Morningstar

Fidelity Select Health Care Portfolio FSPHX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $29.27  /  +2.16 %
  • Fund Size $6.8B
  • Adjusted Expense Ratio 0.620%
  • Net Expense Ratio 0.620%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Health
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.39%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

Morningstar’s Analysis FSPHX

Will FSPHX outperform in the 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 FSPHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSPHX 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 FSPHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still an exceptional source of healthcare exposure for the long term.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Fidelity Health Care Sector remains in the hands of a topnotch team that employs a sound and differentiated approach. The strategy, which includes two mutual funds, retains its High People and Above Average Process ratings.

by William Samuel Rocco
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FSPHX

More FSPHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

7.11 480M
Healthcare

Thermo Fisher Scientific Inc

6.67 450M
Healthcare

Danaher Corp

6.64 448M
Healthcare

UnitedHealth Group Inc

3.23 218M
Healthcare

Johnson & Johnson

3.07 207M
Healthcare

AbbVie Inc

2.83 191M
Healthcare

Natera Inc

2.77 187M
Healthcare

Merck & Co Inc

2.58 174M
Healthcare

West Pharmaceutical Services Inc

2.55 172M
Healthcare

argenx SE ADR

2.29 155M
Healthcare

Sponsor Center