We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Fidelity’s Health Care Sector strategy is compelling for its superb portfolio manager, deep analytical resources, and thoughtful investment approach. The remainder of this analysis is from July 18, 2023.
Fidelity Select Health Care FSPHX
- NAV / 1-Day Return 31.58 / 0.00
- Total Assets 7.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.650%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Health
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 46%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0
Morningstar’s Analysis FSPHX
Will FSPHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
UnitedHealth Group Inc | 10.73 | 838.1 Mil | Healthcare |
Boston Scientific Corp | 9.53 | 744.3 Mil | Healthcare |
Eli Lilly and Co | 8.29 | 648.0 Mil | Healthcare |
Danaher Corp | 5.86 | 457.8 Mil | Healthcare |
Regeneron Pharmaceuticals Inc | 4.25 | 331.7 Mil | Healthcare |
Merck & Co Inc | 3.79 | 296.1 Mil | Healthcare |
Penumbra Inc | 3.50 | 273.1 Mil | Healthcare |
The Cigna Group | 3.20 | 249.6 Mil | Healthcare |
Stryker Corp | 2.56 | 200.0 Mil | Healthcare |
Insulet Corp | 2.51 | 196.5 Mil | Healthcare |