Morningstar

Fidelity Health Savings Index Fund FHSNX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $11.29  /  +0.36 %
  • Fund Size $35.1M
  • Adjusted Expense Ratio 0.160%
  • Net Expense Ratio 0.100%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Global Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.01%
  • Turnover Ratio 54%
NAV and 1-Day Return as of

Morningstar’s Analysis FHSNX

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

  • People Pillar

    The People Pillar is our evaluation of the FHSNX 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 FHSNX’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 Index 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FHSNX

More FHSNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity U.S. Bond Index

19.42 7M
—

Fidelity Total Market Index

17.79 6M
—

Fidelity International Bond Index

14.72 5M
—

Fidelity International Index

12.30 4M
—

Fidelity Short-Term Bond Index

9.87 4M
—

Fidelity Cash Central Fund

7.23 3M
Cash and Equivalents

Fidelity Garrison Str Tr

5.63 2M
—

Fidelity Emerging Markets Idx

5.12 2M
—

iShares iBoxx $ High Yield Corp Bd ETF

4.24 2M
—

Fidelity Inflation-Prot Bd Index

3.52 1M
—

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