Fidelity Healthy Future holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Fidelity Healthy Future Fund FAPHX
- NAV / 1-Day Return 14.90 / −0.53 %
- Total Assets 14.7M
-
Adj. Expense Ratio
1.050%
- Expense Ratio 1.050%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.78%
- Turnover 80%
USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 12:11 AM GMT+0
Morningstar’s Analysis FAPHX
Will FAPHX outperform in the 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 36.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
CVS Health Corp | 5.03 | 717,852 | Healthcare |
UnitedHealth Group Inc | 4.82 | 688,318 | Healthcare |
Johnson & Johnson | 4.72 | 674,457 | Healthcare |
Procter & Gamble Co | 3.93 | 560,910 | Consumer Defensive |
Tesla Inc | 3.34 | 477,396 | Consumer Cyclical |
Welltower Inc | 3.18 | 454,110 | Real Estate |
Unilever PLC | 3.06 | 436,803 | Consumer Defensive |
Chubb Ltd | 2.95 | 421,868 | Financial Services |
Hitachi Ltd | 2.68 | 383,252 | Industrials |
Gilead Sciences Inc | 2.46 | 351,307 | Healthcare |