Fidelity MSCI Health Care Index ETF

Shareclass
Fidelity MSCI Health Care ETF (FHLC)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Fidelity MSCI Health Care Index ETF

FUND COVERAGE
# of holdings183
% of assets97%
Score
56 / 100
Rank

90.8 percentile

Group: Sector Equity

Rank: #81 out of 865

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

29 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Biogen Inc
         % of fund invested: 0.36%
         $USD invested: $9.22M
  • 2. Boston Scientific Corp
         % of fund invested: 2.41%
         $USD invested: $62.67M
  • 3. Hologic Inc
         % of fund invested: 0.27%
         $USD invested: $6.95M
  • 4. Johnson & Johnson
         % of fund invested: 7.38%
         $USD invested: $191.6M
  • 5. Bristol-Myers Squibb Co
         % of fund invested: 1.51%
         $USD invested: $39.11M
  • 6. Vertex Pharmaceuticals Inc
         % of fund invested: 1.75%
         $USD invested: $45.42M
  • 7. Charles River Laboratories International Inc
         % of fund invested: 0.14%
         $USD invested: $3.7M
  • 8. Merck & Co Inc
         % of fund invested: 3.52%
         $USD invested: $91.26M
  • 9. Neurocrine Biosciences Inc
         % of fund invested: 0.22%
         $USD invested: $5.75M
  • 10. Baxter International Inc
         % of fund invested: 0.16%
         $USD invested: $4.14M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GRAIL Inc
         % of fund invested: 0.05%
         $USD invested: $1.4M
  • 2. TG Therapeutics Inc
         % of fund invested: 0.08%
         $USD invested: $2.15M
  • 3. OPKO Health Inc
         % of fund invested: 0.01%
         $USD invested: $268,709
  • 4. Supernus Pharmaceuticals Inc
         % of fund invested: 0.05%
         $USD invested: $1.32M
  • 5. RadNet Inc
         % of fund invested: 0.08%
         $USD invested: $2.1M
  • 6. Dyne Therapeutics Inc Ordinary Shares
         % of fund invested: 0.04%
         $USD invested: $930,437
  • 7. Nuvalent Inc Class A
         % of fund invested: 0.06%
         $USD invested: $1.64M
  • 8. BridgeBio Pharma Inc
         % of fund invested: 0.15%
         $USD invested: $3.81M
  • 9. Viking Therapeutics Inc
         % of fund invested: 0.07%
         $USD invested: $1.71M
  • 10. ADMA Biologics Inc
         % of fund invested: 0.06%
         $USD invested: $1.53M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Fidelity MSCI Health Care Index ETF

Totals

Holdings
Assets
Weight
Prisons
3
$50.55M
1.95%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$88.45M
3.41%
     Borders high risk
0
$0
0%
Total
4
$139M
5.35%
Full fund results

Holdings — 4 flagged holdings

1.
Thermo Fisher Scientific Inc
Borders
$88.45M
3.41%
Borders :
$88.45M
3.41%
2.
Elevance Health Inc
Prisons
$30.64M
1.18%
Prisons
$30.64M
1.18%
3.
Cardinal Health Inc
Prisons
$19.07M
0.73%
Prisons
$19.07M
0.73%
4.
Acadia Healthcare Co Inc
Prisons
$846,145
0.03%
Prisons
$846,145
0.03%
More from Invest Your Values
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