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Morningstar

Fidelity Healthy Future FAPHX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.64  /  +0.32 %
  • Total Assets 9.4 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.07%
  • Turnover 68%

USD | NAV as of May 22, 2024 | 1-Day Return as of May 22, 2024, 4:41 AM GMT+0

Morningstar’s Analysis FAPHX

Will FAPHX 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 FAPHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Fidelity Healthy Future’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FAPHX

More FAPHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Healthcare

Vertex Pharmaceuticals Inc

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UnitedHealth Group Inc

3.23 311,166
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L'Oreal SA

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Consumer Defensive

Tesla Inc

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Consumer Cyclical