Morningstar

Fidelity Select Health Care Svcs Port FSHCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 128.98  /  −0.79 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Health
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.35%
  • Turnover 32%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0

Morningstar’s Analysis FSHCX

Will FSHCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSHCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSHCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Fidelity Select Health Care Svcs Port's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSHCX

More FSHCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

24.82 346.7 Mil
Healthcare

The Cigna Group

9.14 127.7 Mil
Healthcare

CVS Health Corp

8.20 114.6 Mil
Healthcare

McKesson Corp

5.38 75.1 Mil
Healthcare

Elevance Health Inc

4.40 61.4 Mil
Healthcare

Cencora Inc

4.38 61.2 Mil
Healthcare

Humana Inc

4.34 60.6 Mil
Healthcare

Centene Corp

3.65 51.0 Mil
Healthcare

Molina Healthcare Inc

3.64 50.9 Mil
Healthcare

HCA Healthcare Inc

3.34 46.7 Mil
Healthcare

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