Morningstar

Fidelity Health Savings Fund - Class K FHLKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.65  /  −0.60 %
  • Total Assets 73.2M
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.340%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Global Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Status Open
  • TTM Yield 2.89%
  • Turnover 54%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FHLKX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Health Savings K holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FHLKX

More FHLKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity International Bond Index

14.27 10M
—

Fidelity Short-Term Bond

9.50 7M
—

Fidelity Cash Central Fund

7.34 5M
Cash and Equivalents

Fidelity Garrison Str Tr

4.51 3M
—

Fidelity Inflation-Prot Bd Index

4.33 3M
—

Taiwan Semiconductor Manufacturing Co Ltd

1.61 1M
Technology

Fidelity Enhanced Small Cap Core ETF

1.33 954,203
—

NVIDIA Corp

1.27 916,625
Technology

Alphabet Inc Class A

1.19 853,718
Communication Services

Fidelity Blue Chip Growth ETF

1.18 846,181
—

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