24M | 0.18% | |
IBMN | -0.50% | $473.09M | 0.18% | |
ITM | -0.52% | $1.93B | 0.18% | |
MMIT | 0.74% | $830.75M | 0.3% | |
SHV | 0.81% | $19.76B | 0.15% | |
USTB | -0.94% | $1.12B | 0.35% | |
IBMO | 0.97% | $506.00M | 0.18% | |
BSV | -1.05% | $34.51B | 0.03% | |
SHYD | -1.06% | $320.00M | 0.35% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
NVDA | 76.31% | $2.94T | +30.39% | 0.03% |
MSFT | 75.52% | $2.94T | -6.28% | 0.80% |
SNPS | 74.46% | $70.70B | -21.75% | 0.00% |
AMZN | 74.25% | $2.18T | +15.37% | 0.00% |
MKSI | 72.33% | $6.08B | -28.69% | 0.97% |
QCOM | 71.47% | $177.13B | -4.14% | 2.13% |
RMBS | 71.40% | $6.30B | -5.07% | 0.00% |
KLAC | 71.08% | $95.92B | +4.86% | 0.88% |
APH | 70.96% | $84.16B | +22.62% | 0.87% |
MTSI | 70.28% | $8.34B | +18.22% | 0.00% |
AMAT | 70.07% | $124.82B | -25.66% | 1.04% |
LRCX | 69.82% | $99.70B | -19.70% | 6.13% |
ARM | 69.75% | $130.99B | -2.88% | 0.00% |
ANSS | 69.46% | $28.63B | -6.62% | 0.00% |
PLAB | 69.32% | $1.37B | -23.36% | 0.00% |
ETN | 69.27% | $117.53B | -3.87% | 1.30% |
AEIS | 69.18% | $4.08B | +9.65% | 0.37% |
ENTG | 69.04% | $14.26B | -32.84% | 0.43% |
CDNS | 68.65% | $73.77B | -14.84% | 0.00% |
MPWR | 68.59% | $30.30B | -5.03% | 0.80% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -41.06% | $22.43B | +20.27% | 1.14% |
ED | -31.98% | $37.27B | +20.70% | 3.16% |
JNJ | -29.61% | $388.03B | +3.37% | 3.08% |
GIS | -28.23% | $31.65B | -15.44% | 4.12% |
AEP | -26.39% | $54.65B | +24.27% | 3.52% |
CMS | -22.94% | $21.55B | +23.67% | 2.89% |
DUK | -22.79% | $90.20B | +23.92% | 3.58% |
MO | -22.39% | $95.88B | +31.52% | 7.11% |
SO | -22.31% | $96.22B | +26.65% | 3.27% |
WEC | -21.93% | $32.94B | +32.63% | 3.25% |
CME | -21.67% | $94.44B | +23.10% | 3.99% |
CPB | -20.74% | $11.38B | -11.97% | 3.92% |
EXC | -20.64% | $43.17B | +16.96% | 3.59% |
D | -19.92% | $45.03B | +13.22% | 5.03% |
PEP | -19.90% | $199.61B | -15.74% | 3.72% |
VZ | -19.68% | $183.08B | +6.46% | 6.15% |
LMT | -19.01% | $104.06B | -0.88% | 2.90% |
CHD | -18.92% | $25.78B | +1.84% | 1.09% |
NOC | -18.88% | $73.34B | +7.81% | 1.62% |
T | -18.55% | $196.04B | +58.96% | 4.04% |
SeekingAlpha
Fidelity High Income Fund Q4 2024 Review
SeekingAlpha
Leveraged loans posted a modest, coupon-driven gain the past three months, but this was good enough to outperform both high-yield and investment-grade corporate credit.
SeekingAlpha
High-yield bonds gained 0.16% in Q4 as yields surged to a 4-month high in December and Fed delivered two interest-rate cuts and signaled its plan to slow rate reductions in 2025.
SeekingAlpha
Investment-grade tax-exempt municipal securities had a volatile final quarter of 2024, returning -1.22% (including interest payments and price changes).
SeekingAlpha
Fidelity Nasdaq Composite Index ETF is impacted by inflation and recession risks. Find out why ONEQ is rated hold due to its heavy tech stock exposure.
SeekingAlpha
Fidelity Puritan Fund seeks income and capital growth consistent with reasonable risk, and has a neutral allocation of 60% equities and 40% bonds.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SCHG | 98.86% | $36.46B | 0.04% | |
IWF | 98.83% | $100.44B | 0.19% | |
VONG | 98.80% | $25.47B | 0.07% | |
QQQ | 98.67% | $309.47B | 0.2% | |
VUG | 98.65% | $151.48B | 0.04% | |
QQQM | 98.63% | $40.93B | 0.15% | |
ILCG | 98.61% | $2.31B | 0.04% | |
IUSG | 98.56% | $20.34B | 0.04% | |
IVW | 98.56% | $53.52B | 0.18% | |
SPYG | 98.55% | $31.81B | 0.04% | |
QGRW | 98.44% | $874.99M | 0.28% | |
IWY | 98.42% | $12.30B | 0.2% | |
SPUS | 98.40% | $1.12B | 0.45% | |
VOOG | 98.39% | $15.09B | 0.07% | |
MGK | 98.21% | $23.58B | 0.07% | |
XLG | 98.16% | $8.37B | 0.2% | |
TMFC | 97.89% | $1.20B | 0.5% | |
TCHP | 97.56% | $1.05B | 0.57% | |
JGRO | 97.53% | $4.95B | 0.44% | |
IGM | 97.52% | $5.53B | 0.41% |
ONEQ - Fidelity Nasdaq Composite Index ETF contains 903 holdings. The top holdings include AAPL, NVDA, MSFT, AMZN, META
Name | Weight |
---|---|
![]() | 11.32% |
![]() | 9.92% |
![]() | 9.89% |
![]() | 7.34% |
4.62% | |
![]() | 3.35% |
![]() | 3.2% |
![]() | 3.12% |
![]() | 2.97% |
- | 2.24% |
![]() | 1.43% |
1.39% | |
0.99% | |
0.81% | |
0.73% | |
![]() | 0.73% |
0.67% | |
0.62% | |
0.62% | |
![]() | 0.59% |
![]() | 0.59% |
![]() | 0.58% |
0.56% | |
![]() | 0.55% |
0.52% | |
![]() | 0.47% |
0.47% | |
0.45% | |
0.44% | |
0.42% |
Sector | Weight |
---|---|
Information Technology | 48.50% |
Communication Services | 15.67% |
Consumer Discretionary | 14.92% |
Health Care | 6.23% |
Industrials | 4.45% |
Financials | 4.01% |
Consumer Staples | 3.54% |
Materials | 0.97% |
Utilities | 0.89% |
Real Estate | 0.87% |
Energy | 0.66% |