Morningstar

Fidelity Select Health Care Services Portfolio FSHCX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $114.22  /  +0.98 %
  • Fund Size $790.3M
  • Adjusted Expense Ratio 0.670%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Health
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.71%
  • Turnover Ratio 71%
NAV and 1-Day Return as of

Morningstar’s Analysis FSHCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Select Health Care Svcs Port 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 FSHCX

More FSHCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

24.32 207M
Healthcare

CVS Health Corp

10.81 92M
Healthcare

McKesson Corp

9.59 82M
Healthcare

Cencora Inc

7.33 62M
Healthcare

Elevance Health Inc

4.92 42M
Healthcare

Labcorp Holdings Inc

4.36 37M
Healthcare

Tenet Healthcare Corp

4.28 36M
Healthcare

BrightSpring Health Services Inc

3.60 31M
Healthcare

Encompass Health Corp

3.58 31M
Healthcare

Alignment Healthcare Inc

3.11 26M
Healthcare

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